People Advisory Services - Mobility jobs at Ey in United States, New York

Business is constantly evolving, and more than ever, staying at the forefront is all about identifying and adapting to change. As a Tax Senior, you’ll see this first hand by being immersed in the evolving tax environment through preparing and auditing income tax provisions, assisting with income tax filings, consulting on planning opportunities, and coaching and developing staff on your engagement teams.

Your key responsibilities

You’ll spend your time supporting client engagements by reviewing staff work product, coordinating with clients and internal team members, managing deadlines, and tracking engagement economics. You’ll also be tasked with identifying and resolving tax technical issues, as well as sharing insights that will improve our processes and overall efficiency. In this role, you can expect to be prioritizing and handling a wide range of constantly evolving responsibilities.

Skills and attributes for success

• Providing our US and Japanese Inbound clients with domestic federal tax advice and guidance tailored to their unique needs
• Keeping up to date with ongoing trends and changes to legislation that will affect planning activities
• Supervising high-performing teams and sharing your experience and knowledge of leading-practices
• Building relationships at all levels both internally and externally, promoting a culture of collaboration
• Preparing practical recommendations to some of our clients’ most complex tax issues

To qualify for the role you must have

• A Bachelor’s degree in Accounting or a graduate degree in Tax or Law and approximately three years of related work experience.
• Progress toward (or completion of) a valid CPA certification or licensed attorney status
• A background in tax compliance and accounting for income tax and a broad understanding of US income taxation
• Knowledge of Microsoft Excel, Access and data mining tools
• The ability to prioritize when working on multiple projects, and the confidence to engage and integrate directly into our clients’ teams
• Fluency in Japanese
• Willingness to travel as needed, and working in a balanced hybrid environment

Ideally, you’ll also have

• A proven record in a professional services environment
• Experience in coaching and mentoring junior colleagues
• Strong analytical skills and attention to detail
• The ability to adapt your work style to work with both internal and client team members

Your key responsibilities

The goal is to support our clients to transform their business through product management. As a Product Manager, you will work with multi-discipline feature teams including user experience experts, architects, engineers and others to define and roll out products and services for large global organizations. You will take a user-centric and data-driven approach to product development. You will advocate for the user throughout the product development lifecycle. You can break down and simplify complex processes and touchpoints to deliver exceptional experiences. You are a strategic thinker, can prioritize and define product roadmaps, manage a product backlog, make quick decisions and coordinate the team to release quality products within planned timelines. You understand modern platform structures, cloud architectures, digital platforms and enablers, and data strategy considerations. In addition, you understand and have a perspective on how product and delivery organizations are structured and operate within complex, regulated national and global companies. Outside of client engagements, you have experience with business development activities (e.g. pursuits, proposals) and practice building activities such as mentoring teams and developing/delivering trainings.

Skills and attributes for

• Strategy and Organization
  • Develop product strategies that align with business objectives and account for technology, data and experience design considerations
  • Define product organization and operating models (e.g. product taxonomy, organizational structure, funding methods, product delivery processes, governance models, decision-making models) that help our clients better allocate funding, prioritize work and drive quality and efficient delivery
  • Improve portfolio management with product metrics and OKRs that align work to business objectives and increase transparency/traceability of outcomes
• Technology Delivery
  • Drive technology delivery through defining business requirements (user stories and acceptance criteria), prioritizing backlogs, and creating and maintaining roadmaps
  • Lead cross-functional teams of designers, engineers and testers through the software development lifecycle (SDLC) from ideation through implementation and deployment
  • Advocate and operationalize cross-functional best practices such as user testing, functional and regression test automation and alignment to industry/client standards
• Product Enablement
  • Utilize prevalent product management tools (e.g. JIRA, Azure DevOps, AhA!, Productboard) to ideate and deliver technology solutions
  • Utilize product analytics software and frameworks (e.g, Pendo, amplitude, etc.) to derive insights on user behavior, product performance, and value delivery, translating findings into actionable recommendations
  • Advise on and implement best practices and standards for experience design, agile delivery, technology and data
  • Operationalize leading technologies including generative AI to improve quality and efficiency throughout the SDLC (e.g. user story definition)
• Core Consulting
  • Construct and communicate a compelling story to rally the client around potential changes and associated benefits
  • Own the desired outcomes defined in client engagements and carry through to implementation
  • Manage service delivery, identifying future sales opportunities, and supporting practice development activities.
  • Maintain long-term client relationships and networks and cultivate business development opportunities.
  • Effectively work with client engagement teams with diverse skills and backgrounds fostering an innovative and inclusive work environment.
  • Demonstrate understanding of current technology environment and industry trends and provide recommendations for engagement and client service issues.

To qualify for the role you must have

• Bachelor’s degree in Computer Science, Engineering, Information Systems Management, Accounting, Finance, or a related field and 5 years of progressive, post-baccalaureate work experience. Alternatively, will accept a Master’s degree in Computer Science, Engineering, Information Systems Management, Accounting, Finance, or a related field and 4 years of work experience.
• Facilitate discussions with technical, design and business subject-matter resources to document requirements, establish a vision, and articulate alternatives for future state solutions across various domains and channels.
• Has set product vision, defined and managed product roadmaps, prioritized and managed the backlog and has led product launches.
• Can participate in and drive ideation sessions, standups, sprints and scrums.
• Has a specific domain knowledge and understands the dynamics impacting their product such as market trends, technology and regulatory rules.
• Experience with successfully managing projects with defined deliverables and budgets. Experience must include budgeting and managing the schedule; client relationship management; communicating strategically around key issues; conflict resolution and consensus building.
• Must have a thorough understanding of complex information systems and technology organizations and to be able to work effectively between the application, data infrastructure, operations and security architectural spaces
• Proven delivery skills including the ability to scope/size a project; staff a team with the appropriate skill set; provide subject matter direction and guidance to a team; manage communications with the project sponsors and manage the delivery of an engagement workstream.
• Requires domestic and regional travel up to 80% to serve client needs.

Together, all in, to build a better working world.

Your key responsibilities

• Performing and reviewing daily accounting transactions of clients
• Performing month end / quarter end / year end closing activities
• Maintaining reconciliations with related and third parties
• Preparing tax returns and other compliance requirements
• Preparing payrolls for clients’ employees
• Coordination and communication with shared service centers and clients’ tax teams resident abroad
• Coordination and communication with clients’ tax offices
• Following legislative changes and implementing when applicable
• Coordination with other sub-service lines of EY Tax team
• Supervising the engagement team

Skills and attributes for success

• University degree, preferably in Accounting and Finance or Business Administration
• Knowledge of Uniform Chart of Account; experienced in general accounting for 2 -7 years
• Excellent Excel, PowerPoint and Word skills and experienced in reporting
• Fluency in both written and spoken English
• Knowledge of MS NAV, SAP and Oracle accounting systems is an asset
• Knowledge e-applications such as e-invoice, e-ledger etc.
• Proven originator and team player
• Ability to work with flexible working hours
• SMMM qualification is an asset

What we offer you

Building a better working world

Integrated Risk Management (IRM) Managed Services Center Senior Analyst (Senior)

The risk landscape is continuously changing due to market volatility, geopolitical crises, wide-spread economic changes, regulatory reforms and cyber threats. As a result, organizations look to us to transform their approach to risk to turn it in a means to not only protect the enterprise but create value.

Clients retain IRM Managed Services to assist them with transforming their risk functions and providing operational support for technology solutions to provide the executive leadership with valuable insight for decision making. As an IRM professional you will belong to a globally connected team of specialists delivering services from our Dallas Service Center.

Your Key Responsibilities

As a member of our IRM service center, you will be part of a specialized team supporting the delivery of risk and technology solutions on Governance, Risk, and Compliance (GRC) platforms such as Archer Technologies and Service Now.

Skills and Attributes for Success

• Responsible for managing IRM service center delivery around GRC offerings
• Support ongoing maintenance and enhancement requirements for our clients
• Supervising daily activities of 8-12 service center Tier 1 or 2 Analysts
• Managing project/engagement budgets for IRM service center capabilities
• Support development of policies and procedures to guide IRM service center activities
• Assist IRM service center manager with project planning and identification of opportunities to improve delivery of services
• Communicate issues and seek support in a timely manner to eliminate roadblocks and drive collaboration, speed, innovation, and excellence
• Maintain a professional communicative relationship with IRM engagement team utilizing IRM service center support
• Provide timely, comprehensive, and accurate information in both written and verbal communications

To qualify for the role, you must have

• 2+ years of relative development experience as a System Administrator
• Archer Certified Administrator – Specialist or Archer Certified Administrator – Expert (formerly Archer Certified Professional)
• Experience with data feeds, APIs, and other integrations
• Proficiency with Microsoft Office (e.g., Outlook, Word, Excel, PowerPoint, etc.)
• Possess working knowledge of and prior experience applying risk management fundamentals
• Excellent written and oral communication skills
• Proven leadership skills
• Past experience managing and prioritizing multiple projects / work streams
• Ability to think critically and problem solve
• A team-focused mentality with the proven ability to work effectively with diverse stakeholders
• Proactive attitude, seeking for improvement opportunities which can positively impact the business
• An ability to work under pressure while maintaining a professional image and approach
• Decision-making capabilities, with an ability to weigh the pros and cons of potential actions and identify the most appropriate one

Ideally, you’d also have

• Associate or Bachelor’s degree in Computer Science, Information Systems, Business, or other related area of study preferred
• Prior military experience preferred
• Ability to obtain and maintain a Secret-level clearance or higher
• Past experience mentoring and developing personnel
• ServiceNow Certifications: Certified System Administrator (CSA)
• Proficiency with scripting and data integration within the ServiceNow platform
• 2+ years of supervisory experience

Key Responsibilities

• Technical preparation and review of complex trust and estate accountings.
• Perform complex calculations and reconstruction when required.
• Research of state specific principal and income acts when needed.
• Responsible for managing client relationships and retaining client good will.
• Participate in weekly sales calls, and client presentations and business development meetings, when requested.
• Provide timely and effective responses to client needs and compliance requirements.
• Provide estimates for new accounting work and prepare all required documentation for new engagements.
• Build and maintain strong relationships with internal EY groups.
• Facilitate communications and provide assistance to team members by sharing knowledge, offering advice, and making decisions to meet engagement deliverables.
• Develop operational efficiencies to deliver timely high-quality services and work products.
• Contribute to a flexible, stable and team oriented working culture that fosters staff development.
• Complete self- study courses to maintain and enhance knowledge of fiduciary accounting and software applications, and to meet Firm continuing education requirements.
• Work to ensure all projects are properly and timely billed and oversee follow-up with clients regarding bill collections.

Skills and Attributes for Success

To qualify for the role, you must have

• Bachelor’s degree.
• CPA, EA, licensed Attorney, Professional Fiduciary orCTFA (Certified Trust and Fiduciary Advisor) certification
• 5+ years of fiduciary/court accounting experience at a bank, law firm or CPA firm with a proven track record of successfully managing staff and engagements.
• Excellent technical fiduciary accounting skills.

• Experience working with complex assets (LLCs, partnerships, alternative investments, etc.) and large trusts and estates.
• Experience working with family offices a plus.
• Demonstrated excellent interpersonal, analytical, and problem-solving ability.
• Excellent verbal and written communication skills.

• Experienced at reviewing IRS Forms 706, 1041 and K-1s.

Ideally, you will also have

• Understanding of complex investments and fiduciary tax.
• Understanding of trust structures and trust terminology.
• Ability to review and interpret trust agreements and estate planning documents.
• Strong management and leadership skills.
• Strong client interaction skills.
• Proficient with software applications, including OneSource Accounting Software FAS; Microsoft Word and Excel.

Your key responsibilities

As a Senior within the Insurance Actuarial Advisory Services Property and Casualty team, you will be challenged to lead engagement teams and contribute to projects such as:

• Reserving, actuarial opinion and regulatory services
• Ratemaking analytics and services
• Actuarial process redesign and software integration
• Predictive analytics
• Data visualization
• Market strategy advice
• Reinsurance analysis and advice
• Ad hoc financial reporting advice

Skills and attributes for success

• Build strong relationships with client personnel and consistently deliver high-quality services.
• Monitor progress, manage risk and ensure key stakeholders are kept informed about outcomes.
• Stay abreast of current business, regulatory and industry trends relevant to the client's business.
• Demonstrate in-depth technical actuarial expertise and professional knowledge.
• Exhibit strong business acumen and a commitment to continuous learning.
• Commit to developing a strong personal brand by staying informed regarding economic/market developments and their impact on the firm's clients.
• Progress towards professional credentials from the Casualty Actuarial Society or other industry organizations.

To qualify for the role, you must have:

• Bachelor's degree in Actuarial Science, Mathematics, Statistics, or a related field.
• Approximately 3+ years of experience in an actuarial position.
• Associate of the Casualty Actuarial Society, (ACAS)or actively pursuing Associateship within the Casualty Actuarial Society with a minimum of 5 actuarial exams passed.
• 2 years of experience with Excel, SAS, VBA and /or C++.
• Strong writing, presentation, conceptual, analytical, and interpersonal skills as evidenced by preparing and presenting results and/or findings to clients or senior management.
• Ability to understand and persuade on complex subjects both in writing and verbally
• Experience working in a team environment on project-based work.

Ideally, you will also have:

• 2 years of experience with R, Python, or other relevant programming languages.

• Previous consulting experience or experience implementing new processes/procedures in a corporate environment.

What we look for:

• We are most interested in intellectually curious people with a clear passion for actuarial work. You will also need to be a great communicator, as well as flexible in the face of often rapidly changing projects.

We offer a competitive compensation package where you’ll be rewarded based on your performance and recognized for the value you bring to our business. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. Under our flexible vacation policy, you will decide how much vacation time you need based on your own personal circumstances. You will also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.

Plus, we offer:

• Continuous learning : You will develop the mindset and skills to navigate whatever comes next.
• Success as defined by you : We will provide the tools and flexibility, so you can make a meaningful impact, your way.
• Transformative leadership : We will give you the insights, coaching and confidence to be the leader the world needs.
• Diverse and inclusive culture : You will be embraced for who you are and empowered to use your voice to help others find theirs.

Your key responsibilities

You will be preparing and reviewing complex individual tax returns to income tax planning and advising of high net worth individuals and families, allowing you to develop into a trusted advisor role to client. You will work with specialists in our other areas including International tax, state and local tax and asset management to deliver comprehensive solutions to our clients.

Skills and attributes for success

• Performing high quality preparation and review of complex tax returns
• Knowledge/experience in handling hedge fund and Private equity K-1s
• Researching tax issues with a team to develop effective tax planning strategies and translate complex data from a range of sources into client-ready insights and deliverables
• Building effective long-term relationships with our clients, understanding their unique needs to provide a tailored service
• Maintaining your reputation in your field by constantly updating and sharing your technical and finest practice knowledge
• Identifying and reacting to risks and opportunities to improve our services and processes

To qualify for the role you must have

• A bachelor's degree in Accounting, supported by significant tax or financial planning experience
• CPA license or a licensed Attorney is required or the ability to achieve either certification
• Minimum of 3 years of work experience in professional services or professional tax organization
• A thorough understanding of estate and wealth planning
• Experience with federal and state personal and trust income tax
• Excellent collaboration and negotiation skills, and the confidence to challenge senior colleagues and stakeholders from a diverse range of backgrounds
• A thorough understanding of automated tax processing systems and laws within your area of technical professionalism

Ideally, you'll also have

• A proven record in high net-worth tax planning
• A proven record in a professional services environment
• Experience in working on multiple teams prioritizing your work load
• Strong analytical skills and attention to detail
• The ability to adapt your work style to work with both internal and client team members

What we look for

We're interested in tax professionals with a genuine interest in providing outstanding services to some of the world's most influential people. Working with people from all backgrounds, from executives and entrepreneurs to investors and families, you'll use your experience and status as a trusted advisor to maintain and further our reputation for excellence.