Tax Advisor - National Indirect jobs at Ey in United States, New York

Manager – Tax Accounting and Risk Advisory Services (TARAS)

Our Tax Accounting and Risk Advisory Services (TARAS) practice assists companies with all aspects of their financial reporting for income taxes including tax accounting, tax provision procedures, and controls design and testing. The TARAS practice is an established practice that has been serving the complex and global tax reporting needs of companies for approximately ten years. We believe that by managing our clients' tax obligations responsibly and proactively we can make a critical difference, and you'll be at the heart of this mission.

This team comprises our most highly specialized resources in the area of ASC 740, provision process and internal controls over the tax provision. As a member, you will work closely with our leaders to serve companies that need assistance with tax accounting for transactions or their on-going tax provision process. As you progress, you'll become a trusted business advisor to your clients while helping organizations grow. You will also benefit from being mentored by recognized tax professionals who include some of the firm's most senior tax talent.

Your key responsibilities

As a Manager, you'll provide clients with tax guidance and consulting related to tax accounting and planning (internal restructurings, mergers and acquisitions, initial public offerings, dispositions, carve-out financial statements, GAAP conversions from US GAAP to IFRS or IFRS to US GAAP, share based compensation, financial statement restatements and balance sheet remediation of tax accounts). You'll also assist companies with all aspects of their preparation of the tax provision. In addition, you'll also have the opportunity review of the tax provision process to improve efficiency and accuracy and enhance the control environment and assessing tax risk and control environments inclusive of and beyond the boundaries of Sarbanes-Oxley Section 404.

Skills and attributes for success

• Tax Accounting Projects and Consulting
• Tax Provision Preparation/Review ' assist companies with all aspects of their preparation of the tax provision
• Process and Controls Enhancement
• Key Risks Identification, Prioritization, Monitoring and Remediation

To qualify for the role you must have

• A bachelor's degree in a related field, supported by significant tax or legal experience; MST, MAcc, or JD/LLM preferred
• Valid US Certified Public Accountant (CPA) license or active state bar membership
• Minimum of 5 years of work experience in professional services, tax organization, law firm, or IRS
• Broad understanding and experience with federal income taxation
• Strong analytical skills, written/verbal communication skills, interpersonal; problem-solving ability and attention to detail
• Ability to travel 50%+ and work on out-of-town projects

Ideally, you'll also have

• Strong ASC 740 and/or IAS 12 experience as well as experience in corporate tax planning and compliance; Relevant tax experience or equivalent experience in business or industry with a broad exposure to federal income taxation

Our Transaction Economics Group (TEG) specializes in the analysis of structured financial transactions covering a variety of industries. Drawing on our academic background in economics and finance, as well as our substantial industry experience, we work closely with our clients and other groups at EY, including M&A, Capital Markets, Partnerships/Joint Ventures and International Tax. As part of this group, you'll utilize a wide range of financial and economic modeling techniques, including cash flow modeling, derivatives pricing, term structure modeling, statistical analyses, debt-equity analyses, risk-return analytics and risk management techniques.

Your key responsibilities

Your typical day will involve working in small groups on projects with internal or external clients. You'll be heavily involved in drafting formal deliverables, developing customized financial models, researching business and capital markets trends and speaking to your findings. On top of this you'll be exposed to companies across various industries and located around the world, learning new things every day. We'll look to you to get familiar with certain tax policies and their implications to build your knowledge around research tools and resources so you can speak articulately about a business, industry, or market development.

Skills and attributes for success

• Assisting in the preparation of financial models and other tools that help our clients execute a variety of financial transactions, including asset acquisitions, disposition deals, capital structure transformations, and corporate reorganizations
• Applying principles of corporate finance to assess the economic implications of particular deal structures
• Preparing reports and client presentations
• Working at all levels of transaction structuring and execution, from evaluating alternative structures and bids through closing
• Compiling documentation related to each analysis

To qualify for the role you must have

• Achieved at least a bachelor's degree, typically with a concentration in Economics, Finance, Operations Research, Financial Engineering, Accounting or Statistics and approximately 3 years of related work experience; or a graduate degree and approximately 1-2 years of related work experience
• Flexible, willing to travel as well as work in excess of standard hours when necessary
• Proficient with MS Office, including MS Excel, MS Word and MS PowerPoint
• Willing and able to learn, work independently with minimal supervision
• Demonstrated writing, analytical and problem-solving skills
• Effective organization and time management skills, ability to work under pressure and adhere to project deadlines

Ideally, you'll also have

• Programing skills (VB and/or Matlab), familiarity with other financial software packages
• Familiarity with Bloomberg data terminals and other market research tools exposure to fixed income analytics and option pricing models are a plus

Tax Technology and Transformation

Tax Technology and Transformation offers services to companies in response to the continually expanding data processing, management, and analytics burden needed to support their tax compliance, reporting, and planning obligations. We help our clients optimize their leverage of existing and emerging technology to:

• Maintain a cost-effective tax function, reducing the manual effort needed for day-to-day compliance

• Meet new global requirements for tax reporting such as e-invoicing and BEPS Pillar Two

• Transform end to end processes, driving standardization and leading practices across the organization wherever tax is a relevant component

• Re-envisage the use of tax-relevant data as a key business asset to make faster and more insightful decisions.

Tax Technology and Transformation comprises the following services

• Digital tax transformation

• SAP/ERP tax integration

• Direct and indirect tax systems implementation and configuration (e.g. ONESOURCE Tax Provision, Corptax, ONESOURCE Determination, Vertex)

• Tax applications as a service

• Tax analytics and reporting enhancements

• Emerging tax technology, including robotic process automation, artificial intelligence, blockchain, cloud solutions, data lake development and business intelligence innovation

• Tax technology program mobilization

• Custom tax technology application development and deployment

• Tax technology strategy and road map development

• Post-transaction (M&A) tax function operational services

• Tax operating model transformation, including process improvement, risk, governance and controls

• Tax function assessment

Finance and tax transformation, in conjunction with re-platforming of ERP in SAP’s next generation S/4HANA landscape, make up one of the biggest opportunities for our clients to improve and ‘future proof’ the tax function, and represent an area that has seen significant growth and investment – which you will see reflected in your career. It is no exaggeration to say that you will be working on highly publicized projects. This is your opportunity to operate at the dynamic intersection of major technological and tax/regulatory change.

Your key responsibilities
As a Senior Manager in our SAP Tax Integration competency, you will play a critical role in delivering high-quality tax technology services to multinational clients. You will:

• Collaborate closely with partners, managing directors and engagement teams to lead complex ERP tax integration projects, working across the entire end-to-end delivery lifecycle

• Support the associated sales/pursuit process for new engagements.

• Help our clients leverage SAP technology and related third-party applications to realize enterprise value by improving their tax function (supporting and automating internal and external operations).

• Be responsible for managing multiple projects simultaneously while developing and mentoring the next generation of tax professionals in our practice.

Skills and attributes for success
We maintain our reputation as trusted advisors through continual learning, embracing change, and a willingness to take on complex challenges. To be successful you will be highly curious and have a strong sense of pride in the quality of your work.

The ideal candidate will:

• Have a technical foundation in core indirect tax (determination and compliance) and broad understanding of all direct/indirect tax domains

• Demonstrate an understanding of how ERP transformation programs are delivered using agile methodology, and what tax input is relevant at each phase

• Understand key tax processes and be able to translate related data/reporting needs into ERP system requirements/user stories

• Have experience in SAP S/4HANA (core financials plus related ecosystem applications such as SAP Analytics Cloud (“SAC”), SAP Profitability and Performance Management (“PaPM”), SAP Document Reporting and Compliance (“DRC”), etc.)

• Be experienced in working collaboratively on a cross-functional basis across tax, finance, and supply chain (from industry roles) or across tax and advisory (from consulting roles)

• Have a history of contributing to the development of thought leadership
• Have a proven track record in delivering high quality work in alignment with key business metrics

To qualify for the role, you must have

• A bachelor's degree and/or a master’s degree in accounting, Tax Technology, Management Information Systems, Computer Science, or a related field

• A minimum of eight years of related experience

• Approved technical certification, CPA license or membership to state Bar or progress to attaining those mentioned

• A strong interest in technology and its use in business processes

• Excellent communication and business writing skills

• A natural flair for problem solving and an entrepreneurial approach to work

• Strong organizational and time management skills, with exceptional client-serving business skills

• Willingness to travel as needed, and working in a balanced hybrid environment

Ideally, you'll also have

• Familiarity with third-party direct or indirect tax systems (such as ONESOURCE, Corptax, Vertex, etc.)

• Experience defining data and reporting needs for a tax department

• Enterprise Performance Management (EPM) experience, including HFM, OneStream, Oracle, SAP BW, SAP Business Objects

• Experience managing large, multidisciplinary projects that impact tax (e.g., ERP implementations, tax co-sourcing engagements, finance transformations)

Your Key Responsibilities

A Services Manager in FSO EDGE State & Local Tax will be responsible for delivering and managing tax compliance and consulting work for clients. The objective is to recognize and identify problem areas and items that need to be addressed or escalated to ensure client needs are timely and accurately completed. You will also be working in a highly collaborative culture, along colleagues from different practices, while listing and sharing information.

Skills and Attributes for Success

• Analyzing an evolving portfolio of complex tax operations to provide meaningful business insights
• Identifying potential opportunities and risks and communicating these to our clients
• Learning and researching current market trends, to maintain your credibility as a trusted advisor
• Developing clear, intelligent plans and approaches to improve our clients’ tax activities
• Researching our clients’ business operations and building long-lasting relationships to tailor your advice to their specific needs
• Working with a motivated team of professionals
• Building effective long-term relationships with our clients
• Maintaining your reputation in your field by constantly updating and sharing your technical and finest practice knowledge
• Managing, coaching and developing a team of tax professionals, reviewing work and helping to confirm they have the knowledge, tools and opportunities they need to excel

To qualify for the role you must have

• A bachelor’s degree in Accounting, Finance, Business or a related discipline or a graduate degree in Tax or Law
• CPA or licensed Attorney
• A minimum of 5 years of relevant work experience in professional services or professional tax organization
• A thorough understanding of automated tax processing systems and laws within your area of technical professionalism

• Excellent collaboration and negotiation skills, and the confidence to challenge senior colleagues and stakeholders from a diverse range of backgrounds
• A commitment to continuing your learning

Ideally, you’ll also have

• A thorough understanding of state and local partnership tax
• Proficiency in Office applications (Word, Excel, PowerPoint)
• Experience with Return Preparation Software
• Experience in working in a variety of teams
• Ability to adapt your work style to work with both internal and client team members

What We Look For

We’re interested in people with initiative who are not afraid to speak up, with a genuine desire to service clients in the financial services industry focused on state and local taxes. If you’re ready to further build on your reputation as a professional advisor, this role is for you.

Tax Technology and Transformation

Tax Technology and Transformation offers services to companies in response to the continually expanding data processing, management, and analytics burden needed to support their tax compliance, reporting, and planning obligations. We help our clients optimize their leverage of existing and emerging technology to:

• Maintain a cost-effective tax function, reducing the manual effort needed for day-to-day compliance

• Meet new global requirements for tax reporting

• Transform end-to-end processes, driving standardization and leading practices across the organization wherever tax is a relevant component

• Re-envisage the use of tax-relevant data as a key business asset to make faster and more insightful decisions.

Tax Technology and Transformation comprises the following services

• Digital tax transformation

• SAP/ERP tax integration

• Direct and indirect tax systems implementation and configuration (e.g. ONESOURCE Tax Provision, Corptax, ONESOURCE Determination, Vertex)

• Tax applications as a service

• Tax analytics and reporting enhancements

• Emerging tax technology, including robotic process automation, artificial intelligence, blockchain, cloud solutions, data lake development and business intelligence innovation

• Tax technology program mobilization

• Custom tax technology application development and deployment

• Tax technology strategy and road map development

• Post-transaction (M&A) tax function operational services

• Tax operating model transformation, including process improvement, risk, governance and controls

• Tax function assessment

Finance and tax transformation, in conjunction with re-platforming of ERP in SAP’s next generation S/4HANA landscape, make up one of the biggest opportunities for our clients to improve and ‘future proof’ the tax function, and represent an area that has seen significant growth and investment – which you will see reflected in your career. It is no exaggeration to say that you will be working on highly publicized projects. This is your opportunity to operate at the dynamic intersection of major technological and tax/regulatory change.

Your key responsibilities
As a Senior Manager in our SAP Tax Integration competency, you will play a critical role in delivering high-quality tax technology services to multinational clients. You will:

• Collaborate closely with partners, managing directors and engagement teams to lead complex ERP tax integration projects, working across the entire end-to-end delivery lifecycle

• Support the associated sales/pursuit process for new engagements.

• Help our clients leverage SAP technology and related third-party applications to realize enterprise value by improving their tax function (supporting and automating internal and external operations).

• Be responsible for managing multiple projects simultaneously while developing and mentoring the next generation of tax professionals in our practice.

Skills and attributes for success
We maintain our reputation as trusted advisors through continual learning, embracing change, and a willingness to take on complex challenges. To be successful you will be highly curious and have a strong sense of pride in the quality of your work.

The ideal candidate will:

• Have a technical foundation in core withholding tax (domestic and double tax treaty concepts) and preferably the typical WHT end-to-end processes, together with direct tax (provision and compliance) and broad understanding of all direct/indirect tax domains

• Demonstrate an understanding of how ERP transformation programs are delivered using agile methodology, and what tax input is relevant at each phase

• Understand key tax processes and be able to translate related data/reporting needs into ERP system requirements/user stories

• Have experience in SAP S/4HANA (core financials plus related ecosystem applications such as SAP Document Reporting and Compliance (“DRC”), etc.)

• Be experienced in working collaboratively on a cross-functional basis across tax, finance, and supply chain (from industry roles) or across tax and advisory (from consulting roles)

• Have a history of contributing to the development of thought leadership

• Have a proven track record in delivering high quality work in alignment with key business metrics

To qualify for the role, you must have

• A bachelor's degree and/or a master’s degree in accounting, Tax, Tax Technology, Management Information Systems, Computer Science, or a related field

• A minimum of eight years of related experience

• Approved technical certification, CPA license, Enrolled Agent or membership to state Bar or progress to attaining those mentioned

• A strong interest in technology and its use in business processes

• Excellent communication and business writing skills

• A natural flair for problem solving and an entrepreneurial approach to work

• Strong organizational and time management skills, with exceptional client-serving business skills

• Understanding of the importance of meeting deadlines and thriving in a high paced environment

• Willingness to travel as needed, and working in a balanced hybrid environment

Ideally, you'll also have

• Experience defining data and reporting needs for a tax department

• Experience managing large, multidisciplinary projects that impact tax (e.g., ERP implementations, tax co-sourcing engagements, finance transformations)

Our Business Tax Advisory practice gives you the opportunity to focus on US Tax - Information Reporting & Withholding. You will work in a group environment on challenging information reporting and withholding engagements across all financial services sectors. We offer the specialization in assisting clients with mission-critical operationaltax issues and customer reporting issues. Specifically, our experienced practitioners work across tax and operations to deliver advice and support throughout the project lifecycle. You will work closely with colleagues to assist clients in understanding relevant tax rules and implementing changes to their operations, processes, and systems.Foreign Account Tax Compliance Act (FATCA), and domestic withholding and reporting matters.You can expect to work on engagements dealing with the FATCA, cost basis reporting, and various other global compliance and reporting initiatives, such as Common Reporting Standards (CRS). As you progress within EY and our IRW tax team, you will become a trusted business advisor to your clients. As you develop, you will benefit from being led and mentored by nationally recognized tax professionals who include some of the firm’s most senior tax talent.

The IRW Tax Services practice invests in the development of its team, with frequent virtual training, update calls and in-person trainings to help individuals develop technical skills and learn about new areas of the law. Through your experiences, you will develop your skill sets and learn how IRW requirements are managed within large to medium size companies.

Your key responsibilities

You will interface daily with superiors, peers and subordinates and clients on large and small IRW projects. This could include interpreting IRS Code and Regulations, drafting guidance, data analyzation and requirements development that help clients translate and implement these rules. You may conduct a gap analysis of the current state of clients’ policies, procedures and systems and write business requirements. You will be part of a team that prepares documentation including presentations and flow charts. You will be involved in technical analysis, process improvement and respond to requests for proposals from clients also.

Skills and attributes for success

• Ability to read and interpret IRS Code, regulations and instructions
• Strong writing skills for policy and procedure writing is a must
• Ability to interface with all facets of our business
• Ability to multitasking and project management capability
• Creative problem solving, strong critical thinking

To qualify for the role, you must have at a minimum

• A Bachelor's degree from an accredited college/university and J.D., LL.M. in Taxation, and/or Master's in Taxation (MST) preferred
• A minimum of 2 years of relevant tax consulting or tax operational experience
• Be a licensed attorney, CPA, Project Management Professional, Six Sigma, Lean or equivalent certification or a certified member of the Institute for Professionals in Taxation or have the ability to obtain one of these designations

Ideally, you’ll also have

• Active participation in industry groups such as SIFMA, ABA, IIB
• The ability to understand and implement tax rules

• A demonstrated interest in tax information reporting and withholding work in Chapter 3, Chapter 4 and Chapter 61 or some experience working with these matters