Tax Senior Manager - Financial Services Organization jobs at Ey in United States, Philadelphia

Senior Analyst - Financial Services Organization – AI and Data – Service Delivery Center

You’ll architect and deploy production-grade AI agents and multi-agent systems that transform financial services. Working with cutting-edge LLMs and agentic frameworks, you’ll build autonomous systems that process millions of transactions, make intelligent decisions, and continuously learn from real-world financial data. This is your chance to shape how AI reshapes global finance.

Build Autonomous Financial AI Systems

• Design and implement multi-agent architectures using LangChain, AutoGen, or CrewAI for complex financial workflows
• Deploy production-ready LLMs fine-tuned for financial domain expertise (loan underwriting, risk assessment, regulatory compliance)
• Create RAG (Retrieval-Augmented Generation) systems that connect AI agents to enterprise knowledge bases and real-time market data
• Implement agentic reasoning systems capable of autonomous decision-making within regulatory boundaries

Scale AI Solutions for Enterprise Impact

• Deploy AI agents serving millions of customers with sub-second latency requirements
• Build robust MLOps pipelines for continuous model improvement and A/B testing
• Implement comprehensive monitoring and observability for autonomous systems
• Optimize inference costs while maintaining performance SLAs

Drive Innovation in Financial AI

• Prototype breakthrough applications: AI-powered trading assistants, autonomous compliance monitors, intelligent fraud detection agents
• Collaborate with financial domain experts to translate complex regulations into AI agent behaviors
• Contribute to EY’s AI research initiatives and patent applications
• Present solutions to C-suite executives at major financial institutions

Core Skills (Must-Have)

• 3-5 years of Python programming with production deployment experience
• Hands-on experience with LLMs: GPT-4, Claude, Llama, or similar foundation models
• Agentic AI frameworks: LangChain, AutoGen, CrewAI, or similar multi-agent orchestration tools
• Vector databases: Pinecone, Weaviate, or Chroma for semantic search at scale
• Cloud platforms: AWS SageMaker, Azure OpenAI Service, or Google Vertex AI
• MLOps practices: Model versioning, A/B testing, drift detection, and continuous deployment

Preferred Skills (Nice-to-Have)

• Experience with financial services applications (trading, risk, compliance, or banking)
• Knowledge of prompt engineering and in-context learning optimization
• Familiarity with model fine-tuning techniques (LoRA, QLoRA, PEFT)
• Understanding of AI safety practices and responsible AI frameworks
• Experience with real-time streaming architectures (Kafka, Flink)
• Contributions to open-source AI projects
• Good written and verbal communication skills
• A willingness and ability to travel at 0%-25%
• Valid driver’s license in the US
• Valid passport

Ideally, you’ll also have

• Certification in any database management system, reporting or data visualization, or programming/statistical language
• Working knowledge or certifications in cloud technologies such as Snowflake, Databricks, AWS, or Azure
• Experience with generative AI models and techniques, including GANs and Transformers
• Understanding of the ethical implications of generative AI and commitment to responsible AI practices

What we look for

We’re interested in professionals that are passionate about technology, who already have an understanding of data and are comfortable analyzing or manipulating it while generating reports for clients. You’ll also need to be able to clearly articulate both problems and proposed solutions, and have the willingness to learn and quickly adapt to changing requirements. On top of this, we’re looking for team players and hard workers who are not afraid to take initiative to master their craft and produce high-quality work. If you have a proactive approach and want to be part of a group that continues to grow significantly, this role is for you.

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, both pension and 401(k) plans, a minimum of 15 days of vacation plus ten observed holidays and three paid personal days, and a range of programs and benefits designed to support your physical, financial, and social well-being. Plus, we offer:

• Opportunities to develop new skills and progress your career
• Support and coaching from some of the most engaging and knowledgeable colleagues
• A collaborative environment where everyone works together to create a better working world
• Excellent training and development prospects

KEY Capabilities:

• Experience in working with Splunk Enterprise, Splunk Enterprise Security & Splunk UEBA
• Minimum of Splunk Power User Certification
• Good knowledge in programming or Scripting languages such as Python (preferred), JavaScript (preferred), Bash, PowerShell, Bash, etc.
• Assist in remote and on-site gap assessment of the SIEM solution.
  • Work on defined evaluation criteria & approach based on the Client requirement & scope factoring industry best practices & regulations
  • Assist in interview with stakeholders, review documents (SOPs, Architecture diagrams etc.)
  • Asist in evaluating SIEM based on the defined criteria and prepare audit reports
• Good experience in providing consulting to customers during the testing, evaluation, pilot, production and training phases to ensure a successful deployment.
• Experience in onboarding data into Splunk from various sources including unsupported (in-house built) by creating custom parsers
  • Verification of data of log sources in the SIEM, following the Common Information Model (CIM)
  • Experience in parsing and masking of data prior to ingestion in SIEM
  • Provide support for the data collection, processing, analysis and operational reporting systems including planning, installation, configuration, testing, troubleshooting and problem resolution
  • Assist clients to fully optimize the SIEM system capabilities as well as the audit and logging features of the event log sources
  • Assist client with technical guidance to configure their log sources (in-scope) to be integrated to the SIEM
• Experience in SIEM content development which includes :
  • Hands-on experience in development and customization of Splunk Apps & Add-Ons
  • Builds advanced visualizations (Interactive Drilldown, Glass tables etc.)
  • Build and integrate contextual data into notable events
  • Experience in creating use cases under Cyber kill chain and MITRE attack framework
  • Capability in developing advanced dashboards (with CSS, JavaScript, HTML, XML) and reports that can provide near real time visibility into the performance of client applications.
  • Sound knowledge in configuration of Alerts and Reports.
  • Good exposure in automatic lookup, data models and creating complex SPL queries.
  • Create, modify and tune the SIEM rules to adjust the specifications of alerts and incidents to meet client requirement
  • Experience in creating custom commands, custom alert action, adaptive response actions etc.

Qualification & experience:

• Minimum of 3 years’ experience in Splunk and 3 to 5 years of overall experience with knowledge in Operating System and basic network technologies
• Experience in SOC as L1/L2 Analyst will be an added advantage
• Strong oral, written and listening skills are an essential component to effective consulting.
• Good to have knowledge of Vulnerability Management, Windows Domains, trusts, GPOs, server roles, Windows security policies, user administration, Linux security and troubleshooting
• Certification in any other SIEM Solution such as IBM QRadar, Exabeam, Securonix will be an added advantage
• Certifications in a core security related discipline (CEH, Security+, etc.) will be an added advantage.

EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets.

Review evaluations of business models, processes and operations to develop a comprehensive understanding of business needs and requirements and maintain an understanding of the technical implications of risks, assumptions and dependencies. Translate sophisticated business requirements into technical requirements and specifications, supplying to system architectural design and development. Build links with business partners and subject matter experts to assemble, understand, document and analyze business requirements and support the business to envision future state and what they need to change to support it. Review the production of technical specifications to guide system architectural design and development and reviews quality assurance tasks to ensure completeness of requirements. Identifies processes and information technology required to introduce solutions and recommends modifications to systems and processes for efficiency, scale, and performance. Maintain an understanding of risks, assumptions, and dependencies associated with the business and technical requirements, identifies any blockers and flags as appropriate, and assists with scope management activities including the identification and impact assessment of change. Review insights on whether solutions and technologies being implemented are meeting business requirements and provides recommendations on how to improve current processes.

Full time employment, Monday – Friday, 40 hours per week, 8:30 am – 5:30 pm.

MINIMUM REQUIREMENTS:

Must have a Bachelor’s degree in Business Administration, Computer Science, Data Science, Engineering, Information Technology, Mathematics, Statistics or a related field and 5 years of progressive, post-baccalaureate related work experience. Alternatively, will accept a Master’s degree in Business Administration, Computer Science, Data Science, Engineering, Information Technology, Mathematics, Statistics or a related field and 4 years of related work experience.

Must have 4 years of experience developing technical requirements and specifications, including knowledge of software engineering methodologies, reporting tools, modelling and testing.

Must have 4 years of experience partnering with business technology leaders, solution delivery leads and architects in the definition and delivery of long-term technology strategies for one or more portfolios.

Must have 4 years of experience gathering and interpreting business requirements at a consulting or professional services firm, at least 1 year of which must be in the tax or finance domain.

Must have 4 years of experience with product development and delivery framework especially Agile framework, DevOps practices and micro services.

Must have 4 years of experience with industry-standard business analysis techniques including user stories, use cases, and UML/logical modeling.

Must have 4 years of experience delivering IT solutions, providing comprehensive technical advice and understanding user requirements.

Must have 1 year of experience articulating ideas and presenting strategies, both written and verbal, at all organization levels.

Employer will accept any suitable combination of education, training or experience.

What we offer

We offer a comprehensive compensation and benefits package where you’ll be rewarded based on yourperformance and recognized for the value you bring to the business. The base salary for this job is $167,700.00 per year. 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. Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll 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.

• Continuous learning: You’ll develop the mindset and skills to navigate whatever comes next.
• Success as defined by you: We’ll provide the tools and flexibility, so you can make a meaningful impact, your way.
• Transformative leadership: We’ll give you the insights, coaching and confidence to be the leader the world needs.
• Diverse and inclusive culture: You’ll be embraced for who you are and empowered to use your voice to help others find theirs.
EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets.

This particular position at Ernst & Young in the United States requires the qualified candidate to be a "United States worker" as defined by the U.S. Department of Labor regulations at 20 CFR 656.3. You can review this definition at at the bottom of page 750. Please feel free to apply to other positions that do not require you to be a "U.S. worker".

Architect Hybrid Cloud + AI Solutions

• Design enterprise-grade cloud architectures across AWS, Azure, and GCP tailored to financial services workloads.
• Integrate AI/ML services (e.g., SageMaker, Bedrock, Azure ML, Vertex AI) into cloud-native platforms.
• Architect hybrid and multi-cloud environments supporting high availability, scalability, and compliance.
• Define governance frameworks for cloud and AI operations, including security, cost optimization, and regulatory alignment.
• Lead modernization initiatives including migration from legacy systems to cloud-native and AI-enabled platforms.

Lead High-Performance Engineering Teams

• Manage and mentor 6–12 engineers across cloud, DevOps, and AI disciplines.
• Foster a culture of technical excellence, innovation, and operational reliability.
• Collaborate with cross-functional teams including data scientists, financial analysts, and cybersecurity experts.
• Drive architectural reviews, technical deep-dives, and continuous improvement initiatives.

Drive Strategic Cloud + AI Initiatives

• Partner with financial services leadership to identify transformative opportunities.
• Translate business requirements into scalable cloud and AI architectures.
• Establish CI/CD pipelines, Infrastructure-as-Code, and AIOps/MlOps best practices.
• Present cloud and AI strategies to senior stakeholders and contribute to thought leadership.

Scale Impact Across Financial Services

• Oversee deployment of cloud-native platforms managing billions in financial transactions.
• Implement enterprise-wide cloud and AI platforms serving multiple business units.
• Define KPIs and metrics to measure performance, cost efficiency, and business impact.
• Drive adoption of emerging technologies: serverless, container orchestration, multi-agent AI, and FinOps.

Core Skills (Must-Have)

• Bachelor’s degree in Computer Science or other related field

• A minimum of 5 years of experience in cloud architecture and infrastructure engineering.
• Deep expertise in AWS, Azure, or GCP with focus on cloud-native services and AI/ML integration.
• Hands-on experience with AI platforms: SageMaker, Bedrock, Azure ML, Vertex AI.
• Strong understanding of AIOps, MLOps, Infrastructure-as-Code (Terraform, CloudFormation), and CI/CD.
• Proven track record designing secure, scalable, and compliant cloud environments.
• Experience with container platforms (Kubernetes, Docker) and microservices architecture.

Preferred Skills (Nice-to-Have)

• Financial services domain expertise (banking, insurance, capital markets).
• Familiarity with financial regulations (e.g., FFIEC, GLBA, Dodd-Frank).
• Experience with AI Engineering Frameworks, model governance, and cloud cost optimization.
• Knowledge of enterprise data platforms (Snowflake, Databricks).
• Certifications in cloud architecture (AWS, Azure, GCP) and AI/ML engineering.
• Experience with emerging AI techniques: multi-agent systems, reasoning models, tool-use agents.

Ideally, You’ll Also Have

• Practical experience deploying AI-enabled cloud applications across financial use cases.
• Working knowledge of cloud-based ML services and data pipelines.
• Strong communication skills and ability to engage with technical and non-technical stakeholders.
• A willingness and ability to travel at 0%–25%.
• Valid driver’s license and passport.

What We Look For

We offer a competitive compensation package based on performance and value delivered. Our Total Rewards include medical and dental coverage, pension and 401(k) plans, generous vacation and holiday policies, and programs supporting your physical, financial, and social well-being. Plus:

• Opportunities to develop new skills and advance your career.
• Support and coaching from experienced colleagues.
• A collaborative environment focused on building a better working world.
• Excellent training and development prospects.

As part of our Finance Transformation team you will gain deep Power and Utility (P&U) industry experience working with senior leadership teams at our P&U clients as we support the energy transformation through Sustainable Finance. You will combine your finance capability with program and change management expertise to implement and embed improvements and deliver sustainable value.

Join our dynamic team as a Manager, Finance Transformation and be at the forefront of finance thought leadership and innovation for the Power & Utilities sector. In this role, you will co-create visionary strategies that empower CFOs to drive sustainable, long-term business value. Your expertise will be pivotal in designing future-proof operating models that meet rigorous reporting, regulatory, and control standards, all while leveraging cutting-edge technologies. You will craft compelling cases for change, encompassing both financial and non-financial factors, and lead the execution of comprehensive Finance Transformation programs.

Your key responsibilities

As a Manager Finance Architect for the Power & Utilities sector, you will play a critical role in leading and delivering innovative business processes and solutions. You will work individually and lead teams to create strategic solutions to navigate through complex challenges and learning opportunities. Your responsibilities will include:

• PowerPlan implementation and integration with ERP and EAM systems
• Finance operating model design
• Finance processes improvement
• Shared services and global business services design and implementation
• Outsourcing advisory
• Financial planning and analysis (FP&A)
• Finance systems (e.g., SAP), robotics, and intelligent automation
• Financial close, consolidation and reporting
• Cost management and profitability analysis
• Procure-to-pay and record-to-report processes
• Asset and project accounting
• Knowledge of interconnected utility billing to cash processes via CIS systems and GLs.
• Familiarity with utility rate structures, recovery and revenue models
• Understanding of the business of power transmission and distribution and the financial planning drivers related to these operations
• Understanding of FERC reporting requirements and intersections with GAAP reporting

• Defining and executing key deliverables
• Managing project timelines and tracking progress
• Engaging with clients regularly, providing valuable insights and leading working sessions
• Travel requires 60- 80% as needed to meet the needs of our external clients, including opportunities to lead teams and drive additional service offerings.

Skills and attributes for success

To thrive in this role, you will need a blend of technical and business acumen, including:

• PowerPlan and ERP system experience
• Proficiency in business case development and digital strategy

• Awareness of finance compliance and regulation
• Ability to assess finance quality, maturity, efficiency, and operational risk
• Expertise in finance strategy, operating model design, and transformation roadmaps
• Commitment to finance sustainability and driving outcomes

To qualify for the role, you must have

• A bachelor’s degree (4-year degree)
• Typically, no less than 2 - 4 years relevant experience in consulting and power and utilities industry
• Experience with P&U specific finance functions and applications such as SAP, Oracle, and Power Plan
• Business case development
• Digital strategy
• Finance compliance and regulation awareness
• Finance quality, maturity, efficiency & operational risk assessment
• Finance strategy, operating model and transformation roadmap
• Finance sustainability

Ideally, you’ll also have

• Strong relationship-building skills
• Excellent communication and critical thinking abilities
• A knack for complex problem-solving and digital fluency

Business is constantly evolving, and more than ever, staying at the forefront is all about identifying and adapting to change. As a Tax Manager, 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 coordinating day-to-day interactions with clients, reviewing staff work product, driving delivery of services to meet deadlines, developing internal team members, and managing engagement economics. You'll continuously build on technical competence by keeping up to date on trends, developments and technical authorities and apply them to complex situations. Identifying and resolving tax technical issues and sharing insights to improve our efficiency will be a key component. In addition, you'll partner with other team members to help identify new opportunities to leverage to your clients across multiple service lines.

Skills and attributes for success

• Providing our 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
• Developing the technical and soft skills of younger colleagues, and participating in the performance management process
• 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 five years of related work experience
• CPA certification or licensed attorney status
• A background in tax compliance and accounting for income tax and a broad understanding of US income taxation
• Experience managing budgets and projects
• 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
• 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

Manager - Financial Services Organization – AI and Data - Service Delivery Center

Data has yet to be utilized to its fullest potential. Financial institutions are looking to build smarter and more efficient ways to operate their business, through new opportunities uncovered by their data. You’ll be solving complex problems, as well as giving deliverables to our clients in the AI and data space. With support from a highly talented team, you’ll have tremendous growth opportunities, with a focus on continuous learning and skills development to become a leader that can make significant contributions to companies.

Your key responsibilities

You will be working with diverse teams of professionals with different skill sets to deliver a wide range of AI and data services. As part of that, you’ll need to be a team player with great communication skills, and have the desire to learn the technical skills required to fill the role.

Skills and attributes for success

• Collaborating, mentoring, and coaching teams with diverse skills and backgrounds
• Fostering an innovative and inclusive team-oriented work environment
• Being accountable for the success of your team and the project’s components
• Building strong relationships with your internal clients
• Great communication and influencing skills
• Demonstrating in-depth technical capabilities, professional knowledge, and interest in the financial industry and technology
• Leading and managing multi-disciplinary teams through a product life cycle – requirements, design, development, and testing
• Designing, building, and maintaining production-grade ML and DL models, machine learning workflows, and pipelines
• Helping clients make data-driven decisions by working with structured and unstructured data sets and building out predictive models
• Designing and developing solutions leveraging big data technology (Hadoop, Spark, etc.) to ingest, process, and analyze large, disparate data sets

To qualify for the role you must have

• A bachelor's or master’s degree in computer science, information systems, or related technology majors
• Minimum of 5 years of related work experience in AI/ML engineering or MLE/ML Ops
• Experience working with business, management, and technology concepts
• Proficiency in Python programming and associated machine learning libraries/packages (sklearn, TensorFlow, PyTorch, etc.)
• Extensive experience with cloud platforms such as AWS, Azure, or Google Cloud Platform (GCP) for deploying and managing ML and AI solutions
• Strong deep learning experience, particularly in applications of Neural Network architectures to Natural Language Processing, Computer Vision, and Machine Intelligence
• Knowledge of MLOps practices for continuous integration and continuous deployment (CI/CD) of machine learning models in a cloud environment
• Good written and verbal communication skills
• A willingness and ability to travel at 0%-25%
• Valid driver’s license in the US
• Valid passport

Ideally, you’ll also have

• Certification in any database management system, reporting or data visualization, or programming/statistical language
• Working knowledge or certifications in cloud technologies such as Snowflake, Databricks, AWS, or Azure
• Practical experience in developing and deploying Generative AI applications for various use cases such as text generation, image synthesis, and creative AI
• Familiarity with cloud-based machine learning services like AWS SageMaker, Google AI Platform, or Azure Machine Learning

What we look for

We’re interested in professionals that are passionate about technology, who already have an understanding of data and are comfortable analyzing or manipulating it while generating reports for clients. You’ll also need to be able to clearly articulate both problems and proposed solutions, and have the willingness to learn and quickly adapt to changing requirements. On top of this, we’re looking for team players and hard workers who are not afraid to take initiative to master their craft and produce high-quality work. If you have a proactive approach and want to be part of a group that continues to grow significantly, this role is for you.

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, both pension and 401(k) plans, a minimum of 15 days of vacation plus ten observed holidays and three paid personal days, and a range of programs and benefits designed to support your physical, financial, and social well-being. Plus, we offer:

• Opportunities to develop new skills and progress your career
• Support and coaching from some of the most engaging and knowledgeable colleagues
• A collaborative environment where everyone works together to create a better working world
• Excellent training and development prospects