Operations Clerk jobs

Your key responsibilities

You’re likely to spend your time on a diverse array of projects, responsibilities and tasks, supporting client engagements by participating in day-to-day interactions with team members, providing a quality work product and driving delivery of services to meet deadlines. You will support the Customer Tax Operations practice with the preparation and delivery of tax information reporting (1099/1042-S/8804), FATCA/CRS reporting, tax withholding certificate validation (Forms W-8/9) and related withholding and reporting reconcilations for engagements with banks, wealth and asset management firms and insurance companies. You’ll be working in a highly collaborative culture, where listening to and sharing information with colleagues is an essential part of the role.

Skills and attributes for success

• Timely, efficient and accurate support of the production of information reporting in a volume-driven environment within deadline-driven time frames established by governmental agencies and as dictated by the performance standards set forth by the practice’s clients
• Balancing time between multiple projects and responsibilities, working with multiple engagement teams to serve multiple clients
• Understanding of tax withholding certificates (Forms W-8/W-9) and FATCA/CRS Self Certification forms as well as information returns, including the data and information that’s required on the forms or information return for accuracy in tax reporting.
• Understanding of vendor and client systems that support an tax operations function.
• Analyzing bridged customer data and transaction information to identify potential errors and omissions and applying knowledge of basic tax concepts to make decisions and take action to modify tax reporting coding or reporting pertaining transactions and income to support accuracy in tax reporting
• Managing internal and external communications, including requesting and documenting receipt of client authorizations and instructions, as well as other correspondence that is material to the tax compliance process using the tax software, basic software applications such as Microsoft Word, Excel and Power Point, and proprietary client collaboration tools
• Communicating with client tax liaisons, tax compliance teams and other stakeholders to gather required information, and obtain instruction or authorization necessary for timely, accurate production of tax information reporting.
• Support billing and collections for tax compliance and related services
• Assist engagement team with reconciliation of customer demographic date, transaction data and tax information returns to achieve complete, accurate and timely filing of those returns; including identifying and resolving reconciliation discrepancies
• Routinely communicating with immediate supervisor and colleagues to obtain guidance and instruction pertaining to performance of work, provide updates on status of work, and discuss recommendations concerning correction of data issues to support accuracy and consistency in tax reporting

To qualify for the role, you must have

• Bachelor degree (Accounting, Business, Finance or equivalent degree preferred)
• 1–2 years of experience
• Proficient in basic computer software applications, including Microsoft Word, Excel and PowerPoint and ability to learn other software applications
• Working knowledge of 1099/1042-S reporting systems
• Working knowledge of tax compliance and information reporting rules
• Ability to work effectively both independently and with a team, and assist with a variety of projects of varying degrees of complexity
• Leverage knowledge gained through education and on-the-job experience as well internal and external training and coaching to perform essential functions of the job
• Assist with training less experienced team members on administrative tasks and tasks supporting the tax compliance process
• Excellent organizational and verbal/written communication skills
• Ability to follow a standardized process and ask questions when needed
• Prioritization of assignments to achieve appropriate workflow and timely production of client deliverables
• Commit to periodic travel (5%–10%)

Ideally, you’ll also have

• Experience in a professional services environment
• A proven record in information reporting and withholding tax laws and concepts required to prepare US federal and state information and withholding tax returns
• Experience with tax withholding validation and complete tax withholding certificates
• Experience with FATCA/CRS reporting templates
• Strong analytical skills and attention to detail
• The ability to adapt your work style to work with both internal and client team members
• A proficiency in trust tax software

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.

Supply Chain Operations – ServiceNow Procurement Consulting - Manager

We are seeking a manager with deep expertise in end-to-end Procurement and ServiceNow Source-to-Pay (S2P) capabilities. As a ServiceNow Procurement Consulting Manager, you will play a pivotal role in driving the design, implementation and optimization of procurement solutions for our clients. You will lead a team of consultants to deliver innovative solutions that enhance procurement processes and drive efficiency through the design and implementation of orchestration solutions enabled by ServiceNow. This position offers the chance to work closely with clients, understand their needs, and provide strategic guidance to help them achieve their procurement goals.

Your key responsibilities

As a manager in EY’s Procurement practice, you will:

• Lead the business process design of orchestration solutions enabled by ServiceNow
• Collaborate with our ServiceNow technology consultants to ensure alignment between business processes and technical solutions
• Analyze client procurement needs and develop strategic designs that enhance efficiency and effectiveness

• Design and implement AI-driven procurement solutions to optimize decision-making and process automation

• Conduct workshops and training sessions to promote best practices in procurement and orchestration
• Foster strong relationships with client stakeholders to ensure successful project delivery and client satisfaction
• Provide thought leadership on procurement process optimization and orchestration strategies
• Support business development initiatives by identifying opportunities for new solutions and enhancements
• Ensure compliance with procurement policies and industry regulations throughout the design process
• Mentor and guide team members in best practices for process design and implementation

Skills and attributes for success

• Ability to think holistically across people, process, data, and technology to design next-generation solutions
• Analytical mindset with a focus on process improvement and problem-solving.
• Ability to manage multiple projects and priorities effectively
• Deep understanding of ServiceNow's S2P capabilities and procurement best practices
• Strong communication and storytelling skills with the ability to tailor technical insights for business audiences
• Client-facing experience in shaping or selling transformation programs
• Entrepreneurial mindset with the ability to thrive in ambiguous, fast-moving client environments
• Strong leadership and team collaboration skills
• Excellent communication and stakeholder management abilities

To qualify for the role, you must have

• A bachelor’s degree in Supply Chain, Information Technology, or a related field
• 5-8 years of experience in business process design, procurement consulting or ServiceNow S2P
• Strong understanding of procurement processes and best practices
• Proven experience with ServiceNow and its procurement solutions
• Demonstrated experience in shaping and defining solutions for operational efficiency or digital enablement

Ideally, you’ll also have

• Previous experience in a leadership role within a consulting environment
• Experience with Agile methodologies and project management frameworks

• Experience with other leading Procurement technology (Ariba, Coupa, etc.) and AI solutions
• Consulting experience or involvement in multi-disciplinary transformation projects
• Experience in change management and process optimization

Job Description

As a Procurement Manager, you will support all aspects of client-facing procurement technology projects, which spans many leading solutions in the market (e.g. GEP, Zycus, and Zip). You will be expected to drive project initiatives and lead process design, implementation, problem solving, and project management activities that add value and results for our client base.

Typical responsibilities include:

Project Execution

• Manage implementation of procurement solutions throughout the full lifecycle of execution
• Provide thought leadership and benchmarking
• Lead and drive current state activities
• Lead and drive future state end to end process design sessions
• Identify S2P business, technical, and integration requirements to support the implementation of S2P technologies.
• Synthesize disparate data sources into insights and clear deliverables
• Work together with clients to identify and interpret key project requirements
• Develop and enhance relationships with client stakeholders
• Create project plans and manage delivery of client project work
• Coordinate with subject matter experts within and outside of the firm

Business Development

• Support sales pursuits
• Develop materials and thought leadership for go-to-market conversations

Travel Requirements:

Travel is required for this role and could vary from 10-50%

Job Description

As a Procurement Operating Model Transformation Manager, you will lead and deliver end-to-end procurement transformation engagements for clients across industries. The role focuses on reviewing the client’s current state challenges, bringing in leading practices for discussions across people, processes, technology and data lenses. Enabling the leaders of procurement at client to define strategic transformation roadmaps, optimizing source-to-pay operations, deploying digital procurement solutions, and driving measurable business outcomes. As a trusted advisor, you’ll help clients elevate procurement’s impact—from cost savings to enterprise value creation.

1. Client Delivery & Project Leadership

· Design and execute procurement transformation programs spanning strategy, process, digital, and operating model dimensions.

· Lead cross-functional client teams to assess current maturity and define future-state procurement models.

· Leverage benchmarking data to evaluate maturity and drive strategic roadmap development

· Develop robust business cases and track value realization (cost savings, efficiency gains, supplier innovation).

· Manage engagement economics, timelines, and deliverables while ensuring high-quality outputs.

2. Procurement Operating Model and Process Design

· These projects could include, current state process review, organization analysis, spend analysis, buy channel review, digital procurement platform review, policy and master data review

· Shape client procurement strategies aligned with corporate priorities (e.g., ESG, resilience, digital).

· Define target operating models, governance frameworks, and performance measurement systems.

· Advise on organizational design, capability building, and role alignment to enable future-state operations.

· Reimagine source-to-pay processes for automation, analytics, and user-centric design.

· Integrate spend analytics, supplier intelligence, and category strategy tools to drive insight-led decisions.

· Drive stakeholder alignment across client business units, finance, IT, and procurement.

· Support in communication, training, and adoption strategies to ensure sustainable transformation.

· Coach client teams to build internal capability and embed new ways of working.

3. Business and Practice Development

· Support business development through proposal creation, client presentations, and industry insights.

· Mentor junior consultants and contribute to practice capability building.

· Contribute to intellectual capital and go-to-market offerings on procurement transformation, digital, Agentic AI, ESG etc.

Travel Requirements:

· Travel is required for this role and could vary from 20-50%

Skills & Qualifications

· 7-8 years of experience in procurement, sourcing, or supply chain with a minimum of 4–5 years in consulting or transformation roles that include leading teams.

· Proven success leading procurement operating model redesign, technology enablement, or cost optimization programs.

· Strong project management, analytical, and client-facing communication skills.

· Demonstrated ability to lead and influence senior stakeholders.

· Experience with digital procurement tools (Ariba, Coupa, Zycus, GEP, Jaggaer, Ivalua, etc.) and spend analytics.

· Exposure to AI, RPA, or advanced analytics in procurement.

· MBA or equivalent postgraduate qualification preferred.

· Professional certifications (CIPS, PMP, Six Sigma, or equivalent).