Operations Team Leader jobs
EY Financial Services - Customer Tax Operations United States, Texas, Dallas
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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.
What we offer you
At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn .
- We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $58,300 to $96,400. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $70,100 to $109,400. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. 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.
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Teva Senior Director Global Product Strategy - Operations GPS United States, New Jersey
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As Senior Director of Global Commercial Operations, you will link strategic development to operational excellence with our key internal stakeholders. You will be accountable for leading the global business planning cycle and key internal and external milestones for our innovation medicines, working in collaboration with the leadership team, as well as R&D, BD and commercial regions. You lead the evolution of the team's capabilities and global processes, promoting agility, accountability, and smart decision-making.
This role can be based out of Parsippany, NJ OR Netherlands.
- Partner with R&D, BD, and regional leaders to streamline governance and accelerate portfolio growth.
- Serve as secretariat for the GPS Leadership Team, Innovation Medicines Steering Committee, and Innovation Commercial Committee—ensuring meetings are purposeful, aligned, and well-executed.
- Lead the Annual Business Planning process, including the refresh of global brand plans for key assets.
- Design and implement a streamlined, inclusive planning process that engages key functions and regions.
- Develop and embed Launch Excellence best practices in collaboration with Global Commercial TA leads, including external benchmarking.
- Coordinate global commercial input for quarterly investor meetings.
- Lead preparation of the Global Commercial Strategy QBR and other executive management deliverables.
Travel Requirements: Approximately up to 20% travel to support key meetings and cross-functional planning
- Bachelor’s degree required; Master’s or other advanced degree preferred.
- Minimum 15 years of experience in commercial, marketing, or sales leadership roles, including significant people leadership.
- Proven track record of developing strategies that drive long-term commercial success.
- Recent experience in a Tier 1 market (US or EU5) preferred, ideally within the last 5 years.
- Senior marketing experience in a market or LOC, preferably as a launch lead with global stakeholder collaboration.
- Experience across multiple therapeutic areas; experience leading complex global projects is preferred.
- Strategic thinker with a strong track record of performance delivery.
- Recognized expert with deep knowledge of best practices and current market trends.
- Demonstrated ability to lead cross-functional teams and develop talent.
- Operates with autonomy and accountability in a global matrix environment.
- Strong organizational, communication, and stakeholder management skills.
The annual starting salary for this position is between $201,440 – 264,390 annually. Factors which may affect starting salary within this range and level of role may include geography/market, skills, education, experience and other qualifications of the successful candidate.
We offer a competitive benefits package, including:
- Comprehensive Health Insurance: Medical, Dental, Vision, and Prescription coverage starting on the first day of employment, providing the employee enrolls.
- Retirement Savings: 401(k) with employer match, up to 6% and an annual 3.75% Defined Contribution to the 401k plan.
- Time Off: Paid Time Off including vacation, sick/safe time, caretaker time, and holiday.
- Life and Disability Protection: Company paid Life and Disability insurance.
- Additional benefits include, but are not limited to, Employee Assistance Program, Employee Stock Purchase Plan, Tuition Assistance, Flexible Spending Accounts, Health Savings Account, Life Style Spending Account, Volunteer Time Off, Paid Parental Leave, if eligible , Family Building Benefits, Virtual Physical Therapy, Accident, Critical Illness and Hospital Indemnity Insurances, Identity Theft Protection, Legal Plan, Voluntary Life Insurance and Long Term Disability and more.
The total compensation may also include restricted stock units and discretionary awards, depending on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.
The internal career site is available from your home network as well. If you have trouble accessing your EC account, please contact your local HR/IT partner.
Important notice to Employment Agencies - Please Read Carefully
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EY Supply Chain & Operations - ServiceNow Procurement Consultin... United States, New York, New York
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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
What we offer you
At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn .
- We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $128,400 to $235,300. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $154,000 to $267,400. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. 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.
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Bank Of America ServiceNow Data Operations Analyst United States, North Carolina, Charlotte
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Job Description:
Job Description:
The
Data Operations Analystsupports the Service Asset Configuration Management (SACM) Operations team which is responsible to ensure the assets (hardware/software) required to deliver services are properly controlled, and that accurate and reliable information about those assets are available when and where it is needed. The SACM Operations team provides reporting and operational capability for managing the inventory within the CMDB; including management of the Remedy internal product catalog.
This job is responsible for developing and delivering data solutions to accomplish technology and business goals and initiatives. Key responsibilities include performing code design and delivery tasks associated with the integration, cleaning, transformation, and control of data in operational and analytical data systems. Job expectations include working with stakeholders and Product and Software Engineering teams to aid with implementing data requirements, analyzing performance, and researching and troubleshooting data problems within system engineering domains.
Responsibilities:
- Manage workorder queue for asset management activities within the CMDB.
- Perform analytical analysis and assessments of data integration sources into the Master Data Warehouse
- Perform and communicate data consistency and accuracy assessments across key IT infrastructure SORs
- Drive future data standardization and quality measurements based on analysis outcomes
- Works across development teams to contribute to the story refinement and delivery of data requirements through the delivery life cycle
- Leverages architecture components in solution development, codes solutions to integrate, clean, transform, and control data in operational and analytical data systems per acceptance criteria
- Builds processes supporting data transformation, data structures, metadata, data quality controls, dependency, and workload management and defines and builds data pipelines and complex data sets to enable data-informed decision making, identifying and raising risks at all stages of the data engineering process
- Develops and executes test plans to produce quantitative results, contributes to existing test suites including integration, regression, and performance, analyzes test reports, identifies test issues and errors, and triages underlying causes
- Drives complex information technology projects to ensure on-time delivery and adheres to team delivery and release processes
- Identifies, defines, and documents data engineering requirements, communicating required information for deployment, maintenance, support, and business functionality
- Works with technology partners and a diverse set of stakeholders to identify and close gaps in data management standards adherence, negotiates paths forward, and helps identify and communicate solutions to complex data problems leveraging knowledge of information systems, techniques, and processes
Required Qualifications
- 3+ years Experience in Data Analysis or Data Integration
- SQL skills against industry standard DBMS (Cloudera, IBM, Trino, Oracle, SQL Server)
- Experience with problem management and ability to dive into root cause analysis.
- Experience with Data quality issues and development of metrics to support improvement of the data quality
- Basic technology knowledge with regards to terminology and database methodology.
- Strong interpersonal and business skills to achieve cooperation/coordination of multiple tasks being performed
- Ability to communicate effectively to multiple levels in technology organization
- Ability to effectively deal with multiple deadline-driven, customer-sensitive projects and tasks
- Strong time management and task prioritization skills
- Ability to communicate clearly and concisely verbally and in writing
- Ability to work with Senior management both on the Technology as well as Business
- Ability to assess and suggest changes to the Master Model over time
- Ability to provide input to reporting and integration requirements
Desired Qualifications
- ServiceNow ITSM experience
- ITIL 4
- Bachelor's degree in Technology from an Accredited University
Skills:
- Analytical Thinking
- Application Development
- Data Management
- Agile Practices
- Collaboration
- Decision Making
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EY Supply Chain & Operations - Digital AI Procurement United States, New York, New York
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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%
What we offer you
At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn .
- We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $128,400 to $235,300. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $154,000 to $267,400. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. 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.
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Bank Of America Lending Market Leader - Walnut Creek CA United States, California, Walnut Creek
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This job is responsible for managing a team of financial-center based specialists and driving enterprise initiatives and strategies focused on customer experience and relationships, digital capabilities, and operational excellence. Key responsibilities include having leader oversight and developing specialists that deliver personalized advice to financial center clients through the full spectrum of borrowing and banking at each stage of the client's life plan, including mortgage referrals and lending. Job expectations may include hiring, coaching, counseling, and developing teams.
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities:
- Oversees and holds specialists accountable for deepening client relationships by following established client relationship care processes, building partnerships across the organization to bridge relationships between the client and bank, and adhering to regulatory, securities and supervision laws, policies, and procedures
- Prepares and participates in management and team routines, conducts market visits, and ensures specialists deepen their customer relationships by following established relationship care processes and regulatory procedures
- Develops and executes enterprise and customer-driven market strategies to drive operational excellence, enhance the customer experience and relationships, and promote digital capabilities
- Demonstrates a commitment to professional ethics and is thorough and thoughtful in incorporating relevant regulatory due diligence, focusing on responsible growth and adhering with the risk tolerance framework
- Builds partnerships across the bank, integrates and drives strategic management activities, and develops specialists to deliver a client relationship oriented culture
Managerial Responsibilities:
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.
- Opportunity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals.
- Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement.
- Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions.
- Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues.
- People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance.
- Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.
- Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization.
- Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work.
Skills:
- Coaching
- Customer and Client Focus
- Result Orientation
- Risk Management
- Sales Performance Management
- Business Acumen
- Decision Making
- Hiring and Onboarding
- Inclusive Leadership
- Issue Management
- Adaptability
- Collaboration
- Drives Engagement
- Relationship Building
- Talent Development
Minimum Education Requirement:High School Diploma / GED / Secondary School or equivalent
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position Credit Solutions Advisor: FDIC, Safe Act/Loan Originators
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PayPal Sr Dir Global Peer-to-Peer Commercial Leader United States, New York, New York
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Essential Responsibilities:
- Drive revenue growth and global market expansion by identifying and cultivating strategic partnerships, channels, and opportunities
- Lead the negotiation with external partners and engage cross-functional support colleagues to ensure the successful delivery of solutions for large complex partnerships
- Develop and execute an overall business strategy to identify and cultivate strategic partnerships, channels, and opportunities to drive revenue growth and global market expansion
- Influence the negotiation with external partners, engaging cross-functional support colleagues, to ensure successful delivery of solutions for large complex partnerships
- Align product and business levers (such as pricing and FX) to maximize revenue and market expansion opportunities
- Engage closely with product, engineering, and architecture teams to drive the architectural runway and determine the best technicalimplementation/design
- Represent the end customer on an ongoing basis and use this knowledge to drive effective prioritization and decision-making
Expected Qualifications:
- 12+ years relevant experience and a Bachelor’s degree OR Any equivalent combination of education and experience.
Preferred Qualification:
Job Description
Key Responsibilities
Strategic Planning: Develop PayPal’s P2P and Xoom multi-year consumer strategic plan. Establish a bold, differentiated, and insight-driven vision that not only drive higher market share but increases revenue per user
Advocate for P2P : Serve as a leader within the broader marketing organization, championing the role of P2P and remittances in PayPal's overall business strategy.
Market and Competitive Analysis: Maintain a deep understanding of global trends, competitor pricing and promotions, and consumer behaviors to inform proactive strategies that gain market share.
Campaign and promotions execution: Oversee the planning, development, and execution of integrated marketing campaigns and promotional activities to generate new customers and increase usage of the existing base. Manage and coordinate with PayPal’s Marketing team.
Go-To-Market & Marketing Alignment: Lead the go-to-market strategy that drive product adoption, increase market share and CRM activities to monetize better P2P and xoom customers with additional products and services from PayPal
P2P Product Roadmap Prioritization: Influence and align product roadmap to enable a superior value prop. Identify and prioritize opportunities that enhance customer value
Promote ecosystem value : Partner with other marketing and product teams to develop cross-product journeys, driving strategies that reinforce PayPal's full ecosystem.
Operational Excellence & Performance Management: Ensure robust execution of Growth initiatives, establish clear performance measurement frameworks, and optimize operational efficiency.
Performance Reporting & Communication: Regularly report key performance metrics, financial results, and strategic milestones to senior leadership, ensuring accountability, transparency, and informed decision-making.
Team Leadership: Lead a focused, high-impact team responsible for driving PayPal’s P2P and Xoom Commercial initiatives. Foster a collaborative, inclusive, and high-performance culture grounded in ownership, agility, and results.
Qualifications
Significant experience leading Commercial strategy and execution within consumer-facing technology, payments, fintech, or a related industry.
Proven track record in collaborating effectively with cross-functional teams, including product, marketing, operations, finance and IT/technology.
Demonstrated ability to develop and implement strategic initiatives with a full 360 GTM and deliver measurable financial results and customer outcomes.
Experience working within complex, matrixed organizations, successfully aligning and influencing multiple stakeholders.
Strong analytical and strategic thinking skills with the ability to interpret data, derive insights, and translate them into actionable monetization plans.
Excellent communication, presentation, and interpersonal skills; skilled at clearly articulating strategy and influencing senior-level stakeholders.
Bachelor’s degree required; MBA or related advanced degree preferred.
Ideal Candidate
Strategic thinker with operational execution excellence.
Influential collaborator skilled at driving alignment across diverse teams.
Customer-first leader passionate about delivering exceptional experiences and achieving business growth objectives.
Travel Percent:
The total compensation for this practice may include an annual performance bonus (or other incentive compensation, as applicable), equity, and medical, dental, vision, and other benefits. For more information, visit .
The US national annual pay range for this role is $188,000 to $323,950P
Our Benefits:
Any general requests for consideration of your skills, please
to view the notice.
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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.
What we offer you
At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn .
- We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $58,300 to $96,400. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $70,100 to $109,400. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. 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.
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