TAX MANAGER – NATIONAL TAX – PARTNERSHIP TRANSACTIONAL PLANNING & ECONOMICS GROUP (PTPEG) – TRANSACTION ECONOMICS GROUP
Our National Tax Department (NTD) serves high-profile, national and multinational clients, providing a range of modeling and analysis as part of domestic and international transactional tax planning services and tax-related advisory services. The combination of knowledge and experience forms the basis of our ability to assist clients in meeting their business objectives. We believe that by helping clients to understand and manage their tax obligations responsibly and proactively we can make a critical difference, and you'll be at the heart of this mission.
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.
- 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
- Achieved at least a bachelor's degree, typically with a concentration in Economics, Finance, Operations Research, Financial Engineering or Statistics
- Minimum of 6 years of work experience in professional services or professional tax organization
- 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.
- Chartered Financial Analyst from the CFS Institute OR Master’s degree or PhD in Taxation, economics, statistics, public policy, mathematics, business, finance, financial engineering, management science and engineering, financial mathematics, industrial engineering or operations research.
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.
What we offer
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 $140,500 to $257,500. The salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $168,600 to $292,600. 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.
- 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.