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Location: New York Other locations: Anywhere in Region Salary: Competitive Date: Jul 17, 2026 Requisition ID: 1727627 Location: New York, Chicago, Los Angeles, Boston, Dallas, San Francisco, Seattle, Hoboken, Iselin, Jericho, Stamford, McLean At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. Will you shape the future or will the future shape you? The opportunity EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing, and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team! 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 operational tax 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. The IRW team works on challenging information reporting and withholding engagements in the financial services, banking, insurance, and multinational sectors. These engagements will primarily focus on non-resident alien (NRA) withholding and reporting (IRC Sections 1441 to 1446) and domestic withholding and reporting matters. You can expect to work on engagements dealing with cost basis reporting and various other global compliance and reporting initiatives. 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. As a Senior in Customer Tax Operations and Reporting, you will play a pivotal role in supporting financial institutions and clients in meeting complex regulatory requirements. You will be responsible for gathering and verifying customer documents in accordance with Foreign Account Tax Compliance Act (FATCA) and Common Reporting Standards (CRS), updating client records, and providing indirect tax reporting services such as Withholding Tax (WHT), GST, and VAT. Your expertise will help ensure compliance with local and global regulations, including entity classification, registration, due diligence, and advisory on economic substance laws. You will be part of a team that leverages advanced technology to deliver comprehensive tax reporting services, making a tangible impact on clients' regulatory obligations. Your key responsibilities You will perform technical IRW?specific work, including interpreting IRS Code and Treasury Regulations and drafting technical guidance to support information reporting and withholding requirements. You may conduct detailed tax technical analysis to support client positions and regulatory interpretations specific to IRW matters. In this role, you will be at the heart of delivering solutions that matter. You will contribute to the execution of processes, solutions, and projects, applying sound judgment and selecting appropriate methodologies to inform recommendations. Your work will directly impact your immediate team and clients, and you will may help coordinate the work of junior colleagues. You will be accountable for meeting performance objectives and metrics, including client service, quality and risk management, sales and business growth, and solution development. The role is billable to external clients, and you will define and execute deliverables, track project status, and maintain engagement economics. Regular travel may be required to meet client needs, and you will actively participate in client working sessions, often serving as a workstream member or team lead. This is an opportunity to develop your project management skills, support resource planning, and assist in RFP responses, all while building strong client relationships and supporting additional service opportunities. Make decisions based on broad policies, applying personal knowledge and experience to resolve issues. Implement procedures and guidelines, often working on complex issues requiring in-depth evaluation of variable factors. Provide general guidance to others newer to the role or at a lower level, with limited supervision on day-to-day work and more direct supervision on new or non-recurring assignments. Skills and attributes for success Success in this role will be driven by your ability to deliver high-quality work, apply critical thinking, and collaborate effectively. You will need to demonstrate strong analytical and decision-making skills, as well as the ability to manage relationships and communicate with impact. Responsible for contributing to the delivery of processes, solutions, and projects by delivering agreed activities and applying judgment to inform recommendations. Accountable for meeting personal targets that impact the immediate team. May help coordinate the work of junior colleagues or team members. Meets performance objectives and metrics set locally, including client service, quality and risk management, sales and business growth, solution development, and teaming. Defines and executes deliverables, tracks deliverable completion and project status, and maintains reports for engagement economics. 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 To qualify for the role, you must have Bachelor's degree required (4-year degree) Typically, no less than 2 - 4 years relevant tax, consulting, or tax operational experience Be a licensed attorney or CPA 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 Experience in a client-facing, billable role within a professional services environment. Familiarity with local and global regulatory compliance frameworks. Demonstrated ability to work independently with limited supervision. Experience supporting resource planning and budget tracking. What we look for We seek individuals who are proactive, adaptable, and committed to delivering exceptional client service. Top performers in this role are analytical thinkers, effective communicators, and collaborative team players who thrive in dynamic environments. They demonstrate a passion for learning, a drive for results, and the ability to build trust with clients and colleagues alike. Are you ready to shape your future with confidence? Apply today.

Location: New York Other locations: Anywhere in Region Salary: Competitive Date: Sep 24, 2026 At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. Will you shape the future or will the future shape you? The opportunity EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing, and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team! EY's State and Local Tax (SALT) team is a growing practice within the organization, and you'll see that growth reflected in your career. As a Tax Manager, you'll play an important role within a rapidly expanding team that has experienced significant recent growth and aims to double in size over the next few years. With support from some of the most engaging professionals in the business, you can expect to further develop your tax technical skills, leadership capabilities, and business experience. It's all about taking on new challenges and responsibilities as they arise while making the most of our dedicated mentors and training programs. Advise on indirect tax regulatory changes; design strategies, operating models, processes, and compliance frameworks that raise efficiency and meet requirements. Identify opportunities for tax optimization, credits and refund recovery, exposure reduction; manage strategies, compliance, remediation, controversies, and corrective filings. Support process review and technology transformation. Translate regulatory changes into practical compliance and reporting solutions. Implement operating models and frameworks across the indirect tax lifecycle. Lead optimization, recovery, and exposure-reduction initiatives. Your key responsibilities You'll likely spend most of your time on a diverse array of projects, responsibilities, and tasks. To support these efforts, we'll look to you to apply your extensive knowledge of state and local tax concepts and law. You can expect to be working in a highly collaborative culture, where listening to and sharing information with colleagues is an essential part of the role. Contributing to the overall success of the team by developing a thorough understanding of EY methodologies and tools Challenging traditional procedures and finding new approaches to address tax matters Building client relationships and demonstrating your knowledge of the financial services industry Staying abreast of state and local tax developments and emerging trends affecting the marketplace Lead workstream delivery, track status and deliverables, and participate in client working sessions. Identify opportunities for additional services, contribute to RFPs, manage engagement economics, and implement resource plans and budgets. Guide teams, drive improvement, and recommend solutions by interpreting internal/external issues. Travel required regularly for external clients. Develop solutions to complex problems and select suitable methods and criteria. Recommend policy changes and establish procedures for your area or function. Apply depth of expertise to guide others toward quality solutions. Skills and attributes for success Client-facing delivery leadership, disciplined quality and risk management, continuous improvement, and the ability to guide teams toward outcomes. Communicate with impact and bring commercial astuteness to drive growth. Manage and deliver processes, solutions, and projects with a focus on quality and risk. Lead or supervise professionals to deliver complex technical initiatives with accountability for results. Interpret internal/external issues to recommend innovative, practical solutions. Meet locally set performance metrics across client service, quality, sales, solution development, and teaming. To qualify for the role, you must have Bachelor's degree (4-year degree) with an emphasis in accounting, finance, or economics Typically 46 years of relevant experience Strong tax technical skills including tax research and writing skills, flow through entity taxation, income and franchise taxes, transfer taxes, and compliance skills as it relates to multi-state jurisdictions Project management experience in delivering high-quality work products in a fast-paced environment Excellent verbal and written communication skills Tax legislation and impact assessment. Indirect tax refund and recovery review. Tax planning and optimization. Process improvement and optimization. Risk mitigation. Data analysis and interpretation. Tax compliance and reporting requirements. Building and managing relationships. Client trust and value. Communicating with impact. Emotional agility. Hybrid collaboration. Complex problem solving. Critical thinking. Driving outcomes. Learning agility. Leading teams. Global mindset. Ideally, you'll also have Experience in a professional services environment Experience leading workstreams across planning, execution, and closure. Practical management of engagement economics and resource planning. Daily participation in client working sessions and strong stakeholder management. Leaders who balance client impact with quality and risk discipline, apply sound judgment to ambiguous problems, and elevate outcomes through team guidance, clear communication, and a global, inclusive mindset. Proactive about improvement, commercially savvy, and energized by collaboration with clients. Are you ready to shape your future with confidence? Apply today. At EY, we harness our collective strength to empower you to shape your future with confidence through professional growth, personal fulfillment and an inclusive culture. Learn more at ey.com/us/careers. 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 is: New York City, Boston, and Washington DC Metro Areas, Washington State, and Southern California offices $126,100 to $210,100 Bay Area California offices $131,400 to $218,900 All other offices locations in the US, including Sacramento $105,100 to $192,600 Individual salaries within these 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. 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. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com.

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