EY

Tax Process Advisor – Manager

EY

full-time

Posted on:

Location Type: Office

Location: IrvineCaliforniaUnited States

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Salary

💰 $178,510 per year

About the role

  • Provide business tax services and tax technology services to help client financial services companies meet complex demands for direct tax reporting, compliance and planning.
  • Assist with the production of leading practice tax software solutions, and support and automate internal and external operations of multinational tax departments.
  • Monitor assigned tasks until completion, including documenting requirements, configuration, testing, debugging systems, and implementing process change.
  • Monitor overall project profitability for financial services clients in the Insurance, Banking Capital Markets and Wealth and Asset Management industries.
  • Identify ways to automate manual tasks using existing and emerging technologies.
  • Consolidate tax data to make analysis and planning more efficient.
  • Improve reporting capabilities to enhance our clients’ ability to evaluate risk and capitalize on opportunities.
  • Manage and motivate teams of professionals with diverse skills and backgrounds.
  • Consistently deliver quality client services by monitoring progress.
  • Demonstrate in-depth technical capabilities and professional knowledge.
  • Maintain long-term client relationships and networks.
  • Cultivate business development opportunities.

Requirements

  • Bachelor’s degree in Accounting, Tax, Business Administration, Finance, Computer Science, Information Systems, Engineering or related field, and 5 years of progressive, post-baccalaureate work experience in tax process improvement
  • Alternatively, Master’s degree in Accounting, Tax, Business Administration, Finance, Computer Science, Information Systems, Engineering or related field, and 4 years of work experience in tax process improvement
  • 4 years of experience in tax or finance process improvement, with at least 1 year of experience dealing with financial services industry
  • 3 years of experience in business process analytics and/or product management for tax technology solutions including at least one of the following: ONESOURCE, Corptax, Sabrix, Vertex, MS SharePoint, PFI, and/or RPA software
  • 2 years of experience in supervising teams consisting of at least 2 people on multiple projects
  • 2 years of experience with managing custom applications including at least one of the following: Microsoft Power BI, Visual Studio, VBA/VSTO, MS SharePoint, MS SQL Server, Power Automate, Power App, and/or RPA software
  • Must meet one of the following criteria: CPA, JD, Six Sigma Green/Black Belt, Project Management Professional “PMP”, or ability to achieve one of these certifications within one year of hiring into the role.
  • Requires domestic travel up to 50%
Benefits
  • medical and dental coverage
  • pension and 401(k) plans
  • a wide range of paid time off options
  • flexible vacation policy
  • designated EY Paid Holidays
  • Winter/Summer breaks
  • Personal/Family Care
  • other leaves of absence
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
tax process improvementbusiness process analyticsproduct managementreporting capabilitiesautomationdebugging systemsconfigurationtestingfinancial analysisrisk evaluation
Soft Skills
team managementclient relationship managementbusiness developmentquality client servicesmotivationcommunicationleadershipmonitoring progressinterpersonal skillscollaboration
Certifications
CPAJDSix Sigma Green BeltSix Sigma Black BeltProject Management Professional (PMP)