Tax Manager - Financial Services Organization - Banking & Capital Markets jobs in United States
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EY · 1 day ago

Tax Manager - Financial Services Organization - Banking & Capital Markets

EY is a leader in serving the global financial services marketplace and is seeking a Tax Manager in their Financial Services Organization. The role involves leading teams, managing client engagements, and developing tax technical positions in the banking and capital markets sector.

AccountingAdviceBusiness IntelligenceConsultingFinancial ServicesProfessional Services
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

You will support the development of younger members of the firm by being a mentor or coach
You will be responsible for resource planning and overseeing engagement economics
You will develop work plans, formulate tax technical points of view, and ultimately create deliverables for the client
You will learn to anticipate client inquires, questions, needs, and issues
Engagements may involve tax accounting, tax compliance, federal/state/international tax planning, process improvements, information reporting and withholding
You will have continual direct contact with clients, internal executives, industry groups and peers
You will build deep relationships by participating in round table discussions, client events, EY team building activities and through day-to-day interactions
You will support a diverse array of clients, from organizations focused on a single strategy (e.g., retail banking) to multinational financial conglomerates who are actively involved in all financial businesses
You will be exposed to and relied on to understand these client business activities and advise on the tax regulations which continue to evolve

Qualification

Tax complianceFederal income taxationCPALicensed AttorneyTax experience in bankingInternal Revenue CodePatiencePassion & DriveOrganizational skillsManaging teamsLeadership

Required

Bachelor's Degree with a minimum of 5 years of relevant Tax experience
CPA or licensed Attorney
Tax experience in the banking industry or with banking clients is highly desired
Broad exposure to federal income taxation
A firm grasp on the sections of the Internal Revenue Code and Treasury Regulations that are relevant to FSO clients
Identifying opportunities for improvements in operating efficiencies on both internal projects and client engagements
Using the work performed on our tax compliance and tax provision engagements as a means of identifying opportunities for additional work that would be beneficial for the client
An ability to synthesize information quickly and efficiently resolve issues
Mastering a working knowledge of tax compliance forms including state, and local jurisdictions and how they interact with one another
Complete oversight of the engagement economics of each of the engagements to which you are assigned

Preferred

Excellent organizational skills
SEC experience
Proven experience in managing teams

Benefits

Medical and dental coverage
Pension and 401(k) plans
Wide range of paid time off options
Flexible vacation policy
Time off for designated EY Paid Holidays
Winter/Summer breaks
Personal/Family Care
Other leaves of absence when needed to support your physical, financial, and emotional well-being

Company

EY is building a better working world by creating new value for clients, people, society, the planet, while building trust in the capital markets.

H1B Sponsorship

EY has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (10242)
2024 (9877)
2023 (10966)
2022 (9394)
2021 (5652)
2020 (8849)

Funding

Current Stage
Late Stage

Leadership Team

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Jonathan Williamson
Chief Operating Officer
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Abhishek Sen
Partner
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Company data provided by crunchbase