Location: Anywhere in country.
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.
Tax Senior Analyst – Financial Services – EDGE Tax Technology and Transformation
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 Financial Services EY EDGE practice is made up of a team of professionals providing dedicated tax technical services to both US and global clients. EDGE stands for Exceptional Delivery and Growth Engine because this team operates in a technical environment with deep process and service delivery experience that distinguishes EY in the marketplace.
The Opportunity
As a Tax Senior in Tax Technology and Transformation you have a critical role responsible for the design, development, and implementation of innovative tax technology solutions to optimize tax function effectiveness and efficiency for our clients. You will work at the intersection of tax and technology, leveraging advanced tools and project management methodologies to drive transformation in tax processes. You will also review the work of Staff members and will provide supervision to them.
Key Responsibilities
- Design, build, develop and deploy custom tax applications and systems
- Review the work of Staff members and will provide supervision to them.
- Take ownership of milestones and monitor them until completion, including documenting requirements, configuration, testing, debugging, project profitability, benchmarking and tax systems and process configuration
- Prepare program reports and updates to stakeholders about the status, risks, and issues related to various projects, promoting transparency and informed decision-making
- Lead implementation of third-party tax applications, to support and automate internal and external operations of multinational tax departments.
- Customize and deploy direct and indirect Tax systems
- Review tax analytics and reporting applying best practices for enhancements
- Review existing procedures and provide recommendations to clients on the implementation of emerging technologies (AI, RPA, etc.), taking into account their specific business needs, goals, and capabilities to maximize operational efficiency and competitive advantage
- Develop a highly trained team, all the while handling activities with a focus on quality and commercial value.
- Maintain our reputation as trusted advisors by taking on bold initiatives and owning new challenges.
- Assess the overall risk to establish a proper control environment
- Execute on projects in a demanding, time-sensitive environment and deliver high-quality solutions through the use of cross-functional teams and remote resources
- Assist in the production of leading practice MS SQL Server, SharePoint and MS Power BI solutions
- Demonstrate deep technical excellence in specific offerings and broaden technical skills across capabilities
Skills and attributes for success
- Experience assisting with the management and support of complex client engagements to proactively action and drive successful outcomes
- Experience in project management
- Strong attention to detail, problem-solving skills, analytical abilities
- Excellent verbal and written communication skills
- Knowledge in implementing tax technology solutions (e.g., CorpTax, ONESOURCE, Sabrix, Vertex, SharePoint, PFI, RPA software)
- Developing and implementing custom applications (e.g., Visual Studio, VBA/VSTO, SQL Server, MS PowerBI Suite)
- Experience using MS Project and/or other project management tools
- ERP experience, including SAP and/or Oracle
- SharePoint development
To qualify for the role you must have
- A bachelor’s degree in Accounting, Finance, Information Systems, Economics and/or a master’s degree in Accounting, Tax Technology, Management Information Systems, or Computer Science and a minimum of 3 years of relevant work experience or a master’s degree and approximately 2 years of relevant work experience
- The ability to obtain the following certifications: You are required to have one of the following certifications: CPA, JD, Six Sigma Green/Black Belt and/or Project Management Professional “PMP”; master’s degree in Accounting, Tax, Business Administration, Finance, Computer Science, Information Systems or Engineering
- Exposure to the financial services industry, accounting/finance/tax, tax or finance performance improvement, tax software development and/or implementation
Ideally you will also have
- Experience in developing models to help clients automate their tax accounting calculations
- Supervision of Staff members reviewing their work and providing suggested modifications and revisions
- Enhanced proficiency in the use of major technology tools
- Exposure to automating manual tasks using existing financial or tax systems and emerging technologies
- Knowledge of custom tools for international, federal, and state and local tax returns
- Debugging code in existing systems experience
- The ability to produce clean, efficient code based on specifications
What we look for
We are interested in independent thinking individuals for project delivery who will be working with leadership as a part of these exciting and impactful projects.