Tax Manager - U.S. Individual, Trust and Partnership Returns

BTS - PCS - Manager

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. 

 

Role name and description

 

 

Manager 

 

A Tax Manager will lead teams of Analysts, Seniors and Assistant Managers and will be responsible for client service delivery for a particular client, geography, area or specialization. Reporting to a Senior Manager or Partner/ Executive Director, they will assist the management team in developing and coaching team members as well as ensuring that resources are deployed effectively. A manager is expected to develop collaborative relationships with clients and colleagues.

 

 

The opportunity

 

The job holder will work on U.S. individual, trust and partnership tax returns

 

 

Your key responsibilities

 

• Review complex tax returns and have them ready for final sign off
• Demonstrate a high level of proficiency of tax technical knowledge relevant to U.S. individual, trust and partnership returns; demonstrate an understanding of more complex technical issues
• Manage the engagement team and large portions of the business
• Set performance measurements and ensure that performance goals, including engagement economics, turnaround time and quality targets are met
• Identify and champion new services that the sub-service line can perform at the GDS
• Cross-sell extended services to clients
• Represent the sub-service line practice to external audiences
• Develop, mentor and supervise Analysts, Advanced Analysts, Seniors, and Assistant Managers
• Demonstrate leadership and executive presence
• Communicate progress and project status to all stakeholders
• Knowledge of the firm policies related to independence, confidentiality and privacy, client acceptance and engagement letters, tax return preparer guidelines and knowledge-sharing
• Adhere to practice protocol and other internal processes consistently

 

 

People responsibilities

 

• Create and lead the highest performing teams
• Lead by example and be a role model
• Coach and mentor team members
• Develop a flexible and adaptive management style to meet the diverse needs of our people and clients

 

 

Skills and attributes for success

 

• Certified EA or CPA
• Demonstrate a very high level of proficiency in tax technical knowledge relevant to U.S. individual, trust and partnership
• returns; demonstrate an understanding of more complex technical issues

 

 

Additional skills requirements

 

• Effective communicate skills by being articulate, thoughtful and adapting communications to target audiences; interacting effectively in person, by phone and in writing
• Good analytical, numeric and people management skills

 

 

To qualify for the role, you must have

 

• Tax technical knowledge relevant to U.S. individual, trust and partnership returns; demonstrate an understanding of more complex technical issues
• Have formal education in commerce/ finance
• Certified EA

 

 

Ideally, you’ll also have

 

• Effective communicate skills by being articulate, thoughtful and adapting communications to target audiences; interacting effectively in person, by phone and in writing
• Good analytical, numeric and people management skills

 

 

What we look for

 

• Bachelors or Masters degree in finance/commerce
• 9plus years of working with major global corporation (Big 4, Finance shared services etc.)

 

 

What we offer

 

EY Global Delivery Services (GDS) is a dynamic and truly global delivery network. We work across six locations – Argentina, China, India, the Philippines, Poland and the UK – and with teams from all EY service lines, geographies and sectors, playing a vital role in the delivery of the EY growth strategy. From accountants to coders to advisory consultants, we offer a wide variety of fulfilling career opportunities that span all business disciplines. In GDS, you will collaborate with EY teams on exciting projects and work with well-known brands from across the globe. We’ll introduce you to an ever-expanding ecosystem of people, learning, skills and insights that will stay with you throughout your career.

 

• 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 | Building a better working world

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

Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.

EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.

Experience Level

Mid Level