Location: San Francisco, San Jose
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US – Tax – National Tax - Tax and Finance Operate (TFO) and Global Operations – Implementation and Transition – Manager
The EY Tax and Finance Operate (TFO) practice serves high-profile, national, and multinational clients, providing a range of domestic and international transactional tax planning services and tax-related advisory services.
Our TFO practice provides the processes, technology, and people for functional outsourcing, enabled by leading-edge technology and client platforms. Our quality service and technical network enable you to help clients reduce inefficiencies, mitigate risk, and drive process improvement within their tax and finance functions. We believe that, by managing clients' tax obligations, we can make a critical difference, and you'll be at the center of this mission.
The opportunity
Our TFO/GO team works with clients to manage their global compliance and reporting obligations proactively and responsibly. Our services including global bookkeeping, statutory accounting and reporting, direct tax compliance and accounting, indirect tax compliance, payroll, and tax controversy.
TFO/GO is supported by our industry-leading Global Tax Platform (GTP) which is redefining how accounting and tax operate and how we serve our clients.
We operate as advisors to our client's Finance and Tax leaders and play this critical role as their managed services provider. Our high growth practice attracts the interest of our largest, most complex clients as well as mid-market clients looking to focus their accounting and tax resources on other priorities.
The implementation and transition team uses a standard global TFO methodology to provide clients with an integrated, end-to-end service that unlocks the full potential of the tax function across the entire life cycle.
We are seeking high-performing managers and leaders. As part of this role, you will be mentored by nationally recognized professionals (including the firm's most senior executives) and develop into a trusted business advisor for EY's Clients. This directly aligns to EY's mission statement of building a better working world.
Your key responsibilities
Your role will focus on establishing relationships with client personnel at appropriate levels while working to consistently deliver exceptional client service across the implementation and transition of the global tax processes and related technology. Additionally, you may be tasked with the management of the various processes within the global TFO engagement, including:
Teaming across service lines and technical specialties, and country teams
Developing and executing integrated (cross-services) implementation and transition workplans
Mobilizing global delivery capability and standardized process implementation
Implementing and transforming the tax operating model (people, process, technology, data), governance structure and reporting protocols
Monitoring progress, managing risk, maximizing operational efficiencies, and making sure that key stakeholders are kept informed about progress and expected outcomes
Working with client and global EY team to set the strategy for the successful transfer of Managed Services to EY from the client, including standing up operational processes
Working with client and global EY team to develop the implementation scope of services and approach related to moving the function(s) from the client environment to EY. This includes but is not limited to knowledge transfer, technology and tool implementation, identification of data requirements, process changes and day 1 readiness criteria
Managing the operating governance structure and reporting protocols comprising of global implementation management, tax data operations and commercial management
Skills and attributes for success
Strong ability to foster an innovative and inclusive team-oriented work environment
Strong ability to understand business challenges and translate them into value-add solutions
Strong analytical and problem-solving skills
Strong leadership and teaming skills and ability to work with minimal guidance
Strong written and verbal communication skills and presentation skills
To qualify for the role, you must have:
A bachelor's degree in a related field and a minimum of five years of related work experience
Approved technical certification, CPA license or membership to state Bar or progress to attaining those mentioned
Strong team, project, and people management skills with an ability to work under tight deadlines
Strong analytical, interpersonal, and written/verbal communication skills, as well attention to detail and an entrepreneurial approach to work
Effective organization and time management skills with the ability to work under pressure and adhere to project deadlines
Ability to lead global virtual and on-site teams, mentor counselees and manage client-serving business
Strong proficiency and a high level of comfort working with new and emerging technologies
Strong organizational and time management skills with a demonstrated ability to capture and synthesize business requirements
Commercial management of contract, budget and change management
Ideally, you'll also:
Demonstrate professionalism through a positive and cooperative attitude and by maintaining the confidential and proprietary nature of client relationships and related work products
High-level understanding of the various compliance and reporting services with a preferred deep understanding of one or more
Take ownership of tasks and have the proper judgment to make critical decisions
Have a strong ability to work under pressure and adhere to strict deadlines
Contribute to the overall success of the team by developing a thorough understanding of EY methodologies and tools to enhance implementation and transition, keep team members informed of work status, actively seek assignments when unassigned, challenge traditional procedures used in the past, and attempt to find new approaches and opportunities for process improvement
Coach/mentor junior team members to help EY continue to build an inclusive culture and high-performing teams
Have advanced Microsoft Excel skills and program management experience
What we look for
We are seeking to identify high-potential managers to deliver exceptional client service and enable the continued growth of our practice.
What we offer you
At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more.
Are you ready to shape your future with confidence? Apply today.
EY accepts applications for this position on an on-going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
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.
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