Tax Services Manager - FSO - GCR/Insurance EDGE

Company: EY
Location: Chicago
Posted on: May 9, 2025

Job Description:

Location : Anywhere in Country

For a complete understanding of this opportunity, and what will be required to be a successful applicant, read on.

At EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we're counting on your unique voice and perspective to help EY become even better. Join us and build an exceptional experience for yourself, and a better working world for all.

The exceptional EY experience. It's yours to build.

EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.

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

We currently have an opportunity for you to join our EDGE Insurance Tax practice as a Manager. Working with dedicated professionals in the insurance industry, you will be involved in dynamic tax compliance projects to develop your tax technical knowledge.

Your key responsibilities

As a Services Manager, you will juggle multiple tasks in a high performing environment. You will oversee financial statement audits as well as review tax returns. You will also be responsible for delivering and managing multiple projects to continue to provide exceptional client service to our Insurance clients.

Responsibilities indlude

Consult with clients and demonstrate professional discretion by appropriately escalating complex tax and client relationship matters to senior management and subject-matter professionals, coordinating efforts, and managing expectations about timing of response and resolution
Deliver and manage compliance and consulting delivery services to meet deadlines for client deliverables
Ability to lead projects and work independently, with guidance in only the most complex situations
Incumbent has specialized depth and/or breadth of expertise
Manage communications with client tax liaisons, client trust administration teams and client trust officers to gather required information, to share information to support informed decision-making, and obtain instruction or authorization necessary for timely, accurate production of tax information statements, tax returns and related reporting
Support effective long-term relationships and manage workflow effectively with our clients
Manage engagement deliverables and team resources to achieve timely and accurate delivery of tax compliance services while effectively managing engagement economics
Advise and provide direction on complex tax matters, set expectations, coordinate daily work activities, and assign tasks to staff and seniors.
Review and evaluate the work of staff members to ensure accuracy, completeness, and compliance with relevant tax laws and regulations
Provide effective leadership, formal and informal feedback, and coaching to team members

Skills and attributes for success

Ability to recognize and identify problem areas that need to be addressed or escalated to ensure tax returns, tax research, tax accounting and other tax projects are timely and accurately completed
Experience presenting in client conversations regarding complex or difficult topics
Ability to break down complex tax projects into manageable components, analyze relevant information, and formulate client-centric solutions that comply with relevant laws and regulations
Ability to manage multiple work assignments, team members and deadlines simultaneously

To qualify for the role you must have

Bachelor's Degree in Accounting, Finance, Business Administration, Tax, Law, or Economics with a minimum of 5 years of Tax experience
Certified Public Accountant (CPA), Enrolled Agent (EA) or licensed attorney
Strong knowledge of ASC 740 and SSAP 101
Income tax support for audits and income tax experience for Insurance companies as well as C Corporations
At least 4 - 5 years of experience in preparing 1120, 1120 PC, 1120 L and consolidated group returns; experience reviewing these returns is a must

Ideally, you'll also have

Direct experience in state and local taxation (e.g., state return compliance, state income tax accounting, state apportionment fundamentals)
SEC experience
Proven experience in managing teams

What we look for

We're interested in tax professionals with a genuine interest in providing outstanding services to some of the world's most influential people. Working with people from all backgrounds, from executives and entrepreneurs to investors and families, you'll use your experience and status as a trusted advisor to maintain and further our reputation for excellence.

What we offer

We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $89,400 to $163,800. The salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $107,400 to $186,200. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.

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 accepts applications for this position on an on-going basis. If you can demonstrate that you meet the criteria above, please contact us as soon as possible.

EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets.

Enabled by data and technology, diverse EY teams in over 150 countries provide trust through assurance and help clients grow, transform and operate.

Working across assurance, consulting, law, strategy, tax and transactions, EY teams ask better questions to find new answers for the complex issues facing our world today.

For those living in California, please click here for additional information.

EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.

EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com.

Keywords: EY, South Bend , Tax Services Manager - FSO - GCR/Insurance EDGE, Executive , Chicago, Indiana