66 Tax Preparation jobs in Richmond

**Specialty/Competency:** IFS - Finance
**Industry/Sector:** Not Applicable
**Time Type:** Full time
**Travel Requirements:** Up to 20%
At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions.
In private tax at PwC, you will focus on providing personalised tax planning and compliance services to high-net-worth individuals and privately-owned businesses.
Focused on relationships, you are building meaningful client connections, and learning how to manage and inspire others. Navigating increasingly complex situations, you are growing your personal brand, deepening technical expertise and awareness of your strengths. You are expected to anticipate the needs of your teams and clients, and to deliver quality. Embracing increased ambiguity, you are comfortable when the path forward isn't clear, you ask questions, and you use these moments as opportunities to grow.
Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:
+ Respond effectively to the diverse perspectives, needs, and feelings of others.
+ Use a broad range of tools, methodologies and techniques to generate new ideas and solve problems.
+ Use critical thinking to break down complex concepts.
+ Understand the broader objectives of your project or role and how your work fits into the overall strategy.
+ Develop a deeper understanding of the business context and how it is changing.
+ Use reflection to develop self awareness, enhance strengths and address development areas.
+ Interpret data to inform insights and recommendations.
+ Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements.
The Opportunity
As part of the Internal Tax - Independence Requirement team you are responsible for managing individual tax compliance and planning for executives, including partnership K-1 income, state tax credits, composite returns, AMT, and year-end planning. As a Senior Associate you analyze complex problems, mentor others, and maintain rigorous standards. You focus on building client relationships and developing a deeper understanding of the business context, while navigating increasingly complex situations to grow your personal brand and technical proficiency.
Responsibilities
- Manage individual tax compliance and planning for executives
- Handle partnership K-1 income, state tax credits, and composite returns
- Conduct AMT and year-end planning
- Analyze intricate tax problems and provide solutions
- Mentor and guide junior team members
- Maintain elevated standards in deliverables
- Build and nurture client relationships
- Develop a thorough understanding of the business context
What You Must Have
- Bachelor's Degree in Accounting, Finance
- 2 years of experience
- Public Accountant (or commitment to pass CPA exam before being promoted to Manager and thereafter obtain CPA licenture), Enrolled Agent or Member of the Bar.
What Sets You Apart
- Master's Degree in Business Administration/Management, Finance, Accounting, Economics preferred
- Understanding individual tax compliance and planning for executives
- Understanding of professional service environments
- Preparing and reviewing individual tax returns and tax planning
- Working with team members virtually
- Identifying and addressing client tax issues
- Managing engagements and balancing project economics
- Demonstrating experience as a project leader
- Creating a positive environment by managing deadlines and workload
Learn more about how we work: does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: PwC is an?equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law?
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: salary range for this position is: $55,000 - $187,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link:

BHE GT&S


JOB DESCRIPTION

BHE GT&S has an exciting career opportunity for an Income Tax Manager. This position can be filled in multiple locations throughout the BHE GT&S footprint, including Glen Allen, VA, Bridgeport, WV, Lusby, MD or Columbia, SC.

RESPONSIBILITIES

The successful candidate will:

• Serve as the BHE GT&S primary contact on income tax matters.
• Manage monthly, quarterly, and annual tax accounting according to ASC 740.
• Manage income tax function ensuring accurate and timely reporting of all federal state and local income tax returns and monthly quarterly and annual financial statements.
• Support tax planning and forecasting.
• Provide written and/or oral responses and testimony to federal state and regulatory authorities and supports all regulatory matters concerning income taxes.
• Perform other duties as requested or assigned.

QUALIFICATIONS

At least seven years' big four or industry equivalent tax experience. A strong tax provision and ASC 740 background is highly preferred.

• Strong federal, state, and local income tax compliance experience.
• Strong tax consolidation experience, both with financial statements and tax returns.
• Working knowledge of tax systems.
• Extensive knowledge of federal and state tax laws, tax compliance systems, regulatory and
  tax accounting, and company operations.
• Ability to communicate complex concepts to others.
• Knowledge of tax research methodology.
• Affiliation with national, state and industry tax associations.
• Effective written and oral communication skills, including presentation skills.
• Effective analytical, problem solving, and decision-making skills.
• Project management skills.
• Ability to prioritize and handle multiple tasks and projects concurrently.
  
  Education
  Bachelor (Typically four years of related, progressive work experience would be needed for candidates applying for this position who do not possess a bachelor's degree.)
  
  Preferred Degree
  Accounting or Business Administration
  
  Preferred Licenses, Certifications, Qualifications or Standards
  Certified Public Accountant (CPA)
  
  Employees must be able to perform the essential functions of the position, with or without an accommodation.
  
  All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.
  
  Position descriptions are developed as guides for the employees of BHE GT&S. The management team of BHE GT&S reserves the right to modify job responsibilities and position requirements to meet the corporate business goals and needs.

ABOUT THE TEAM

BHE GT&S is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion or religious creed, age, national origin, ancestry, citizenship status (except as required by law), gender (including gender identity and expression), sex (including pregnancy), sexual orientation, genetic information, physical or mental disability, veteran or military status, familial or parental status, marital status or any other category protected by applicable local, state or U.S. federal law. Employees must be able to perform the essential functions of the position, with or without an accommodation.

JOB INFO

Job Identification 10002860
Job Category Finance
Posting Date 2025-06-17
Apply Before 2025-08-12T03:59:00+00:00
Job Schedule Full time
Locations 10700 Energy Way, Glen Allen, VA, 23060, US
Relocation Assistance Available for this position dependent upon eligibility requirements
Business Eastern Gas Transmission and Storage, Inc.

Compensation details: 133000-156500

PI51132988544b-34600-37956338

At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMG's extensive network of specialists & enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business opportunities and challenges. Develop your career through a range of multifaceted engagements, formal training, and informal mentoring. At KPMG, we believe nothing is more important than investing in our culture because it's an investment in our people, our future, and what we stand for as a firm

KPMG is currently seeking a Manager to join our State and Local Tax (SALT) practice.

Responsibilities:

• Participate in compliance and consulting projects for multi-state alternative investment clients (hedge fund, fund of funds, private equity, real estate)
• Work as part of a multi-disciplinary team helping to provide subject matter/alternative investment industry knowledge and experience
• Review tax calculations and information presented on state income tax returns
• Build and manage client relationships, and supervise, mentor, and develop staff

Qualifications:

• Minimum five years of recent experience preparing and/or reviewing state income tax returns for pass-through and corporate entities, providing technical advice on multi-state tax issues
• Bachelor's degree from an accredited college or university; licensed CPA, EA, JD/LLM or MTX, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list
• Experience providing services to pass-through entities and a solid knowledge of relevant state tax concepts
• Able to foster relationships both internally as well as with clients
• Strong ability and desire to perform in a high-energy team environment
• Exceptional writing, communication, project and team management and tax research skills

KPMG complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, the firm is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year the firm publishes a calendar of holidays to be observed during the year and provides two firmwide breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at "Benefits & How We Work".

Follow this link to obtain salary ranges by city outside of CA:

California Salary Range: $91900 - $174000

KPMG LLP (the U.S. member firm of KPMG International) offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state or local laws. The attached link contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please.

KPMG does not currently require partners or employees to be fully vaccinated or test negative for COVID-19 in order to go to KPMG offices, client sites or KPMG events, except when mandated by federal, state or local law. In some circumstances, clients also may require proof of vaccination or testing (e.g., to go to the client site).

KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them.

Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

#J-18808-Ljbffr

Are you a strategic and creative Multistate Tax professional who likes solving complex state tax issues? Are you ready to make a greater impact on organizations by combining tax consulting solutions and innovative technology that align the tax function with business objectives?
We are looking for a sharp, analytical Multistate Tax Senior Consultant who is ready to take on new challenges and join one of the largest Multistate Tax practices in the United States.
Recruiting for this role ends on May 31st 2025.
What you'll do
As a Senior Consultant within the Multistate Tax Services group, you will be a valuable member on tax engagements and provide state tax consulting and compliance services to a diverse client base in various industry sectors. You will continue to grow your technical knowledge in state taxation by working on large complex tax projects, and have access to exceptional resources and continue to develop your supervisory and leadership skills. Responsibilities will include:
+ Performing a detailed technical review of partnership and corporate state tax returns and work papers with attention to multistate tax issues such as apportionment, state modifications, nexus, unitary filings, and flow-through taxation.
+ Coordinating with an in-house tax preparation team within Deloitte and with the clients tax department.
+ Performing detailed review of estimated payment and withholding calculations and related filings.
+ Researching state tax legislation and assisting with impact on compliance.
+ Assisting with various tax consulting projects including research and writing projects related to tax planning, restructuring, due diligence, audit defense, and accounting for income taxes.
+ Assisting with engagement workflow management and supervising tax consultants and interns on assigned engagements.
The Team
Deloitte's Multistate Tax Services (MTS) group is the largest State and Local Tax (SALT) practice in the United States with more than 1,000 professionals nationwide. Our Multistate Tax professionals include former state tax auditors and administrators, industry personnel, tax practitioners, accounting specialists, and technology personnel with numerous years of multistate tax experience. Collectively, our team has significant experience with the requirements and nuances of jurisdictions in all 50 states. Our specific services include state income and franchise tax, indirect tax, business restructuring, credits and incentives, sales and use tax outsourcing, excise tax, property tax, state strategic tax review, and state tax controversy.
Qualifications
Required
+ Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2 - 3 days per week
+ 3+ years' experience in state income and franchise tax
+ Bachelor's degree in accounting, finance, or related field
+ One of the following active accreditations obtained, in process, or willing and able to obtain:
+ Licensed CPA in state of practice/primary office if eligible to sit for the CPA
+ If not CPA eligible:
+ Licensed attorney
+ Enrolled Agent
+ Ability to travel 10%, on average, based on the work you do and the clients and industries/sectors you serve
Preferred
+ Advanced degree such as Masters of Tax or JD and/or LLM
+ Previous Big 4 or large CPA firm experience
+ Supervisory experience
+ Excellent research and writing skills
+ Excellent presentation and communications skills
+ Preparation and review experience of state income and franchise tax returns
+ Experience with state tax planning, tax research, and tax analysis
mtstax
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $66,570 to $151,580.
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
Information for applicants with a need for accommodation:
qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.

Are you a strategic and creative Multistate Tax professional who likes solving complex state tax issues? Are you ready to make a greater impact on organizations by combining tax consulting solutions and innovative technology that align the tax function with business objectives?
We are looking for a sharp, analytical Multistate Tax Manager who is ready to take on new challenges and join one of the largest Multistate Tax practices in the United States.
Recruiting for this role ends on May 31, 2026.
What you'll do
As a Tax Manager within the Multistate Tax Services group, you will provide tax consulting and compliance services to a diverse client base in various industry sectors. You will work directly with the client, manage the tax engagement team, have access to an elite group of specialists when needed, and be connected to a strong support system from firm Leadership to ensure you are set up for success in your role and career. Responsibilities will include:
+ Maintaining and developing strong client relationships on various tax consulting/compliance engagements.
+ Advising clients on a variety of issues including multistate tax planning, accounting for income taxes, restructuring, audit defense, and due diligence.
+ Overseeing complex state tax compliance and consulting projects requiring tax analysis for a variety of entities and their affiliates.
+ Researching and analyzing a wide range of tax issues and tax implications including apportionment methodology, unitary filings, and nexus considerations.
+ Managing engagement workflow, engagement team resources, and engagement billing.
+ Providing leadership, counseling, and career guidance for the development and motivation of the engagement team.
The Team
Deloitte's Multistate Tax Services (MTS) group is the largest State and Local Tax (SALT) practice in the United States with more than 1,000 professionals nationwide. Our Multistate Tax professionals include former state tax auditors and administrators, industry personnel, tax practitioners, accounting specialists, and technology personnel with numerous years of multistate tax experience. Collectively, our team has significant experience with the requirements and nuances of jurisdictions in all 50 states. Our specific services include state income and franchise tax, indirect tax, business restructuring, credits and incentives, sales and use tax outsourcing, excise tax, property tax, state strategic tax review, and state tax controversy.
Qualifications
Required
+ Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2 - 3 days per week
+ 5+ years' experience in state income and franchise tax
+ Bachelor's degree in accounting, finance, or related field
+ One of the following active accreditations obtained:
+ Licensed CPA in state of practice/primary office if eligible to sit for the CPA
+ If not CPA eligible:
+ Licensed attorney
+ Enrolled Agent
+ Ability to travel 10%, on average, based on the work you do and the clients and industries/sectors you serve
Preferred
+ Advanced degree such as Masters of Tax, JD, and/or LLM
+ Previous Big 4 or large CPA firm experience
+ Excellent research and writing skills
+ Excellent presentation and communications skills
+ Solid understanding and experience with state tax compliance, tax planning, tax analysis, and tax research
+ Strong management experience
mtstax
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $93,660 to $213,200.
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
Information for applicants with a need for accommodation:
qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.

Are you a strategic and creative Multistate Tax professional who loves solving complex state and local tax issues? Are you intrigued by the tax considerations specific to investment management, private equity, real estate and/or hedge fund clients? If you are ready to make a greater impact on organizations by combining tax consulting solutions and innovative technology this may be the right role for you!
We are looking for an innovative, analytical Manager who is ready to handle new challenges and join one of the largest Multistate Tax practices in the world.
Recruiting for this role ends on May 31, 2026
What You'll Do
As a Tax Manager, you will be a valuable member on engagements and provide state tax consulting and compliance services to a diverse client set. You will work directly with the client, be responsible for the tax engagement team, have access to a collaborative group of specialists when needed, and be connected to a strong support system from Firm Leadership to ensure you are set up for success in your role and career. Your responsibilities will include:
+ Lead strong client relationships on tax consulting engagements
+ Advising clients on issues including partnership and corporate state / local tax returns with attention to multistate tax issues
+ Coordinating with clients' internal tax leadership
+ Substantive review of estimated payment, withholding and composite tax calculations, investor packages and tax return compliance
+ Researching and analyzing state tax legislation for applicability to clients
+ Leading engagement workflow and supervising consultants and interns on assigned engagements
+ Mentorship and development of talent in a diverse and inclusive workplace
The TeamDeloitte's Multistate Tax Services Investment Management group has more than 1,500 professionals worldwide and our professionals include former state tax auditors/ administrators and technology personnel with numerous years of multistate tax experience. The Investment Management industry specialized professionals will collaborate with Multistate Tax Services professionals with a variety of expertise to holistically serve our clients' state and local tax needs. Our Multistate Tax Service's overall practice includes state income and franchise tax for a wide variety of industries, indirect tax, business restructuring, credits and incentives, sales and use tax outsourcing, excise tax, property tax, state strategic tax review, and state tax controversy.
Qualifications Required
+ Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2 - 3 days per week
+ 5+ years' experience in state income and franchise tax or federal tax, pass-through, tax research, and corporate tax returns
+ 4+ years' experience providing tax planning services and 2+ years' experience with investment management or partnership taxation
+ Bachelor's degree in accounting, finance, or related field
+ One of the following active accreditations obtained:
+ Licensed CPA in state of practice/primary office if eligible to sit for the CPA
+ If not CPA eligible:
+ Licensed attorney
+ Enrolled Agent
+ Ability to travel up to 10%, on average, based on the work you do and the clients and industries/sectors you serve
Preferred
+ Public Accounting experience
+ Excellent research and writing skills
+ Excellent presentation and communications skills
+ Management experience
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $93,660 to $213,200.
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
Information for applicants with a need for accommodation:
qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.

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.
EY's Business Tax Services (BTS) - Federal Tax Advisory (FTA) practice provides cutting edge solutions to some of the world's largest organizations, middle market and private companies. As a member of our FTA team, you will solve problems, add value and assist companies in navigating an increasingly complex post-tax reform environment.
As an FTA Manager, you will have an opportunity to work on some of the most complex tax issues and translate them into effective tax strategies, focused on managing the impact tax has on our clients' business. You will be part of the team, focused on identifying the various cash tax savings and refund opportunities in the areas of FDII, BEAT, and GILTI planning, R&D credits, accounting methods, capitalization and cost recovery, transaction costs, inventory, and others.
**The opportunity**
Our market-leading approach combines extensive federal tax experience with compliance and strategic planning, providing clients with an integrated service that adds significant value to their tax function. Mentored by nationally recognized professionals, you will be a trusted business advisor by delivering on our promises to our clients. Additionally, you will be part of a rapidly growing team that is working with and supporting EY's comprehensive business tax advisory strategy. With the support of some of the most experienced professionals in the business, you can expect to develop your career at EY and build a strong foundation in your tax technical, management, marketing and business skills.
**Your key responsibilities**
You will be part of a team serving clients in various public and private industries and sectors. You will have an opportunity to directly interface with our clients and support the day-to-day project management activities by analyzing the client data/information, and preparing the commensurate analyses. You will support and actively participate in analysis of large datasets and the related evaluation of the pertinent laws and regulations, and collaborating with firm subject matter professionals to analyze the client facts. As part of the BTS practice, you will provide guidance and direction to the associates, support them on various engagement and the related activities. You will also play an important role in delivering client engagements and working directly with BTS managers and partners to serve our clients, develop our people and grow and nurture the OneEY culture.
**Skills and attributes for success**
+ Facilitate delivery of effective approaches to our clients' tax needs
+ Apply critical and independent thinking to identify new business opportunities
+ Assist in executing client engagements
+ Provide timely and high-quality tax research and the related analysis, including preparation of technical memoranda
+ Proactively manage projects to ensure timely delivery of high-quality analysis and client deliverables
+ Support the development of client relationships
+ Learn and develop specific client industry and sector knowledge
+ Help to develop and guide associates by providing actionable performance feedback and ensuring team responsibilities are consistent with their developmental goals
+ Build on technical competence by staying current on trends, developments and technical issues and applying them to client facts and circumstances
+ Demonstrate willingness to learn and innovate through application of our current tools and emerging technologies, such as SharePoint, MS Power BI, MS Power Pivot, MS Power Query and Alteryx.
**To qualify for the role, you must have**
+ A Bachelor's degree in accounting, finance, management information systems, or related field, as well as approximately six years of related work experience, OR a graduate degree in tax, law or management information systems, and approximately five years of related work experience
+ A valid US CPA or licensed attorney designation
+ Experience with preparing tax research and the related analysis
+ Proficient in analyzing large datasets
+ The ability to learn complex tax and industry concepts and apply them to specific client scenarios
+ Good managerial, organizational, project management and verbal/written communication skills
+ The ability to work well in a team environment and be comfortable supervising teams of EY personnel and client personnel
+ Business and tax technical writing skills
+ Proficiency with MS Excel, MS Access, and data mining tools
+ Willingness to travel as needed, and working in a balanced hybrid environment
**Ideally, you'll also have**
+ Familiarity and/or experience in the areas of the IRS tax controversy and statistical sampling
+ Experience with current data analytics and visual tools, such as MS Power BI, MS Power Pivot, MS Power Query and Alteryx
+ Big 4 comparable experience
+ Certifications in Alteryx or Microsoft products (MSCA)
+ Advanced degree, such as MST, MSA, JD, or LLM
**What we look for**
We are interested in tax professionals who are excited about implementing sophisticated types of quantitative analyses, with the confidence and knowledge to think creatively in a constantly shifting environment. If you possess an entrepreneurial spirit, the ability to prioritize across projects and make strong decisions in often challenging scenarios, this role is for you.
**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 .
+ 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 $103,600 to $89,900. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is 124,300 to 215,800. 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.
**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.
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.
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 .

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 Services Manager - FSO - 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 Technology and Transformation Manager, you will manage, deliver and implement a wide array of tax technology solutions and process enhancements aimed at improving the efficiency and effectiveness of our client's tax operations. You will be responsible for leading various projects that involve integrating tax and financial systems, implementing tax software tools, and developing automated processes for tax-related tasks.
**Your Key Responsibilities**
+ Manage large-scale managed services programs and/or tax transformation projects.
+ Manage digital tax transformation projects
+ Oversee tax technology strategy and road mapping
+ Lead implementation and configuration of direct and indirect tax systems
+ Review tax analytics and reporting and advise enhancements
+ Advise tax operating model transformation
+ Oversee development and deployment of custom tax systems
+ Manage projects in a demanding, time-sensitive environment and deliver high-quality solutions using cross-functional teams and remote resources
+ Confirm projects have the proper scope, cost and delivery schedules.
+ Work on identifying ways to improve operational effectiveness in tax functions, reviewing the process and controls that are in place, including technology, looking at the effectiveness of the various technology systems our tax clients use to increase automation and data quality throughout tax processes, assessing the overall risk to establish a proper control environment, and designing and building custom tax applications.
+ Enhance the effectiveness of the tax strategy and approach for all engagements while developing strong relationships across a network of existing and future clients and key stakeholders.
+ Understand key tax processes, technology, data, analytics, and risks/controls to mitigate risk and enhance quality
**Skills and attributes for success**
+ Ability to take ownership of assigned tasks and monitoring them until completion, including documenting requirements, configuration, testing, debugging, project profitability, and tax systems and process configuration
+ Identifying ways to automate manual tasks using existing financial or tax systems and emerging technologies
+ Understanding of conducting dependency analyses across an integrated work plan containing multiple work streams or projects
+ Embedding tax requirements into financial/business systems and processes (e.g., Oracle, SAP, Hyperion, PAM, Investran)
+ Developing test cases and debugging code in existing systems
+ Producing clean, efficient code based on specifications
**To Qualify**
+ 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 or related field
+ A minimum of five years of relevant work experience or a master's degree and approximately two to three years of relevant work experience
+ 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 project management
+ Strong leadership ability, attention to detail, problem-solving skills, analytical abilities
+ Excellent verbal and written communication skills
+ Ability to coordinate with functions outside of Tax
+ Demonstrated proactive ability to team with and motivate others and a willingness to develop meaningful and influential relationships with clients and colleagues
+ 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
**What we look for**
We are interested in independent thinking individuals for project delivery. In addition, someone who will be responsible for the oversight of employees from staff to senior. Must have demonstrated ability to provide leadership to a team, provide feedback contribute to the growth of teams onshore/offshore along with managing quality of deliverables from offshore teams (as needed) to deliver projects to time, cost and quality requirements.
**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 .
+ 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 $112,900 to $07,200. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is 135,500 to 235,300. 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.
**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.
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.
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 .

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.
The Employee Financial Services (EFS) practice operates within the NTD, focusing exclusively on providing comprehensive financial planning services to large employee and executive groups including the development and delivery of financial education workshops.
**The opportunity**
A company's "people investment" is one of its most significant investments and EY's EFS practice is supported by nationally sponsored, world-class technology and tools with a consistent process to advise on retirement and benefit plans. There are no sales pressures or sales goals in our group (salaried position only, with no commissions, product sales, or other equity-based compensation available). As you progress, you'll become a trusted business advisor to your clients - and play a critical role in building a better working world.
**Your key responsibilities**
As a Financial Planner Line (FPL) Staff, you will acquire the knowledge and expertise of specific benefit and retirement plans for existing and new client engagements. You'll conduct and/or participate in Financial Planning Line training (including engagement-specific training), assist with new client engagements, facilitate Financial Planning Line's communications, and provide ample assistance to team members by sharing knowledge to develop and enhance service delivery. Using cutting-edge technology and working with team-oriented colleagues, you will work on multiple and challenging financial counseling engagements that serve our clients' overall financial needs. You'll be responsible for providing quality financial planning, primarily over the phone, which leads to long-term relationships.
**Skills and attributes for success**
+ Demonstrate basic understanding of complex financial planning concepts, company-provided benefit plans (including stock option and income tax matters), and effectively convey this knowledge to various clients
+ Provide comprehensive financial counseling (primarily over the phone) and build lasting client relationships
+ Prepare and review comprehensive financial planning analyses for client's financial state and determine guidance
+ Interact with HR benefit professionals through individual and company client meetings within a team environment to deliver quality integrated advisory services to clients while owning accounts and responsibilities
+ Assist in Financial Planning Line new business presentations, creating or testing new tools, leverage technology to continually maximize productivity
**To qualify for the role you must have**
+ Bachelor's degree preferred, but not required in a related field, supported by tax or financial planning experience
+ Valid CFP, CFA, CPA or active state bar membership preferred
+ Series 65 (or the ability to obtain within a reasonably mandated period of time)
+ Strong analytical skills, written/verbal communication skills, interpersonal; problem-solving ability and attention to detail
+ Commitment to learning in a tax technology environment and proficient knowledge of automated tax processing systems and Microsoft Office
+ Willingness to travel as needed, and working in a balanced hybrid environment
**Ideally, you'll also have**
+ Retirement or Financial Planning background with a Series 65 license or CFP
+ Experience in a call-center environment
**What we look for**
Professionals with the drive to take on new responsibilities with the confidence to speak up with their own creative thoughts on a wide range of areas is what we seek. If you're keen to play a pivotal role within a highly focused mobility team, this role is for you.
**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 .
+ 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 $58,900 to $7,400. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is 70,800 to 110,500. 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.
**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.
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.
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 .