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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, too. Join us and build an exceptional experience for yourself, and a better working world for all.
Senior Manager- Securities Analysis Module (SAM) Operations- Tax Technology and Transformation Services
About the job
EY is the only professional services firm with a separate business unit (‘FSO’) that is dedicated to the financial services marketplace. Our FSO teams have been at the forefront of every event that has reshaped and redefined the financial services industry. If you have a passion for rallying together to solve the most complex challenges in the financial services industry, come join our dynamic FSO team!
The opportunity
You will help our tax practice office members and clients navigate the complex world of securities taxation by overseeing the industry leading securities taxation calculation application-Securities Analysis Module (SAM).
Your Key Responsibilities
The Senior Manager role will lead a dynamic, Global team with a unique group of skills to deliver on securities taxation calculations for specific clients. The responsibilities that the Senior Manager will perform include:
Lead and develop a high-performing, Global team to perform day-to-day operational responsibilities associated with running and delivering output from the Securities Analysis Module (SAM)
Coordinate and liaison with the Regulated Investment Company (RIC) and Alternative Investment tax practices to ensure timely delivery of SAM output on a predetermined schedule
Diagnose and resolve application technology issues by coordinating with the relevant technology functions
Coordinate with data ops group and continuously improve the ingestion of data into the SAM and related tax applications.
Develop optimally efficient, automatable processes that are widely understood by key stakeholders
Support client tax teams by being the central point of contact for SAM related questions and action items from the practice office
Assist in and guide the process of onboarding new clients and funds to the SAM application
Work collaboratively with adjacent Shared Services and Centers of Excellence to achieve exceptional client service delivery
Skills and Attributes for Success
Proactive and able to identify and resolve problems, with attention to detail
Providing constructive on-the- job feedback/coaching to team members.
Fostering an innovative and inclusive team- oriented work environment. Playing an active role in counselling and mentoring junior consultants within the organization
Manage and lead teams with clear purpose and vision and drive high performing team behaviors virtually and in person.
Project Management Skills to deliver positive outcomes in short timelines.
To qualify for the role, you must have
Bachelor’s or master’s degree in accounting, business administration, or related qualifications/ experience and approximately ten years of related work experience.
Experience in reviewing and understanding securities trading tax adjustments including but limited to wash sales, straddles, return of capital, Passive Foreign Investment Companies (PFIC).
Experience with extracting and processing large amounts of data from fund accounting systems including but not limited to Eagle Investment Accounting System, FIS Investment Accounting Manager (formerly InvestOne) and Multicurrency Horizon managing data, and extracting value from data
Experience working with multiple teams across different time zones and geographies.
Experience of building and documenting operational processes and functional specifications documents that are clear and concise.
Proven track record of meeting SLA’s and meeting customer expectations
Pro-active and effective decision-making skills. Able to present to teams/groups of people and structure key messages and communicate points of view
Manage, collaborate and adapt with various functions to deliver exceptional client service.
Ideally, you will also have
Experience in people-related initiatives, including recruiting and retaining staff
Experience in supporting continuous development of staff
An ability to adapt and learn in an innovative environment
What We Look For
We’re interested in passionate leaders with strong vision and a desire to stay on top of trends in the Information Strategy and Management industry. If you have a genuine passion for helping businesses achieve the full potential of their data, this role is for you.
What working at EY offers
We offer a competitive remuneration package where you’ll be rewarded for your individual and team performance. Our comprehensive Total Rewards package includes support for flexible working and career development. Plus, we offer:
Support, coaching and feedback from some of the most engaging colleagues around
Opportunities to develop new skills and progress your career
The freedom and flexibility to handle your role in a way that’s right for you
EY is committed to be an inclusive employer and we are happy to consider flexible working arrangements. We strive to achieve the right balance for our people, enabling us to deliver excellent client service whilst allowing you to build your career without sacrificing your personal priorities. While our client-facing professionals can be required to travel regularly, and at times be based at client sites, our flexible working arrangements can help you to achieve a lifestyle balance.
About EY
As a global leader in Assurance, Consulting, Strategy and Transactions, Tax, we hire and develop the most passionate people in their field to help build a better working world. This starts with a culture that believes in giving you the training, opportunities, and creative freedom to make things better. So that whenever you join, however long you stay, the exceptional EY experience lasts a lifetime. And with a commitment to hiring and developing the most passionate people, we’ll make our ambition to be the best employer a reality.
What we offer
We offer a competitive compensation package where you’ll be rewarded based on your performance and recognized for the value you bring to our business. 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. 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.
If you can demonstrate that you meet the criteria above, please contact us as soon as possible.
The exceptional EY experience. It’s yours to build.
EY | Building a better working world
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.
EY is an equal opportunity, affirmative action employer providing equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, 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 individuals with disabilities. If you are a qualified individual with a disability and either need assistance applying online or need to request an accommodation during the interview process, please call 1-800-EY-HELP3, type Option 2 (HR-related inquiries) and then type Option 1 (HR Shared Services Center), which will route you to EY’s Talent Shared Services Team or email SSC Customer Support at [email protected].
