Financial Services

Description:

EY (Ernst & Young) is seeking an experienced and motivated Tax Manager to join its Financial Services Organization (FSO) in the Banking and Capital Markets (BCM) division based in Chicago, IL. This role offers a unique opportunity to work at one of the world’s most trusted professional services firms, specializing in serving the financial services sector across banking, capital markets, wealth management, insurance, and real estate.

As a Tax Manager, you will lead client engagements with major multinational financial institutions, overseeing tax operations, ensuring compliance with regulatory requirements, and managing teams to deliver high-quality results. You will play a key role in developing tax strategies, advising clients on complex issues, and helping them navigate the evolving landscape of financial taxation.

Key Responsibilities

• Manage multiple client engagements, ensuring timely, accurate, and high-quality tax deliverables.

• Lead and mentor junior team members, fostering professional growth and knowledge sharing.

• Oversee engagement economics, including budgets, billing, and resource planning.

• Develop tax technical positions and provide expert advice on compliance, tax planning, and accounting matters.

• Work closely with clients to understand their operations and tailor tax solutions to meet their business needs.

• Conduct tax research and analysis related to federal, state, and international taxation.

• Identify opportunities for process improvements and potential areas for expanding client services.

• Build and maintain strong relationships with clients, industry professionals, and EY internal teams.

• Support initiatives for information reporting, withholding, and risk management.

Skills and Attributes for Success

• Strong knowledge of the Internal Revenue Code and Treasury Regulations relevant to financial services clients.

• Ability to synthesize information quickly and provide practical, results-oriented solutions.

• Deep understanding of tax compliance forms and their interactions across state and local jurisdictions.

• Excellent leadership, communication, and analytical skills.

• Ability to manage multiple high-priority projects efficiently in a fast-paced environment.

• Commitment to mentoring and developing team members.

Qualifications

• Bachelor’s degree in Accounting, Finance, Business, or a related field.

• Minimum 5 years of relevant tax experience, preferably in the banking or financial services sector.

• Active CPA license or licensed Attorney.

• Strong exposure to federal income taxation and regulatory reporting for financial institutions.

• Experience managing teams and engagements.

• SEC tax experience is a plus.

What EY Looks For

• Leadership: The ability to inspire confidence, drive results, and lead by example.

• Patience and Organization: Capability to manage complex projects and shifting priorities efficiently.

• Passion and Drive: A proactive mindset committed to innovation, excellence, and continuous improvement.

Compensation and Benefits

EY offers a comprehensive Total Rewards package designed to support employees’ well-being and career development. Compensation is based on performance and the value each professional brings to the organization.

Benefits include:

• Competitive salary ($103,600 – $189,900 per year)

• Medical and dental coverage

• Pension and 401(k) plans

• Flexible vacation policy with time off for personal and family care

• Paid holidays, winter/summer breaks, and leaves of absence

• Hybrid work model (40–60% in-person engagement time)

• Professional development and global mobility opportunities

• A culture focused on inclusion, integrity, and innovation

About EY

EY (Ernst & Young) is a global leader in assurance, consulting, strategy, tax, and transaction services, serving clients in over 150 countries and territories. The firm’s mission is to build a better working world by creating long-term value for clients, people, and society. EY teams use data, AI, and advanced technology to help clients tackle today’s toughest business challenges with confidence.

Equal Employment Opportunity Statement

EY is an Equal Opportunity Employer, committed to creating an inclusive environment where all qualified applicants receive consideration for employment regardless of race, color, religion, gender, sexual orientation, gender identity, age, disability, veteran status, or any other protected characteristic.

EY provides reasonable accommodation for qualified individuals with disabilities, including veterans, throughout the hiring process.

For assistance or accommodations during the application process, contact EY’s Talent Shared Services Team at:
📞 1-800-EY-HELP3 (select Option 2 → Option 1 → Option 2)
📧 ssc.customersupport@ey.com