EY National Tax - BTS Quantitative Services EDGE Senior Manager in Hoboken, New Jersey
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.
We are seeking Senior Manager-level candidates with both prior research credit experience as well as a background in science (e.g. biology, chemistry, etc.), engineering (e.g. electrical, mechanical, industrial, etc.), and/or technology (e.g. software development, programming, etc.)
Senior Manager is primarily responsible for the day-to-day oversight, management and performance of the team of Staff, Seniors and Managers in the QS/R&D Edge STEM team. A Senior Manager will also have a direct client-facing role and will be expected to lead select highly-technical and high-profile client discussions (e.g. technical research credit interviews, certain technical scoping or proposal discussions, etc.) with our clients' engineers, scientists and software developers, helping determine whether certain activities meet the qualification requirements for research tax credits/incentives. A Senior Manager will also be responsible for playing a critical role with regard to the strategy, operation and quality of our off-shore (GDS) R&D team, as well contribute directly to the development of new and existing internal- and client-facing software/technology platforms and tools.
Your key responsibilities
Oversee all aspects of the US Edge R&D STEM team, including:
General administration/management of the team
Development and implementation of training (process, tax technical, technology, etc.)
Staffing/client assignments/team utilization
Quality review process
Process & workflow development/improvement, best practices
Customer satisfaction of R&D engagement teams
Lead detailed technical interviews for select R&D engagements/pursuits with client engineers, scientists and software developers to determine eligibility/qualification for R&D tax credits and incentives
Utilize specific STEM expertise to make and assist other team members with technical determinations as to whether certain activities meet the requirements for research credits/incentives based on the results of technical interviews and surveys/questionnaires prepared by client STEM personnel
Review various tax- and STEM-technical memos and other technology/engineering discipline-specific client deliverable documents (e.g. company/technology overview, methodology memorandum, etc.)
Assist NTD QS leadership team with the ongoing management, expansion, quality, improvement, etc. of the QS/R&D offshore (GDS team) in multiple global locations, including development of optimal collaboration model with US Edge STEM R&D team
Play critical role with the identification, development and introduction of new/improved tools/technologies to increase quality and efficiency of R&D engagement execution
Advise on determining the optimal mix/structure of specialty support teams (Edge STEM, GDS, Edge data, etc.) and individual resources in order to achieve optimal quality, efficiency, margin, etc., for each significant research credit engagement
Using specific scientific, engineering and/or computer science expertise, analyze and interpret detailed technical engineering/software development documentation to assist in making determinations as to whether certain activities meet the requirements for research credits/incentives
Provide technical feedback on specific technical deliverables prepared by the Edge STEM and GDS team members on specific client engagements as well as overall quality assurance/review for both teams more broadly
Interpret case law to apply the facts and circumstances effectively to client facts
Directly supervises all aspects and all members (Staff – Manager) of the US QS Edge R&D team, as well as indirectly supervises the execution and work product quality produced by the GDS R&D team members
Must be able to effectively work on multiple projects (leadership/practice management as well as client engagements) simultaneously
Able to prioritize or request clarification on the priority of various engagements
Responsible for management of daily project tasks in order to meet client deadlines
Provide regular status updates to and communicate daily with NTD QS/Edge leadership team
Skills and attributes for success
To qualify for the role you must have
A bachelor's degree in a related field (i.e. engineering, science, computer programming, etc.) or equivalent experience
Minimum of 8-10 years professional research credit firm experience
Detailed knowledge of the rules and tax technical qualification requirements for the US Federal research tax credit as well as potentially other US and foreign R&D incentives
Basic knowledge of the use and navigation of Prodigy
Ability to manage multiple projects simultaneously
Responsible for management of own daily project tasks in order to meeting client deadlines
Ability to collaborate effectively
Strong organizational and verbal communication skills
Flexibility with client demands and tight deadlines
Ability to work overtime when needed to meet client needs
Willingness to travel - some travel, whether for client/engagement or internal meetings, is required
Ideally you also have
- Microsoft certifications or experience in the below applications:
What we offer
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.
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, in accordance with applicable law.