Senior Manager - Financial Services Operational Tax Advisory

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Location: London

Other locations: Primary Location Only

Date: Jul 11, 2025

Requisition ID: 1625385

EY’s Financial Services (FS) Operational Tax Advisory (OTA) team provides operational tax advice to clients in the financial service industry. Our London-based team works closely with the global FS practice.

The opportunity

The team is made up of core professionals in the UK supported by a strong EMEIA and global tax network, focusing on operational taxes. The nature of our work means that developing relationships within the global network is essential to successfully delivering to our clients. The core team in London is close knit, dynamic and enthusiastic with a real sense of shared purpose and community.
You would be exposed to a large variety of clients from FinTech start-ups to mid-sized and global financial services businesses across the banking, asset management and insurance sectors.

The successful candidate would have the opportunity to be involved in some of the most important issues currently facing the financial services industry, with high profile experience to be gained and the opportunity to become a broader strategic and commercially minded tax advisor. The role will cover a wide range of tasks and opportunities and can range from writing technical tax opinions (e.g. tax transparency of fund vehicles / tax treaty entitlement / taxation of financial instruments issued in various countries); to managed services (i.e. where EY has been asked to run a process or function for a client); to running multi-country studies on capital markets / asset servicing tax issues (e.g. reporting, withholding, capital gains, treaty access etc).

• It is a great time to join the team who have expanded exponentially in recent years and are continuing to grow. With a number of disrupting factors in the market at the moment you’ll be at the forefront of helping our clients to navigate the market challenges on an international scale.
  Your key responsibilities
  As a Senior Manager within the Operational Tax Advisory team you will:
  • Focus on the delivery of high quality tax advice to our clients
  • Leveraging EY technology and products available to provide managed service support to our clients
  • Build and maintain relationships both internally and externally
  • Manage the successful delivery of projects, ensuring technical excellence and a practical and business driven approach
  • Pursue and develop new opportunities in respect of both existing and prospective clients
  • Build networks and relationships internally and externally for the team to leverage from
• Help people to develop through effectively supervising, coaching and mentoring staff
• Significant involvement in the management of the team both in terms of strategy and operations and through managing junior staff development and assignments

Skills and attributes for success

• Strong client relationship management skills with ability to produce quality outputs to clients

• Business development skills, able to identify and convert opportunities to sell work to new and existing clients
• Significant technical tax expertise, including familiarity with latest international developments (e.g. BEPS, EU DACs, CESOP, the FASTER initiative)
  • Knowledge of securities taxation principles (withholding, tax treaty analysis, capital gains etc) and tax considerations impacting institutional portfolio investors and custodians
• Understanding of the financial ecosystem (role of CSD, custodians, broker dealers) and specific products (equity investment portfolio, securities lending, derivatives
  • An ability to work to tight deal deadlines
  • Excellent written and oral English communication skills
  • Pragmatism and the ability to solve problems creatively
  • Results orientation and a willingness to take on responsibility
  • A strong client focus allied to strategic and commercial awareness
• Change orientated with flexible approach
  To qualify for the role, you must have
  • ACA / CA / Law qualification or equivalent
  • Strong financial sector tax experience
  • Strong client relationship management skills with ability to develop quality outputs to clients
  Ideally, you will also have
  
  • Project management experience
  • experience working alongside technology specialists to optimise and automate tax-related procedures.

What we look for
You will be a driven tax professional and will proactively maintain your strong technical knowledge so that you can better advise our clients.
What working at EY offers
We offer a competitive remuneration package. Our comprehensive Total Rewards package includes support for flexible working and career development, and with FlexEY you can select benefits that suit your needs, covering holidays, health and well-being, insurance, savings and a wide range of discounts, offers and promotions. Plus, we offer:
• Support and coaching 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 being 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, tax, transaction and advisory services, we’re using the finance products, expertise and systems we’ve developed to build a better working world. That starts with a culture that believes in giving you the training, opportunities and creative freedom to make things better. Whenever you join, however long you stay, the exceptional EY experience lasts a lifetime.

If you can confidently demonstrate that you meet the criteria above, please contact us as soon as possible.

Join us in building a better working world.

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EY refers to the global organization, and may refer to one or more, of the member firms of Ernst & Young Global Limited, each of which is a separate legal entity. Ernst & Young Global Limited, a UK company limited by guarantee, does not provide services to clients.

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