Workforce Tax Services

Today’s legislative and regulatory environment is one defined by change. Many HR organizations struggle to integrate new requirements into existing operating models and still take care of employee needs.

Business decisions have ripple effects across the entire enterprise. More than ever before, understanding the intersection of strategic levers, stakeholder engagement and a changing regulatory environment is paramount.

Although workforce management tasks may seem largely compliance driven, there is an opportunity to turn the tax components of workforce management into a strategic asset for your company.

EY Workforce Tax Services has a long and proven history of helping connect HR, tax, finance, payroll and benefits functions across the employment lifecycle. This holistic approach can provide a foundation for businesses to realize cost savings, address risk and support the needs of a productive workforce.  We provide a holistic approach by leveraging technology to manage your workforce with our full spectrum of services.

How EY can help

The team

Kristie Lowery

EY US Workforce Tax Services Leader & EY US Employment Tax Leader
Leader of a diverse and creative team of employment tax advisory practitioners. Passionate about women’s initiatives and empowering women in the workplace. News junkie and avid college football fan.
Charlotte, NC, United States

Rebecca Truelove

Principal, Indirect Tax, Workforce Tax Services; EY US National Leader, Affordable Care Act and Work Opportunity Tax Credit, Ernst & Young LLP
Enthusiastic leader enabling teams to work together to grow and thrive. Committed to bringing more diverse backgrounds and voices to the table in all roles. Girl Scout leader and weekend kayaker.
New York, NY, United States

Yasir Anwar

Managing Director, Workforce Technology Solutions, Ernst & Young LLP
Innovation enthusiast. Leads diverse and creative technology teams. Lives with his wife, two children and dogs. Loves listening to music, reading, and watching cricket and basketball.
Los Angeles, CA, United States

Our latest thinking

Reconciliation bill includes notable compensation and benefits changes

FY25 tax law introduces deductions for tips and overtime, modifies executive pay rules, and updates tax treatment of employee benefits.

Kristie Lowery + 1

Draft list of occupations that qualify for new tip deduction released

Treasury releases preliminary list of occupations eligible for the new federal tip deduction under OBBBA, effective for tax years 2025–2028.

Kristie Lowery + 1
    Contact us
    Like what you’ve seen? Get in touch to learn more.

    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.