Location: Anywhere in country.
At EY, we’re all in to shape your future with confidence.
We’ll help you succeed in a globally connected powerhouse of diverse teams and
take your career wherever you want it to go. Join EY and help to build a better
working world.
EY is a leader in serving the global financial services marketplace and the only
professional services firm with a separate business unit dedicated to the
financial services industry – the Financial Services Organization (FSO). Our
focused model and bold ambition have put us at the center of the events that
continue to reshape and redefine our industry, working side by side with a range
of clients from our most venerable institutions to dynamic new entrants across
Banking and Capital Markets, Wealth and Asset Management and Insurance. Our
purpose is to help build a financial services industry in which financial
institutions are trusted and flourish, and the global economy is healthy,
growing, and secure. If you have a passion for rallying together to solve
complex challenges, then come join our dynamic FSO team!
Our Financial Services EY EDGE practice is made up of a team of professionals
providing dedicated tax technical services to both US and global clients. EDGE
stands for Exceptional Delivery and Growth Engine because this team operates in
a technical environment with deep process and service delivery experience that
distinguishes EY in the marketplace.
The opportunity
EY's FSO EDGE Wealth and Asset Management (WAM) practice provides comprehensive
and specialized tax assistance tailored to the unique needs of the asset
management industry. You will work alongside our practice office professionals
who are knowledgeable and experienced with varied and specialized facets of
hedge fund, private equity fund and mutual fund taxation, including fund and
organizational structuring, tax minimization planning, on-call advice, and tax
compliance.
Your key responsibilities
A senior analyst in FSO EDGE WAM will be responsible for delivering tax
compliance and consulting work for clients. The objective is to work alongside
practice office professional serving clients, based on their time demands, as
one team.
Responsibilities include
- Support new and existing client relationships
- Provide compliance and consulting delivery services to meet deadlines for
client deliverables
* Prepare or detail review complex financial closings, tax compliance filings
and other tax related processes or tasks
* Compile and/or evaluate moderately complex data, computations, documentation
and various tax and accounting technologies
* Responsible for Service Quality across identified aspects of delivery.
Understand opportunity risk in relation to our Scope of Services
* Develop, document, and gain cross functional alignment on processes to
support processes and internal teams
* Demonstrate deep technical excellence in specific offerings and broaden
technical skills across capabilities
* Maintain internal network by providing technical assistance to others within
EY in area of expertise
- Provide professional direction and day-to-day supervision to staff members
- Review and evaluate the work of staff members to ensure accuracy,
completeness, and compliance with relevant tax laws and regulations
* Provide effective leadership, formal and informal feedback, and coaching to
staff
Skills and attributes for success
* Experience identifying tax related issues and developing recommended
solutions via research and/or position development
* Experience interacting with clients on a regular basis in the delivery of
services
* Experience managing team members delivering tax consulting and compliance
projects for clients
* Demonstrate a significant degree of independent judgment to identify
potential issues and opportunities for tax planning and provide appropriate
recommendations
* Ability to break down tax projects into manageable components, analyze
relevant information, and formulate client-centric solutions that comply with
relevant laws and regulations
- Ability to manage multiple work assignments and deadlines simultaneously
- Demonstrate a high level of professional ethics and integrity while managing
sensitive or confidential client information
To qualify for the role you must have
* Bachelor’s degree in Accounting, Finance, Business Administration, Tax, Law,
or Economics
* A minimum of 2-3 years of relevant tax experience or equivalent experience in
the financial services industry
- Broad exposure to federal income taxation and exposure to state and local tax
- Excellent teaming, leadership, organizational, and verbal/written
communication skills
Ideally, you'll also have
- Familiarity with the financial services industry
- Certified Public Accountant (CPA), Enrolled Agent (EA) or licensed attorney
What we look for
We’re interested in tax professionals with a genuine interest in providing
outstanding services to some of the world’s most influential people. Working
with people from all backgrounds, from executives and entrepreneurs to investors
and families, you’ll use your experience and status as a trusted advisor to
maintain and further our reputation for excellence.
What we offer you
At EY, we’ll develop you with future-focused skills and equip you with
world-class experiences. We’ll empower you in a flexible environment, and fuel
you and your extraordinary talents in a diverse and inclusive culture of
globally connected teams. Learn more
[
* We offer a comprehensive compensation and benefits package where you’ll be
rewarded based on your performance and recognized for the value you bring to
the business. The base salary range for this job in all geographic locations
in the US is $76,000 to $125,300. The base salary range for New York City
Metro Area, Washington State and California (excluding Sacramento) is $91,100
to $142,400. Individual salaries within those ranges are determined through
a wide variety of factors including but not limited to education, experience,
knowledge, skills and geography. 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.
* Join us in our team-led and leader-enabled hybrid model. Our expectation is
for most people in external, client serving roles to work together in person
40-60% of the time over the course of an engagement, project or year.
* 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.
Are you ready to shape your future with confidence? Apply today.
EY accepts applications for this position on an on-going basis.
For those living in California, please click here
[
for additional information.
EY focuses on high-ethical standards and integrity among its employees and
expects all candidates to demonstrate these qualities.
EY | Building a better working world
EY is building a better working world by creating new value for clients, people,
society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the
future with confidence and develop answers for the most pressing issues of today
and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax,
strategy and transactions. Fueled by sector insights, a globally connected,
multi-disciplinary network and diverse ecosystem partners, EY teams can provide
services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without
regard to race, color, religion, age, sex, sexual orientation, gender
identity/expression, pregnancy, genetic information, 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 qualified individuals
with disabilities including veterans with disabilities. If you have a disability
and either need assistance applying online or need to request an accommodation
during any part of the application process, please call 1-800-EY-HELP3, select
Option 2 for candidate related inquiries, then select Option 1 for candidate
queries and finally select Option 2 for candidates with an inquiry which will
route you to EY’s Talent Shared Services Team (TSS) or email the TSS at
View email address on click.appcast.io [
View email address on click.appcast.io].
