Financial Services - Tax - Financial Instruments Tax Solutions - Experienced Analyst
$69.7k - $114.8kEY
Location: New York, Iselin, Hoboken, Jericho, Secaucus, Charlotte 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. The opportunity 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, Insurance, and Real Estate, Hospitality and Construction. 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! As a professional within EY’s Financial Instruments Tax Solutions (FITS) practice, you will play a key role in supporting a diverse portfolio of financial services clients, including asset managers, private equity firms, and insurance companies. The FITS Tax practice provides a dynamic environment where you can further enhance your technical and consulting skills while helping leading financial institutions navigate the increasingly complex tax and regulatory landscape. In this role, you will work alongside experienced professionals to address the tax compliance and reporting challenges faced by world-class tax functions, delivering innovative solutions that drive value and support our clients’ strategic objectives. Your Key Responsibilities Collaborate with a team of consultants and senior professionals on finance transformation engagements, helping clients enhance their tax and operational processes. Support the implementation, maintenance, and execution of proprietary debt tax technology solutions to deliver high-quality outcomes for clients. Drive improvements in tax function performance by working effectively within teams, motivating colleagues, and building meaningful, long-lasting relationships with clients and stakeholders. Serve as a trusted technical resource on complex tax matters related to fixed-income securities and other financial instruments. Contribute to the ongoing development, enhancement, and maintenance of EY’s proprietary debt tax technology platforms and tools. Participate in client engagements that may require travel, depending on project requirements, client needs, and geographic location. Skills And Attributes For Success To qualify for the role you must have A bachelor’s degree in accounting, finance or related field A minimum of 1 year of relevant work experience A basic understanding of fixed income securities including corporate debt, bonds, ABS/MBS securities Strong Microsoft Excel skills Excellent written and verbal communication skills Strong attention to detail, problem-solving skills, analytical abilities Ideally, you will also have Exposure to the financial services industry, accounting/finance/tax, tax or finance performance improvement, tax software development and/or implementation CPA, JD, LLM, MBA, Enrolled Agent or ability to achieve one of the certifications Tax compliance and consulting experience serving financial services clients Project management and critical thinking skills Basic understanding of AI use case and embrace the use if AI to drive efficiencies and streamline results What We Look For We are looking for individuals that are proactive and self‑motivated who have a willingness to learn new skills and approaches to challenges that our clients are facing in today’s climate. You will need to be an analytical thinker and problem solver who has the ability to come up with innovative solutions. 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 $69,700 to $114,800. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $83,500 to $130,600. 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 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. 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. #J-18808-Ljbffr EY
- EY in New York/Iselin/Hoboken area is seeking a professional in EY’s Financial Instruments Tax Solutions (FITS) to support tax compliance and reporting for financial services clients, including asset managers and insurers. You will work on proprietary debt tax technology...Tax
$120k - $160k
...matter expert for the financial reporting teams of UBS Workplace Wealth Solutions’ corporate clients• resolve... ...Diluted EPS, Deferred Tax Asset, Share Balance,... ...providing exceptional client service•provide clients with... ...PowerPoint as well as experienced with Microsoft MS Teams...TaxFull timeFlexible hours$120k - $150k
...with others to find new solutions to complex business... ...enhancing our client’s financial well-being. If you are... ...and Digital Assets Risk Analyst Join us as our Custody... ...and digital asset servicing activities. This role... ...corporate actions, income and tax entitlements processes...TaxWork experience placementLocal area$70 per hour
...One of CEI's largest Financial Services clients is seeking a Financial Business Analyst to join their growing organization! Client... ...within its Finance and Tax functions, specifically aligned... ...and project leadership to ensure solutions are delivered on time, meet regulatory...TaxHourly payPermanent employmentFull timeContract workWork at officeRemote workShift work$30 per hour
...transitioning from active service or Military Spouse new... .... Customer Service analysts deliver service and... ...problems and develops solutions within appropriate... ...Spending Accounts # Pre-tax commuter and parking... ...Stock Purchase Plan # Financial planning and group...TaxHourly payTemporary workWork experience placementInternshipWorldwideFlexible hours$76k - $125.3k
...EY is a leader in serving the global financial services marketplace and the only professional services... ...join our dynamic FSO team! Our FSO Tax and EY EDGE practice is made up of a... ...related issues and providing recommended solutions via research and/or position...TaxSummer holidayFlexible hours- ...respects physical, financial, and developmental.... ...financial coaching and services 401(k) pre-tax and/or Roth IRA with... ...!The Epic Beaker Analyst III provides enterprise... ...of Epic Beaker solutions across multiple laboratories... ...interface design, instrument connectivity, and...TaxFull timePart timeWork experience placementFlexible hours
- ...: The Underwriting Analyst inputs and reviews... ...personal credit reports, financial and bank statements, tax returns and other... ...offer exceptional service to our partners to... ...access to finance solutions simple and dependable... ...partner. With experienced teams across credit...TaxWork at officeFlexible hours
- ...investment vehicle selection Maintain knowledge of the investment solutions utilized throughout Private Banking, including mutual funds,... ...preferred, but not required ~3-7 years work experience in financial services industry with Private Wealth Management experience preferred...Work experience placementShift work
$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 50... ...Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings... ...Adaptable to new information seeking the right solutions for clients Comfortable in your...TaxWork at officeWork from homeHome officeFlexible hours$142.6k - $261.5k
...& Project Accounting Solution Architect you will focus... .... You will be instrumental in understanding business... ...opportunities for additional services.What we look forWe are... ...your physical, financial, and emotional well-being... ...assurance, consulting, tax, strategy and transactions...TaxSummer holidayImmediate startFlexible hours$30.25 - $39.5 per hour
## Loan Analyst IIApplylocations: Newark, NJtime type: Full timeposted... ...customized financing solutions to qualified borrowers seeking... ...a subsidiary of Wintrust, a financial services company with more than $66... ...summaries through the analysis of tax returns, financial...TaxHourly payTemporary workFlexible hours$138.2k - $266k
...established a Global Managed Services business, of which... ...and Technology Risk solutions. Our ambition is to... ...with the introduction of experienced Solution Architects to... ...& Financial Modelingsupport business... ...assurance, consulting, tax, strategy and transactions...TaxSummer holidayLocal areaFlexible hours$102.8k - $188.4k
...end support and advisory services, covering areas such as... ...challenges, avoid financial pitfalls, and implement practical solutions before, during, and after... ...Conducting valuations for tax purposes across federal... ...securities, debt instruments, employee stock option...TaxLocal area- ...success. As a leading global financial services company at the heart of the... ...clients, driving transformative solutions that redefine industries and... ...Vice President, Corporate Tax to join our team. This role... ..., advises and guides less experienced Corporate Tax roles and may...TaxWork experience placementWork at officeWorldwide
- ...build, and deliver top-notch technology products. As a Lead Solutions Analyst in Compliance - Corporate Sector, Trade Surveillance... ...back office, and settlement systemsDeep understanding of financial instruments and markets, including Fixed Income, Equities, FX, Commodities...
$90k - $157.5k
...execution-oriented Enterprise Data Quality Solutions lead to help advance the firm’s... ...remediation, internal audit, risk management, or financial services governance initiatives preferred.... ...incentive plans); and, eligibility for certain tax advantaged savings plans.For a full...TaxFull timeTemporary workWork at officeFlexible hours$100k - $150k
...Stanley is a leading global financial services firm providing a wide range... ...almost every type of financial instrument including stocks, bonds,... ...we often develop customized solutions.Team Profile:The Institutional... ..., Legal, Sales, Operations, Tax and other internal groups to...TaxContract workTemporary workWorldwide$75k
2027 Summer Analyst Internship - Corporate Functions... ...levels of customer service. Operations is... ...Engagement and Financial Security : Coordinate... ...Financing Solutions: Handles processing... ...Support: Managing taxes, asset servicing, and instrument referential activities...TaxSummer workInternshipSummer internship- ...success. As a leading global financial services company at the heart of the... ...clients, driving transformative solutions that redefine industries and... ...Vice President, Corporate Tax to join our team. This role... ..., advises and guides less experienced Corporate Tax roles and may...TaxWork experience placementWork at officeWorldwideFlexible hours
$155k - $185k
...for ways to improve financial services. We’re passionate about... ...Office Investment Solutions team is transforming... ...Business Systems Analyst to help drive the evolution... ...major Fixed Income instruments, including... ...prudential.com. If you are experiencing a technical issue...Full timePart timeWork at officeRemote work$120k - $160k
...Senior Manager, Property Tax | Lead Multi-State Compliance for... ...passionate about providing tailored solutions that exceed client... ...team members to ensure seamless service Jobot is an Equal Opportunity... ...Industries Accounting, Financial Services, and Banking #J-18...TaxFull timeLocal areaRemote work$108k - $200k
...extraordinary care. Are you an experienced actuary who enjoys complex annuity valuation, financial reporting, and solving thorny modeling... ...problems? Join our Retirement Solutions Financial Reporting team and... ...regimes (statutory, GAAP, and tax) for products. Performs...TaxFull timeTemporary workPart timeCasual workWork at officeRemote work$160k - $180k
...life possible while providing tools and solutions that make it easier to get there. Who... ...a century ago, we were among the first financial services companies in America to serve everyday... ...reserves, IFRS 17 liabilities, US GAAP, tax reserves, market consistent liability valuations...TaxWork at officeRemote workWorldwideRelocation package$118.7k - $176.6k
Lead Business Analyst - Prudential Financial Prudential Financial (NYSE... ...in financial services for over 150 years,... ...insurance, retirement solutions, and investment management... .... The position is instrumental in shaping the end‑... ....com. If you are experiencing a technical issue...Worldwide3 days per week$65k - $107.4k
...opportunity EY's Forensics Insurance and Federal Claims Services practice specializes in helping clients achieve their financial recovery goals following disaster events such as... ...spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector...TaxSummer holidayWork at officeLocal areaFlexible hours- ...Excellence (AI COE) team, your work will be instrumental in transforming the model risk lifecycle... ...AI is being operationalized in financial services.Job ResponsibilitiesDesign, build, and deploy AI and LLM-based solutions that transform core MRGR processes and workflows...
$32.5 - $36 per hour
...unique opportunity combines tax expertise, entrepreneurial spirit... ...to achieve positive financial outcomes while supporting Intuit... ...tax expertise to provide full service tax return preparation, tax advice... ...to deliver accurate tax solutions in personalized everyday language...TaxFull timeLocal area$160k - $220k
...provide effective corporate solutions to drive new and... ...clients on our equity and financial wellness platforms•... ...in Financial Services industry preferred• undergraduate... ..., performance stock, tax mobility, ESPP, etc.•... ...PowerPoint as well as experienced with Microsoft MS...TaxFull timeFlexible hours$67.03k - $87.98k
## Experienced Audit AssociateApplylocations: USA TX Friscotime... ...a leading advisory, tax and assurance firm,... ...the world’s leading financial centers – New York, London... ...provide professional services through an alternative... ...to find creative solutions to complex accounting...TaxWork experience placementInternshipLocal areaWorldwideVisa sponsorship
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Services - Tax - Financial Instruments Tax Solutions - Experienced Analyst. Be the first to apply!
- senior international tax analyst Hoboken, NJ
- finance financial Hoboken, NJ
- senior financial analyst fp&a Hoboken, NJ
- financial Hoboken, NJ
- financial executive Hoboken, NJ
- financial institutions Hoboken, NJ
- financial software developer Hoboken, NJ
- financial sales Hoboken, NJ
- workday financials Hoboken, NJ
- financial banking Hoboken, NJ




