Financial Services-Wealth and Asset Management - Tax Senior-EDGE client aligned
$76k - $125.3kErnst & Young Oman
Location: Anywhere in country. EY’s Financial Services EY EDGE Wealth and Asset Management (WAM) practice provides comprehensive and specialized tax assistance tailored to the unique needs of the asset management industry. The opportunity EY's FSO EDGE 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 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. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity or 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 Ernst & Young Oman
$120k - $150k
...forward thinking asset manager, we build... ...with clients, understand... ...leverage cutting edge strategies and... ...long term wealth creation. Our... ...relationships. Senior Retirement &... ...strategies aligned with... ...experience in financial services marketing, sales... ...on pre‑tax and/or Roth...SeniorAssetTaxWork at officeLocal area$132.7k - $303.2k
...serving the global financial services marketplace and the... ...side with a range of clients from our most venerable... ...Capital Markets, Wealth and Asset Management, Insurance, and Real... ...Financial Services EY EDGE practice is made up... ...providing dedicated tax technical services to...SeniorAssetTaxWork experience placementSummer holidayFlexible hours$168.4k - $384.6k
...serving the global financial services marketplace... ...a range of clients from our most... ...Markets, Wealth and Asset Management and Insurance... ...support cutting‑edge investment... ...and compliance alignment. Your deep technical... ...partner with senior stakeholders... ...consulting, tax, strategy and...SeniorAssetTaxWork experience placementSummer holidayFlexible hours- Ernst & Young Oman is seeking a Senior Analyst for its Financial Services EY EDGE Wealth and Asset Management practice in Boston, MA. The role requires delivering tax compliance and consulting services, supporting client relationships, and managing team duties. Ideal candidates...SeniorAssetTax
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...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time... ...PwC, our people in tax services focus on providing advice and guidance to clients on tax planning,... ...will review and analyse financial data, prepare and file...SeniorAssetTaxFull timeH1bLocal area$102k - $220k
...leading global financial services company at the... ...world’s investible assets. Every day, our... ...cutting‑edge AI and breakthrough... ...collaborate with clients, driving... ...for the role of Senior Vice President,... ...Client Operations Manager to join our team... ...solutions that align with BNY's strategic...SeniorAssetTemporary workWork experience placementWorldwide- Wealth Planning Strategies page is... ...-net worth clients to identify their financial goals, analyze... ...products and services. This job recommends... ...of Wealth Management and is... ...liquidity needs and tax implications... ...and maintain alignment between the... ...world-class asset management. But...AssetTaxWork experience placementWork at office
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$60k - $90k
...a leading global financial services firm providing a... ...banking, securities, wealth management and investment... ...employees serve clients worldwide including... ...Management, the asset management division... ...The Analyst, Senior Analyst and Associate... ...status updates, tax efficiency,...SeniorAssetTaxHourly payFull timeContract workTemporary workWork experience placementLocal areaRemote workWorldwideFlexible hours3 days per week- ...leading global financial services company at the... ...’s investible assets. Every day,... ...harness cutting-edge AI and breakthrough... ...with clients, driving transformative... ...the role of Senior Vice President... ...service aligned to clients’ needs... ...Client Service Management Posting Date 0...SeniorAssetTemporary workWork experience placementWorldwideFlexible hours
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$200k - $250k
...Group’s rapidly growing financial services clients is seeking highly... ...smarter retirement tax planning decisions.... ...Networking for referrals Managing assets Building... ...retirement tax planning and wealth strategy solutions.... ...Overview: As a Senior Wealth Strategy...SeniorAssetTaxFor contractorsRemote workFlexible hours$52k - $94.12k
...Transfer Agency client service team (Associates and Senior Associates), management of the client relationships... ...custodian banks, asset managers and... ...our mark on the financial services industry... ...needs. And our wealth of development... ...eligibility for certain tax advantaged...SeniorAssetTaxTemporary workWork experience placementWork at officeFlexible hours$99k - $266k
...Summary Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level... ...PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance... ...will review and analyse financial data, prepare and file...AssetTax$150.4k - $343.6k
...leader in serving the global financial services marketplace and the only... ...by side with a range of clients from our most venerable institutions... ...and Capital Markets, Wealth and Asset Management, Insurance, and Real... ...dynamic FSO team! Our Business Tax Advisory practice gives...SeniorAssetTaxWork experience placementSummer holidayFlexible hours- Overview The Senior Manager of Tax Operations is responsible for... ...improvement of the wealth tax operations... ...of high-quality tax services to clients, strengthens relationships... ...control environment aligned with regulatory and... ...wealth management, or financial services. Direct...SeniorTaxWork at office
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$160k - $200k
A leading financial services firm in Boston is seeking a Portfolio Manager to enhance their wealth management team. This role requires a minimum of 5 years in high-net-worth portfolio management and a strong focus on client relationships. You will partner with various internal...Senior$81.13k
...of the world's top tax firms. Enjoy a... ...merges with cutting-edge technologies to create... ...high-profile clients understand, analyze... ...currently seeking a Tax Senior Associate to join our Business Tax Services practice.... ...for a variety of Asset Management clients Work...SeniorAssetTaxLocal area$106.5k - $195.1k
...serving the global financial services marketplace and the... ...side with a range of clients from our most venerable... ...Capital Markets, Wealth and Asset Management, Insurance, and Real... ...dynamic FSO team! Private Tax is a growing... ...confidence to challenge senior colleagues and...AssetTaxWork experience placementSummer holidayImmediate startFlexible hours- ...prestigious Big 4 professional services firm to recruit for a Tax Senior Associate role within their... ...opportunity to work with world-class clients in the asset and wealth management sector while advancing your... ...: No Direct Taxes : Maximize financial benefits with no income tax....SeniorAssetTaxLocal areaRelocation package
$62.5k - $87.5k
Job Overview Wealth Client Relationship Manager - Wealth Management. Partner with Wealth... ...practice, and deliver financial solutions that ignite clients... ...Responsibilities Provide client service and support to high‑net‑... ..., and coordinate asset consolidation. Communicate...Asset- ...Executive Director, Senior Lead... ...Estate Portfolio Manager to manage a prestabilized... ...housing clients. This... ...LIHTC equity asset management, particularly... .... Analyze financial statements, tax returns/audits... ...leading financial services company that... ...Banking, and Wealth & Investment...SeniorAssetTaxPermanent employmentFull timeWork experience placementWork at office
$85k - $100k
...are we looking for? CAPTRUST is seeking a Wealth Client Management Consultant who will work with one to several financial advisors to service and retain wealth client relationships.... ...requests as well as processing money and asset movements, and trade flow requests) with...AssetTemporary workWork experience placementWork at officeLocal areaFlexible hours$168k - $210k
...through cutting‑edge technology, agile... ...across eight core service areas: Digital Product... ...Opportunity As Senior Director, Client Accounts for our... ...Account Partners aligned to some of the... ...to deliver fully managed, multimodal datasets... ...training assets through advanced...SeniorAssetWork at officeImmediate startRemote work$120k - $202.5k
...Securitized Portfolio Manager to join our... ..., and client outcomes. This... ...of the biggest asset managers in the... ...that provides services to the world’s... ...institutions and financial advisors across... ...portfolios remain aligned with established... ...eligibility for certain tax advantaged...SeniorAssetTaxTemporary workFlexible hours$159.96k - $266.56k
...From cutting-edge resources... ...need at LPL Financial to shape... ...while helping clients pursue... ...report into the Senior Vice... ...across the full wealth lifecycle Establish... ...forums to align priorities,... ...including management committee... ...Financial services or wealth... ...and advisory assets on behalf...AssetFull timeWork from homeShift work- ...for helping our clients, taking care of our... ...customer service while maintaining... ...along with cutting edge digital technology... ...solutions to meet their financial needs. As... ...Advisor in Chase Wealth Management, you will offer... ...~$400 billion in assets under management...Asset
$150k - $190k
Brown Brothers Harriman seeks a Tax Advisor for Wealth Management in Boston, responsible for tax advisory support for high net worth clients. The ideal candidate has over 8 years of experience and is skilled in navigating complex tax matters. This hybrid role requires...SeniorTax$137.4k - $240.4k
## Sr. Wealth StrategistApplylocations... ...-winning financial institution... ...innovative financial services and guidance... ...clients using leading... ...executive role.As a senior member of the... ...approach to wealth management planning.... ...transfer and tax planning... ...individual client asset situations to...SeniorAssetTaxLocal areaFlexible hours
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