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
$90.3k - $165.4k
...serving the global financial services marketplace... ...a range of clients from our most... ...Markets, Wealth and Asset Management, Insurance, and... ...Services EY EDGE practice is made... ...dedicated tax technical services... ...functional alignment on processes... ...matters to senior management and...AssetTaxSummer holidayFlexible hours$75.2k - $124.1k
...working world. US - Tax - BTS - FSO... ...Withholding EDGE Senior Analyst EY is a... ...serving the global financial services marketplace and... ...a range of clients from our most venerable... ...Markets, Wealth and Asset Management and Insurance.... ...cross functional alignment on processes to...SeniorAssetTaxSummer holidayFlexible hours$133.3k - $304.5k
...working world. Tax - Financial Services Organization... ...Other Tax - Senior Technical... ...Owner - Senior Manager Will you shape... ...with a range of clients from our most... ...Markets, Wealth and Asset Management, Insurance... ...Services EY EDGE practice is... ...and roadmap aligned with the...SeniorAssetTaxSummer holidayFlexible hours$124k - $335k
...Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type:... ...Energy Tax Senior Manager, you will... ...role in advising clients on their local and... ...for our Financial Services clients. Your insights... ...that our services align with client...SeniorAssetTaxFull timeH1bLocal area- Senior Advisor, Wealth Management - The Baldwin Group Financial Services page is loaded## Senior Advisor, Wealth... ...build and deepen client relationships,... ...to protect assets, optimize incomes... ...accumulation, insurance, tax‑aware strategies,... ...portfolios aligned to client goals,...SeniorAssetTaxContract workLocal areaRemote work
$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$86.9k - $143.4k
...better working world. Tax - Financial Services Organization -... ...- Data Scientist - Senior Will you shape the... ...side with a range of clients from our most venerable... ...Capital Markets, Wealth and Asset Management, Insurance, and... ...Financial Services EY EDGE practice is made up...SeniorAssetTaxSummer holidayFlexible hours$77k - $214k
...Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type:... ...our people in tax services focus on... ...and guidance to clients on tax planning,... ...review and analyse financial data, prepare and... ...efficiencies. As a Senior Associate you shall...SeniorAssetTaxFull timeH1b$124k - $335k
.../Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time... ...20% A career in our Financial Services Tax practice, within... ...opportunity to help our clients meet their tax... ...in the future. As a Senior Manager, you'll work as...SeniorAssetTaxFull timeH1bLocal areaOverseas$77k - $214k
...Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type:... ...our people in tax services focus on... ...and guidance to clients on tax planning,... ...review and analyse financial data, prepare and... ...solutions. As a Senior Associate you will...SeniorAssetTaxFull timeH1b- Wealth Client Services Senior Team Leader CAPTRUST is seeking a Wealth Client Services... ...Team Leader to work with financial advisors to service and... ...‑time role as a leader in management. Responsibilities Job Responsibilities... ...as processing money and asset movements, and trade flow...SeniorAssetFull timeWork experience placementWork at office
$76k - $125.3k
...Young Oman in Arlington, Virginia, is seeking a Senior Analyst for its Financial Services EY EDGE Wealth and Asset Management practice. The role involves delivering tax compliance and consulting work, focusing on client relationships and complex financial tasks. Candidates...SeniorAssetTax$76k - $125.3k
Ernst & Young Oman seeks a Senior Analyst for their Financial Services EY EDGE Wealth and Asset Management practice in Washington, DC. The role involves delivering tax compliance and consulting services, maintaining client relationships, and ensuring service quality. Candidates...SeniorAssetTaxFlexible hours$112.9k - $207.2k
...serving the global financial services marketplace... ...a range of clients from our most... ...Markets, Wealth and Asset Management, Insurance, and... ...Services EY EDGE practice is made... ...dedicated tax technical services... ...a supporting Senior Manager. The... ...teams, aligning to goals and...AssetTaxSummer holidayFlexible hours$75k - $160k
...Wealth Management Across Wealth Management, Goldman... ...Sachs helps empower clients and customers... ...world to reach their financial goals. Our advisor... ...customers, and leading-edge technology, data... ...full product and service offerings of... ...which may include tax and estate planning...AssetTaxFull timeTemporary workPart time$102.5k - $187.9k
...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...AssetTaxFull timeWork experience placementSummer holidayFlexible hours- ...Senior Director, Corporate Counsel Financial Services Location: Bethesda, MD or... ...on the cutting edge of next generation... ...with senior management to provide legal... ...with the CFO and tax counsel,... ...experience in the asset management industry... ...for multiple clients based on changing...SeniorAssetTaxImmediate start
- Ernst & Young Oman is seeking a Senior Analyst for its Financial Services EY EDGE Wealth and Asset Management practice, located in McLean, Virginia.... ...role involves providing specialized tax consulting and compliance services for clients, managing relationships, and...SeniorAssetTax
$150k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time... ...: Up to 20% A career in our Financial Services Tax practice, within Corporate... ...with the opportunity to help our clients meet their tax obligations while...AssetTaxFull timeH1bLocal areaOverseas$99k - $266k
...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,... ...review and analyse financial data, prepare and file...AssetTaxFull timeH1b- ...individuals and businesses, managing client goals and objectives... ...relationships. The Senior Financial Consultant position... ...retirement planning, tax planning, education... ...identifies revenue and asset under management... ...prospects. Maintain and service current customer...SeniorAssetTaxBank staffWork at officeLocal area
$120k - $135k
## PGIM Senior Investment Associate... ...Classification:Investment Management -... ...As the Global Asset Management business... ...to improve financial services. We’re... ...of contact for clients and provide support... ...Section 8 / PBV, tax-exempt bond-... ...If your skills align with the role,...SeniorAssetTaxPart timeLocal area$97.3k - $178.3k
...Business Consulting - Senior EY is a leader in serving the global financial services marketplace and the... ...with a range of clients from our most venerable... ...and Capital Markets, Wealth and Asset Management and Insurance. Our... ...assurance, consulting, tax, strategy and...SeniorAssetTaxSummer holidayFlexible hours- An established industry player is seeking a Tax Senior Associate to join their dynamic team in the Cayman Islands. This exciting... ...role offers the chance to work with prestigious clients in asset and wealth management, delivering strategic tax solutions while enhancing your...SeniorAssetTaxRelocationRelocation package
$127.9k - $291.9k
...The opportunity Our EY EDGE practice gives you the... ...on US and global tax information reporting... ...engagements across all financial services sectors. We offer the... ...specialization in assisting clients with mission‑critical... ...and transaction taxes. Manage operations team by...SeniorTaxSummer holidayFlexible hours$102.1k - $187k
...better working world. Tax Services Manager - Financial Services Office - Customer... ...by side with a range of clients from our most venerable institutions... ...and Capital Markets, Wealth and Asset Management, Insurance,... ...some of the firm's most senior tax talent. The CTOR...AssetTaxSummer holidayWork at officeRemote workFlexible 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
$81.13k - $164.57k
...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 as...SeniorAssetTaxLocal area- ...Our client is a rapidly growing... ...independent RIA/wealth management firm with a... ...and financial planning solutions... ...financial services and a broad... ...insights for senior leadership... ...leadership to align financial planning... ...management, tax filings, etc... ...firm assets. Evaluate...AssetTax
$110k - $120k
...Function: Investor Services Date:... ...Summary The Senior Analyst, Fund... ...Distributions, and Tax PBC, while... ...maintaining alignment across... ...reports to the Manager of Fund Accounting... ...& Investor Financial Reporting (30... ...5 billion of assets under management... ...to sovereign wealth funds, unions...SeniorAssetTax
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