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
$90k - $125k
...think about wealth management differently,... ...underwriting services to one that helps clients address a... ...of complex financial problems, as... ...understanding of tax implications... ...clients or assets under... ...evaluated for alignment with the firm... ...in events Seniority level Mid‑Senior...AssetTaxFull timeTemporary workFlexible hours- A leading financial services firm is seeking a Senior Wealth Manager/Financial Strategist to provide expert... ...strategies for high-net-worth clients. This role requires... ..., estate planning, and tax optimization, along with... ...manages substantial client assets and operates with high...SeniorAssetTaxWork at office
- ...for helping our clients, taking care of... ...customer service while maintaining... ...along with cutting edge digital... ...to meet their financial needs. Job Responsibilities... ...relationship management, not portfolio... ..., J.P. Morgan Wealth Management is... ...400 billion in assets under management...Asset
$80k - $95k
Overview Wealth Advisor Supported with... ...who partners with clients to identify their financial goals, analyze... ...Responsibilities and Duties Manages time and... ...needs and tax implications to... ...add products and services for clients and... ...by world-class asset management. But...AssetTaxWork experience placementWork at office- ...Senior Private Client Relationship Manager Location: On site Summary: The Private... ..., and managing their wealth. You will utilize our financial planning strategy to... ...and acquire new assets, both from new client... ...Banking or Financial Services Bachelor's Degree...SeniorAssetTemporary workWork experience placementLocal area
- Senior Wealth Manager/Financial Strategist - Family Office Join... ...collaborate with clients to tailor financial... ...not limited to, tax, public and... ...and structure of assets for estate planning... ...integrated services to our clients.... ...ensure they remain aligned with their goals...SeniorAssetTaxFull timeWork at office
- ...Senior Negotiator Birmingham... ...to serve our clients, one another... ...typical wealth management firm. Our intense... ...in-depth financial planning. We... ...vehicles, luxury assets, and other... ..., and service providers to... ...solutions that align with clients... ...liquidity needs, tax...SeniorAssetTaxLocal area
$171.6k - $392.1k
...AI Architect Senior Manager In the digital... ...competitive edge our clients need to... ...solutions and assets. You will collaborate... ...streamline service delivery. Wherever... ...models that align both business... ...your physical, financial, and emotional... ..., consulting, tax, strategy and...SeniorAssetTaxSummer holidayWorldwideFlexible hours$99k - $232k
...PwC, our people in data management focus on organising and... ...to deliver on client expectations. With your... ...refer to specific PwC tax and audit guidance), the... ...develop solutions that align with core business processes... ..., handling proprietary assets, or collaborating closely...SeniorAssetTaxFull timeH1b- ...are a professionally managed financial planning and wealth management firm in... ...be available to our clients when they need us, and... ...$500 million in assets and work with 350 wonderful... ...learning and align individual strengths... ...looking to hire a Client Service Associate to support...AssetWork at officeShift work
$155k - $410k
...PwC, our people in data management focus on organising and... ...the direction of client engagements, and mentoring... ...refer to specific PwC tax and audit guidance) the... ...data quality systems, and aligning MDM processes with core... ..., handling proprietary assets, or collaborating closely...SeniorAssetTaxFull timeTemporary workH1b$77k - $202k
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...Specialty/Competency: Managed Services Industry/Sector... ...cutting-edge software solutions... ...evolving needs of clients. These individuals... ...refer to specific PwC tax and audit guidance... ...CRM modules. As a Senior Associate you are... ...handling proprietary assets, or collaborating...SeniorAssetTaxFull timeH1b- ...to serve our clients, one another... ...typical wealth management firm. Our intense... ...in-depth financial planning. We... ...Advisors and Senior Estate Planning... ..., and aligned with client... ...life events, asset changes, and... ...knowledge of estate tax laws across... ...years of service. ~...AssetTaxLocal area
$124k - $280k
...in consulting services for a variety of... ...applications, helping clients optimise... ...utilising and managing Oracle suite of... ...to specific PwC tax and audit guidance... .... As a Senior Manager you shall... ...relationships and aligning technical solutions... ...proprietary assets, or...SeniorAssetTaxFull timeH1b$124k - $280k
...architectures for clients. They enable efficient... ...to specific PwC tax and audit guidance... .... As a Senior Manager you are expected to... ...execution across services such as virtual networking... ...reliable cloud solutions aligned to security,... ...handling proprietary assets, or collaborating...SeniorAssetTaxFull timeWork experience placementH1b$116.2k - $212.9k
...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! Handling tax in such a large, sophisticated...AssetTaxSummer holidayFlexible hours$124k - $280k
...developing cutting-edge software solutions... ...evolving needs of clients. These individuals... ...to specific PwC tax and audit guidance... ...The Role: As a Senior Manager in our Digital Integration... ...with AWS services including Lambda,... ...handling proprietary assets, or collaborating...SeniorAssetTaxFull timeH1bShift work$103.32k - $235.17k
...Tax Manager You've earned your stripes as a... ...world of cutting-edge tax technology. You... ...operating partnership tax clients on matters that... ...healthcare, tech, financial products, oil &... ...basis during periodic service periods during the... ...involve asset management, venture...AssetTaxWork at officeVisa sponsorship2 days per week3 days per week$142.6k - $261.5k
...Architect (CTA) Manager – Open... ...competitive edge our clients need to... ...will be the senior technical authority... ...regulated servicing use cases within Financial Services... ...solutions align with... ...implementation assets Integration... ...and Wealth Management... ...consulting, tax, strategy and...AssetTaxSummer holidayWorldwideFlexible hours- ...Enterprise Data Management Senior Analyst Job Category... ..., and edge cases; proactively... ..., preferably in financial services. ~ Strong understanding... ..., and drive alignment among diverse... ...to helping our clients, communities and... ...small business, wealth and trust management...SeniorFull timeWork at officeImmediate startMonday to Friday
$102.5k - $187.9k
...opportunity EY's Oracle Services practice is a... ...delivering, and managing large, complex... ...also provide our clients with experience... ...activities. As a Senior Technology... ...experience as an Oracle financials super user ~... ...Management, Taxes, Fixed Assets, Cash Management,...SeniorAssetTaxSummer holidayFlexible hours- A leading financial services firm in Birmingham is seeking a Client Associate to provide essential support to Advisors and the Wealth Client Service team. This role includes maintaining client relationships, preparing materials, and ensuring exceptional service. The ideal...Full timeWork at office
$37.75k
...Job Description: At Regions, the Wealth Management Middle Office Specialist provides back... ...consists of the following teams: Account Services (Cash Processing and the Closely Held... ...processing for firm-specific assets, client bill pay services, wire transfers and...AssetFull timeWork at officeFlexible hours- A financial services company is seeking a Sr. Wealth Strategist to manage client relationships and develop financial plans in Birmingham, AL. The role involves extensive collaboration to build strong client rapport and offers opportunities to consult on complex estates...SeniorWork at office
- First Horizon Bank is seeking a Private Client Relationship Manager in Birmingham, Alabama. This role... ...advising high-net-worth individuals on wealth management while providing... ...community network to uphold exceptional service standards. Benefits include medical and...Senior
$124k - $280k
...specialise in consulting services for a variety of... ...applications, helping clients optimise operational efficiency... ...refer to specific PwC tax and audit guidance),... ...client needs. As a Senior Manager you will set the... ...handling proprietary assets, or collaborating closely...SeniorAssetTaxFull timeH1b$124k - $280k
...specialise in consulting services for a variety of... ...applications, helping clients optimise operational efficiency... ...refer to specific PwC tax and audit guidance),... ...implementations. As a Senior Manager, you lead large... ...handling proprietary assets, or collaborating closely...SeniorAssetTaxFull timeH1b$151.5k - $346k
...better working world. Senior Manager - Business Process... ...path helping our clients transform their business... ...role in helping our financial services and banking clients reimagine... ...experience to align transformation initiatives... ..., consulting, tax, strategy and transactions...SeniorTaxFull timeSummer holidayFlexible hours$142.6k - $261.5k
...EY's Oracle Services practice is a... ...delivering and managing large, complex... ...also provide our clients with... ...status, ensuring alignment with performance... ...and technology senior and middle management... ...as an Oracle financials super user ~... ...Management, Taxes, Fixed Assets, Cash...AssetTaxSummer holidayRemote workFlexible hours
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