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
$76k - $125.3k
...in country. EY’s Financial Services EY EDGE Wealth and Asset Management (WAM) practice provides... ...and specialized tax assistance... ...responsibilities A senior analyst in FSO EDGE... ...consulting work for clients. The objective is... ...cross functional alignment on processes to support...SeniorAssetTaxSummer holidayWork at officeLocal areaFlexible hours$76k - $125.3k
...serving the global financial services marketplace... ...a range of clients from our most... ...Markets, Wealth and Asset Management and Insurance... ...Services EY EDGE practice is made... ...providing dedicated tax technical... ...A senior analyst in FSO... ...cross functional alignment on processes...SeniorAssetTaxSummer holidayWork at officeLocal areaFlexible hours$103.6k - $189.7k
...serving the global financial services marketplace and... ...with a range of clients from our most... ...Capital Markets, Wealth and Asset Management and Insurance. Our... ...Services EY EDGE practice is made... ...providing dedicated tax technical... ...relationship matters to senior management and...AssetTaxSummer holidayWork at officeLocal areaFlexible hours$133.3k - $304.5k
...working world. Tax – Financial Services Organization... ...Other Tax – Senior Technical... ...Owner – Senior Manager Will you... ...a range of clients from our most... ...Capital Markets, Wealth and Asset Management,... ...Services EY EDGE practice is made... ...and roadmap aligned with the...SeniorAssetTaxSummer holidayFlexible hours- ...Rockefeller Capital Management Rockefeller... ...independent financial advisory services firm. Originally... ...204 billion in client assets as of January 3... ...professionals – including wealth planners, tax advisors,... .... Position The Senior Wealth Planner... ...advice is aligned with clients’ long...SeniorAssetTaxWork at officeLocal area
$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$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$114k - $165.3k
...transforming financial lives starts... ...meet with clients in person, if... ...needed. The Senior Private Wealth Advisor,... ...growing net assets over time by... ...not a people management position, this... ...experience servicing needs related... ...strategies that align with clients... ..., tax-advantaged savings...SeniorAssetTax16 hoursTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaRemote workWork from homeFlexible 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$76k - $125.3k
...technically demanding tax planning and... ...wide range of clients and colleagues... ...focusing on service delivery for... ...local tax and asset management to deliver... ...significant tax or financial planning... ...of estate and wealth planning Experience... ...to challenge senior colleagues and...SeniorAssetTaxWork experience placementSummer holidayLocal areaFlexible hours- ...award-winning financial institution... ...financial services and... ...sophisticated clients using leading... ...disciplinary wealth planning.... ...full wealth management capabilities... ..., and tax efficiency... ...solutions aligned with client... ...practice, asset location and... ...encouraged, senior leaders are...SeniorAssetTaxFlexible hours
- ...Senior Financial Representative Where... ...From cutting-edge resources and... ...helping clients pursue their... ...Representative of the Wealth Advisors... ...Customer Service: Advisors are... ...education, tax, estate, insurance... ...goals in asset investment,... ...management skills Prior...SeniorAssetTaxWork experience placementWork at officeImmediate startWork from home
$125k - $165k
Willis Johnson Wealth in Houston is seeking a passionate Tax Manager with a CPA license and 5-7 years of public accounting... .... The role emphasizes strong client relationships and tax planning for... ...clientele, including international asset reporting. You will lead tax...AssetTax- ...US TAX MANAGER – WAM – CAYMAN ISLANDS – 0% TAX – HR... ...this opportunity Our client’s financial services tax practice provides... ...tax support for the asset management industry,... ...As a Manager in the wealth & asset management... ...implementing tax strategies aligned with client business...AssetTaxLocal area
$115k
...subsidiary of Cetera Financial, we strive for... ...to add a Senior Wealth Manager position to our... ...success and providing clients with... ...consisting of a client service, Tax, Legacy Wealth Strategies... ...current and aligned with their goals... ...$2 billion in assets under management...SeniorAssetTaxFull timeFlexible hours- ...simplify their financial lives by integrating... ..., investment management, business management, tax, estate,... ...to act in our clients' best interests... ...$70 billion in assets. The Barron's top... ...size, growth, service quality, technology... ...Summary: The Senior Wealth Advisor focuses...SeniorAssetTaxTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours
- Wealth Management Professional Are you a quick... ...a passion for client service, the desire to... ...to reach their financial goals. Our... ..., and leading-edge technology, data... ...which may include tax and estate... ...clients Oversee asset movements,... ...Job Category Senior Analyst Posting...SeniorAssetTaxLocal area
- ## Financial Wealth Advisor - Houston TXApplylocations... ...tomorrow. We align to a set of... ...to work.Wealth Management Financial AdvisorThe... ...balanced and at-risk client accounts. Asset Conservation is... ...products and services, along with a... ...matches donations to tax-exempt...AssetTaxFull timeWork at officeLocal areaImmediate startWork from homeRelocation
$77k - $214k
...Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Senior Associate Job Description & Summary A career in our Financial Services Tax practice, within Corporate... ...to help our clients meet their tax obligations...SeniorAssetTaxH1bLocal areaOverseas$124k - $335k
...Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Senior Manager Job Description & Summary A career in our Financial Services Tax practice, within Corporate... ...opportunity to help our clients meet their tax obligations...SeniorAssetTaxH1bLocal areaOverseas- ...investors, private wealth clients and financial intermediaries.... ...Value Equity, Multi-Asset, Energy & Real... ...Absolute Return and Managed Investment... ...personalized, high-touch service with discretion,... ...other advisors (tax, estate, etc.),... ...deliverables, in alignment with the family's...AssetTaxWork at officeImmediate startVisa sponsorship
$150k - $250k
...Wealth Advisor Join Aprio's Wealth Management team and you will help clients maximize their opportunities. Aprio Advisory... ...intersection of Tax Planning, Financial Planning, and... ...balance sheet, including asset allocation,... ...markets, products, and services. ~ Ability to juggle...AssetTaxFull timeWork at officeLocal areaRemote workFlexible hours$75k - $105k
...Reporting to the Client Operations Manager, the Senior Client... ...owning key client service workflows, supporting... ...Willis Johnson Wealth? Willis... ...their personal financial lives from compensation... ...strategy to tax mitigation, from... ...financial planning and asset management....SeniorAssetTaxInternship$91.1k - $150.2k
...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... ...FSO team! The International Tax and Transaction Services practice...SeniorAssetTaxWork experience placementSummer holidayFlexible hours$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$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- ...Senior Vice President, Client Service Manager - CLO/Structured Debt At BNY, our culture allows us... ...success. As a leading global financial services company at the... ...of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies...SeniorAssetWork experience placementWorldwideFlexible hours
- ...Senior Vice President, Client Processing Manager - Loans Enablement At BNY, our culture allows us... ...success. As a leading global financial services company at the heart of... ...of the world’s investible assets. Every day, our teams harness cutting‑edge AI and breakthrough...SeniorAssetWork experience placementWork at officeLocal areaWorldwideFlexible hours
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