FY27 - Financial Services - Wealth and Asset Management - Tax Senior Analyst - EDGE client aligned

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.

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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.

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!

Your Key Responsibilities

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 and understand opportunity risk in relation to our scope of services

Develop, document, and gain cross-functional alignment on processes to support internal teams

Provide professional direction and day-to-day supervision to staff members, including review and evaluation of their work

Maintain internal network by providing technical assistance to others within EY in area of expertise

Demonstrate deep technical excellence in specific offerings and broaden technical skills across capabilities

Skills and Attributes for Success

To qualify for the role, you must have:

• Bachelor's degree in Accounting, Finance, Business Administration, Tax, Law, or Economics
• A minimum of 23 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 will 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

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.

• 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 $81,900 to $135,100. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $98,400 to $153,600. 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.

Are you ready to shape your future with confidence? Apply today. EY accepts applications for this position on an on-going basis.