Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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

$76k - $125.3k

Ernst & 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

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Financial Services-Wealth and Asset Management - Tax Senior-EDGE client aligned in San Antonio, TX vacancy
  • $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... 
    Senior
    Asset
    Tax
    Summer holiday
    Work at office
    Local area
    Flexible hours

    EY

    San Antonio, TX
    5 days ago
  • $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... 
    Asset
    Tax
    Summer holiday
    Work at office
    Local area
    Flexible hours

    EY

    San Antonio, TX
    8 days ago
  • $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... 
    Senior
    Asset
    Tax
    Summer holiday
    Flexible hours

    Ernst & Young Oman

    San Antonio, TX
    4 days ago
  • $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... 
    Senior
    Asset
    Tax
    Summer holiday
    Flexible hours

    EY

    San Antonio, TX
    7 days ago
  • $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... 
    Senior
    Asset
    Tax
    Full time
    H1b
    Local area
    Overseas

    PwC

    San Antonio, TX
    8 days ago
  • $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... 
    Senior
    Asset
    Tax
    Full time
    H1b

    PwC

    San Antonio, TX
    8 days ago
  • $91.1k - $150.2k

     ...Financial Services - International Corporate Tax Advisory - Tax Senior Location: San Francisco Other locations: Anywhere...  ...side by side with a range of clients from our most venerable institutions...  ...and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate... 
    Senior
    Asset
    Tax
    Work experience placement
    Summer holiday
    Flexible hours

    EY

    San Antonio, TX
    4 days ago
  • $60k

    A leading asset management firm in San Antonio is seeking a Wealth Specialist to guide clients through their financial journeys. The role involves building strong client relationships,...  ...and a strong background in financial services. The compensation includes a target base... 
    Asset

    Default Brand

    San Antonio, TX
    2 days ago
  • $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... 
    Senior
    Tax
    Summer holiday
    Flexible hours

    Ernst & Young Oman

    San Antonio, TX
    6 days ago
  • $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... 
    Asset
    Tax
    Summer holiday
    Work at office
    Remote work
    Flexible hours

    EY

    San Antonio, TX
    6 days ago
  •  ...CAPTRUST is seeking a Wealth Client Management Consultant who will work with one to several financial advisors to service and retain wealth client relationships...  ...as processing money and asset movements, and trade flow...  ..., or local laws. #mid-senior This position... 
    Asset
    Temporary work
    Work experience placement
    Work at office
    Local area
    Flexible hours

    CAPTRUST

    San Antonio, TX
    5 days ago
  • $171.6k - $392.1k

     ...ServiceNow Consulting Senior Manager you will play...  ...competitive edge our clients need to...  ...programs that align with our organizational...  ...’ IT/OM Asset Management...  ...demonstrating how EY's services can solve a...  ...physical, financial, and emotional...  ..., consulting, tax, strategy and... 
    Senior
    Asset
    Tax
    Full time
    Summer holiday
    Worldwide
    Flexible hours

    EY

    San Antonio, TX
    2 days ago
  •  ...application process. Senior Accountant...  ...and Program Management firm. Our...  ..., our clients, and the communities...  ..., financial statement analysis...  ...Sales Tax calculation,...  ...accruals, fixed assets gains and...  ...accuracy and alignment Maintain organized...  ...service industry. Good... 
    Senior
    Asset
    Tax
    Full time
    Interim role
    Work at office

    Raba-Kistner Consultants, Inc.

    San Antonio, TX
    4 days ago
  • Mariner is looking for a Senior Wealth Advisor in San Antonio, Texas. This role requires leading a wealth management team to create tailored financial strategies for clients. Candidates should possess a bachelor's degree and at least 10 years of relevant experience, including... 
    Senior

    Mariner

    San Antonio, TX
    1 day ago
  •  ...Private Wealth Advisor San Antonio...  ...Interest: Wealth Management Pay...  ...07/01/2026 BOK Financial Corporation Group...  ...understanding clients' needs and crafting...  ...portfolio and asset allocation to achieve...  ...and personalized service, focusing on...  ...financial planning aligned with their... 
    Asset
    Work experience placement
    Work at office
    Local area

    BOK Financial

    San Antonio, TX
    1 day ago
  • $90k - $143k

     ...Tax Senior Associate or Supervisor - Private Client Services Weaver is a full-service national accounting, advisory, and consulting firm with...  ...Services team at Weaver helps clients manage and preserve their personal wealth. Our scope of services includes, but is not... 
    Senior
    Tax
    Work at office
    Flexible hours

    Weaver

    San Antonio, TX
    4 days ago
  • $102.5k - $187.9k

     ...world. ServiceNow Senior Consultant - IT...  ...Technology (OT) Asset Management In the digital economy...  ...the competitive edge our clients need to overcome...  ...components and services that interact...  ...support your physical, financial, and emotional...  ...assurance, consulting, tax, strategy and... 
    Senior
    Asset
    Tax
    Summer holiday
    Worldwide
    Flexible hours

    Ernst & Young Oman

    San Antonio, TX
    3 days ago
  • Position: Senior Tax Officer II | Division: Wealth Mgmt Operations|...  ...banking, wealth management, business banking...  ...and advisory services within the Wealth...  ...and alignment on reporting requirements...  ...support to clients, Wealth Advisors...  ...actions, and multi-asset class tax... 
    Senior
    Asset
    Tax
    Work at office
    Monday to Friday

    Broadway Bank

    San Antonio, TX
    3 days ago
  • $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... 
    Senior
    Asset
    Tax
    Summer holiday
    Worldwide
    Flexible hours

    EY

    San Antonio, TX
    8 days ago
  •  ...enthusiasm for helping our clients, taking care of our...  ...customer service while maintaining a strong...  ...platform along with cutting edge digital technology, you...  ...solutions to meet their financial needs. As a Private...  ...Associate in J.P. Morgan Wealth Management, you will provide... 

    JPMorganChase

    San Antonio, TX
    1 day ago
  •  ...San Antonio, Texas, seeks a Wealth Specialist to serve as a trusted advisor to clients navigating investment options...  ...tailor investment solutions aligned with their financial goals. The ideal candidate...  ...licenses and 3+ years in financial services, demonstrating excellent... 

    Victory Capitel

    San Antonio, TX
    1 day ago
  •  ...enthusiasm for helping our clients, taking care of our...  ...customer service while maintaining a strong...  ...platform along with cutting edge digital technology, you...  ...solutions to meet their financial needs. As a Private...  ...Client Advisor in Chase Wealth Management, you will offer... 

    JPMorgan Chase & Co.

    San Antonio, TX
    5 days ago
  •  ...Job Description The senior wealth advisor position at Mariner will lead a wealth management team to create comprehensive...  ...include a coordinated financial strategy that aligns with each client's goals and values. The...  ...with fee-based consulting, tax, mutual funds, money... 
    Senior
    Tax

    Mariner

    San Antonio, TX
    7 days ago
  • $65k - $80k

     ...Technologically proficient financial planning...  ..., advanced tax law and...  ...-net-worth clients. This role blends client service with paraplanning...  ..., managing clients’ living...  ...strategies that align business and...  ...financial services, wealth management or...  ...(income, assets, liabilities,... 
    Asset
    Tax
    Work at office

    EmploYou, LLC

    San Antonio, TX
    29 days ago
  • Job Description The senior wealth advisor position at Mariner will lead a wealth management team to create comprehensive...  ...that include a coordinated financial strategy that aligns with each client’s goals and values. The...  ...fee-based consulting, tax, mutual funds, money manager... 
    Senior
    Tax

    Mariner

    San Antonio, TX
    5 days ago
  •  ...Senior Trust Officer Austin, TX...  ...Available BOK Financial, Headquartered...  ...based financial services holding...  ...investment and client experience enthusiast...  ...our Private Wealth team as a Trust...  ...Portfolio Managers, Specialty Asset Managers, and...  ...as the legal, tax and specialized... 
    Senior
    Asset
    Tax
    Local area

    BOK Financial

    San Antonio, TX
    4 days ago
  •  ...Senior Portfolio Manager With Frost Wealth Management It's about building something...  ...experience and service? If so, the Senior...  ...independently managing assets within the...  ...of strategies for clients within an assigned...  ...management or other financial services organization... 
    Senior
    Asset

    Frost Bank

    San Antonio, TX
    1 day ago
  •  ...Available BOK Financial, Headquartered in...  ....-based financial services holding company...  ...high-net-worth clients grow, preserve, and protect their wealth is what you'll do...  ...Brokerage, Investment management, Trust, and...  ...~$53.8 billion in assets* ~$123.6 billion... 
    Senior
    Asset
    Local area

    BOK Financial

    San Antonio, TX
    3 days ago
  •  ...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

    JPMorgan Chase & Co.

    San Antonio, TX
    more than 2 months ago
  •  ...years of experience in Private Banking or Financial Services, with a strong emphasis on managing client relationships and generating new business....  ...Responsibilities include advising clients on wealth management and conducting asset allocation strategies. A Bachelor's degree... 
    Asset

    Aumni

    San Antonio, TX
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Services-Wealth and Asset Management - Tax Senior-EDGE client aligned. Be the first to apply!