Tax Senior- Financial Services - Wealth and Asset Management Client Delivery Services - EDGE

This position could be located in NY (primary) NJ CT MA RI VA PA NC FL GA TX IL WA CA.

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 and Insurance. 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!

Our Financial Services EY EDGE practice is made up of a team of professionals providing dedicated tax technical services to both US and global clients. EDGE stands for Exceptional Delivery and Growth Engine because this team operates in a technical environment with deep process and service delivery experience that distinguishes EY in the marketplace.

The opportunity

EYs FSO EDGE Wealth and Asset Management (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 oncall 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 daytoday 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 clientcentric 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

• Bachelors 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 youll also have

• Familiarity with the financial services industry
• Certified Public Accountant (CPA) Enrolled Agent (EA) or licensed attorney

What we look for

Were interested in tax professionals with a genuine interest in providing outstanding services to some of the worlds most influential people. Working with people from all backgrounds from executives and entrepreneurs to investors and families youll use your experience and status as a trusted advisor to maintain and further our reputation for excellence.

• Continuous learning: Youll develop the mindset and skills to navigate whatever comes next.
• Success as defined by you: Well provide the tools and flexibility so you can make a meaningful impact your way.
• Transformative leadership: Well give you the insights coaching and confidence to be the leader the world needs.
• Diverse and inclusive culture: Youll be embraced for who you are and empowered to use your voice to help others find theirs.