Tax Senior - Financial Services - Wealth and Asset Management

This position could be located anywhere in the country (primary: NY).

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!

EY is the only professional services firm with a separate business unit (FSO) that is dedicated to the financial services marketplace. Our FSO teams have been at the forefront of every event that has reshaped and redefined the financial services industry.

If you have a passion for rallying together to solve the most complex challenges in the financial services industry come join our dynamic FSO team!

The opportunity

EYs FSO tax practice provides comprehensive and specialized tax assistance tailored to the unique needs of the asset management industry. You would join our tax 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

As a senior in our Wealth & Asset Management practice you will be responsible for tax compliance and advisory work for clients. You would work with Managers through Partners on key client issues in domestic federal international and state and local taxation with a focus on implementing tax strategies that align with the clients business objectives. You will be involved in tax compliance accounts for hedge funds mutual funds and/or private equity funds.

Skills and attributes for success

Solid technical knowledge in the asset management tax area

Ability to analyze trading reports for tax character and book tax differences such as wash sales constructive sales straddles and other securities issues.

Build impactful relationships with new and existing clients and maintain relationship with firm leadership

Create a positive and trusting environment where team members know each other and feel a part of their team

Able to identify key tax technical issues and raise the appropriate questions before the work is sent for review to the partner or senior manager and consult when necessary

Managing multiple work assignments and deadlines

To qualify for the role you must have

A Bachelors degree and a minimum of 3 years of related work experience; or an advanced degree in tax or law and a minimum of 2 years of related work experience

CPA license or a licensed Attorney is required or the ability to achieve one of these certifications

A minimum of 2 years of relevant tax experience or equivalent experience in the financial services industry

Familiarity with the financial services industry gained through direct involvement with managed investment vehicles

Broad exposure to federal income taxation and exposure to state and local tax

Ideally youll also have

Excellent teaming leadership organizational and verbal/written communication skills

Demonstrated skills in the asset management tax area

A thorough understanding of building client relationships

What we look for

Hard working team player who is comfortable partnering with others as well as working independently. Detailed oriented performer who can multitask and meet deadlines. Open mindedness and creative solutions to the job every day.

• 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.