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

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

EYNew York, NY, US
30+ days ago
Job type
  • Full-time
Job description

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

Location : New York, Anywhere in Country

Salary : Competitive

At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go.

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. 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. The opportunity is to work alongside our practice office professionals who are knowledgeable and experienced with the varied and specialized facets of hedge fund, private equity fund, and mutual fund taxation.

Your key 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
  • 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 include :

  • 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
  • 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 :

    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. Join us in our team-led and leader-enabled hybrid model. Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances.

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

    EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.

    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 provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity / expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis.

    EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities.

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