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Financial Services - Customer Tax Operations and Reporting - Tax Services Senior Analyst-EDGE

Financial Services - Customer Tax Operations and Reporting - Tax Services Senior Analyst-EDGE

San Francisco StaffingSan Francisco, CA, US
2 days ago
Job type
  • Full-time
Job description

US - Tax - BTS - FSO CTORS Information Reporting And Withholding Edge Senior Analyst

Location : Anywhere in country. 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. Join EY and help to build a better working world.

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 : When you join EY EDGE, you'll be at the heart of EY's critical mission to build a better working world by applying your knowledge, skills, and experience in assisting clients in meeting their business objectives. You will learn, grow, and contribute building new relationships and discovering the satisfaction that comes with producing high-quality, valued work and advice.

Your key responsibilities : Work independently, recognize and identify problem areas and items that need to be addressed or escalated to ensure tax returns, tax research, tax accounting and tax projects are timely, efficiently, and accurately completed. Tax Projects including but not limited to implementation of new tax laws, moderately complex analysis of tax methods of accounting as well as tax processes or calculations for compliance purposes. Responsible for identifying moderately complex tax related issues and providing recommended solutions via research and / or position development, and documentation. Lead the preparation and review of moderately complex tax / accounting regulatory and tax compliance with limited supervision. Perform and document research and analysis on related accounting and tax issues. Guide team members and be a role model on moderately complex tax projects. Keep knowledge up to date of new tax and accounting developments as well as of EY standard technologies and processes related to job function. Responsibilities include :

  • 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 effective oversight, feedback, and coaching to junior team members
  • Mentor / coach team members to develop technical and leadership capabilities

Skills and attributes for success :

  • Possesses and applies a comprehensive knowledge of accounting and finance principles, practices, and procedures to complete moderately complex assignments
  • Proficient using Microsoft products such as Excel, Word, and Power Point
  • Experience with financial and tax applications, such as Gosystems, Onesource TP, Corp Tax, as required by area of specialism
  • Strong attention to detail
  • Good communication skills (both written & verbal)
  • Proven conceptual and analytical ability
  • To qualify for the role you must have :

  • Bachelor's degree in Accounting, Finance, Business Administration, Tax, Law, or Economics
  • 4 6 years of increasingly diverse or moderately complex experience in related field
  • Ability to prioritize, handle and track multiple assignments
  • Strong analytical and problem-solving skills
  • Ability to work independently
  • Some supervision skills will be required
  • Strong oral and written communication as well as presentation skills
  • Experience with financial and tax applications such as GoSystems, CorpTax, Onesource, as required by area of specialism
  • Proficient using Microsoft products such as Excel, Word, and Power Point
  • Proficiency in tax accounting systems
  • Willingness to travel as needed, and working in a balanced hybrid environment
  • Ideally, you'll also have :

  • CPA, EA, licensed attorney, Project Management Professional, or Six Sigma Black Belt
  • 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. Learn more.

    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 $75,200 to $124,100. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $90,200 to $141,000. 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.

    Are you ready to shape your future with confidence? Apply today. EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.

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