Financial Services - Tax - Financial Instruments Tax Solutions - Experienced Staff
About The Position
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! As a professional within EY’s Financial Instruments Tax Solutions (FITS) practice, you will play a key role in supporting a diverse portfolio of financial services clients, including asset managers, private equity firms, and insurance companies. The FITS Tax practice provides a dynamic environment where you can further enhance your technical and consulting skills while helping leading financial institutions navigate the increasingly complex tax and regulatory landscape. In this role, you will work alongside experienced professionals to address the tax compliance and reporting challenges faced by world-class tax functions, delivering innovative solutions that drive value and support our clients’ strategic objectives.
Requirements
- A bachelor’s degree in accounting, finance or related field
- A minimum of 1 year of relevant work experience
- A basic understanding of fixed income securities including corporate debt, bonds, ABS/MBS securities
- Strong Microsoft Excel skills
- Excellent written and verbal communication skills
- Strong attention to detail, problem-solving skills, analytical abilities
Nice To Haves
- Exposure to the financial services industry, accounting/finance/tax, tax or finance performance improvement, tax software development and/or implementation
- CPA, JD, LLM, MBA, Enrolled Agent or ability to achieve one of the certifications
- Tax compliance and consulting experience serving financial services clients
- Project management and critical thinking skills
- Basic understanding of AI use case and embrace the use if AI to drive efficiencies and streamline results
Responsibilities
- Collaborate with a team of consultants and senior professionals on finance transformation engagements, helping clients enhance their tax and operational processes.
- Support the implementation, maintenance, and execution of proprietary debt tax technology solutions to deliver high-quality outcomes for clients.
- Drive improvements in tax function performance by working effectively within teams, motivating colleagues, and building meaningful, long-lasting relationships with clients and stakeholders.
- Serve as a trusted technical resource on complex tax matters related to fixed-income securities and other financial instruments.
- Contribute to the ongoing development, enhancement, and maintenance of EY’s proprietary debt tax technology platforms and tools.
- Participate in client engagements that may require travel, depending on project requirements, client needs and geographic location.
Benefits
- medical and dental coverage
- pension and 401(k) plans
- a wide range of paid time off options
- flexible vacation policy
- designated EY Paid Holidays
- Winter/Summer breaks
- Personal/Family Care
- other leaves of absence
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
