Financial Services - Information Reporting and Withholding - Tax Senior
About The Position
EY’s Financial Services Organization (FSO) serves clients across banking and capital markets, wealth and asset management, insurance, and real estate, hospitality, and construction. The Business Tax Advisory practice focuses on US Tax Information Reporting & Withholding (IRW), supporting clients with mission-critical operational tax and customer reporting issues throughout the project lifecycle. The IRW team works across financial services, banking, insurance, and multinational sectors, with engagements primarily involving non-resident alien withholding and reporting under IRC Sections 1441 to 1446, domestic withholding and reporting, cost basis reporting, and other global compliance and reporting initiatives. As a Senior in Global Information and Withholding (GIRW), you will support financial institutions and clients with complex regulatory requirements. The work includes gathering and verifying customer documents under FATCA and CRS, updating client records, and providing indirect tax reporting services such as withholding tax, GST, and VAT. You will help clients comply with local and global regulations, including entity classification, registration, due diligence, and advice on economic substance laws. The team uses advanced technology to deliver tax reporting services. You will perform technical IRW work, interpret the IRS Code and Treasury Regulations, draft technical guidance, and conduct tax technical analysis supporting client positions and regulatory interpretations. You will contribute to processes, solutions, and projects; define and execute deliverables; track project status; and maintain engagement economics. The role is billable to external clients and may involve regular travel, client working sessions, workstream membership or leadership, coordination of junior colleagues, project management, resource planning, and support for RFP responses. You will work with limited supervision on day-to-day assignments and receive more direct supervision on new or non-recurring assignments. EY describes the position as part of a team-led, leader-enabled hybrid model, with most external client-serving employees expected to work in person 60% of the time over an engagement, project, or year.
Requirements
- Bachelor’s degree (four-year degree) required.
- Typically, at least 2–4 years of relevant tax, consulting, or tax operational experience.
- Must be a licensed attorney or CPA.
- Ability to read and interpret IRS Code, regulations, and instructions.
- Strong writing skills for policy and procedure writing.
- Ability to interface with all facets of the business.
- Ability to multitask and manage projects.
- Strong analytical, critical-thinking, decision-making, relationship-management, and communication skills.
- Ability to work with limited supervision on day-to-day assignments.
Nice To Haves
- Active participation in industry groups such as SIFMA, ABA, or IIB.
- Ability to understand and implement tax rules.
- Demonstrated interest in tax information reporting and withholding work in Chapter 3, Chapter 4, and Chapter 61, or experience working with these matters.
- Experience in a client-facing, billable role within a professional services environment.
- Familiarity with local and global regulatory compliance frameworks.
- Demonstrated ability to work independently with limited supervision.
- Experience supporting resource planning and budget tracking.
Responsibilities
- Interpret IRS Code and Treasury Regulations related to information reporting and withholding.
- Draft technical guidance supporting information reporting and withholding requirements.
- Conduct detailed tax technical analysis to support client positions and regulatory interpretations specific to IRW matters.
- Gather and verify customer documents in accordance with FATCA and CRS, and update client records.
- Provide indirect tax reporting services, including withholding tax, GST, and VAT.
- Support compliance with local and global regulations, including entity classification, registration, due diligence, and advice on economic substance laws.
- Contribute to the execution of client processes, solutions, and projects, applying judgment and appropriate methodologies to inform recommendations.
- Define and execute deliverables, track deliverable completion and project status, and maintain engagement economics reports.
- Participate in client working sessions and serve as a workstream member or team lead as needed.
- Help coordinate the work of junior colleagues or team members and provide general guidance to less experienced colleagues.
- Support project management, resource planning, budget tracking, and RFP responses.
- Build client relationships and support additional service opportunities.
- Meet performance objectives and metrics covering client service, quality and risk management, sales and business growth, solution development, and teaming.
Benefits
- Medical coverage
- Dental coverage
- Pension plans
- 401(k) plans
- Paid time off options
- Flexible vacation policy
- EY Paid Holidays
- Winter and Summer breaks
- Personal and Family Care time off
- Other leaves of absence to support physical, financial, and emotional well-being
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What This Job Offers
Job Type
Full-time
Career Level
Senior
