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

EY • Hartford, DC

22d • $76,000 - $142,400 • Hybrid

About The Position

EY’s Financial Services Organization (FSO) Tax and EY EDGE practice provides dedicated tax technical services to U.S. and global clients. EDGE (Exceptional Delivery and Growth Engine) operates in a technical environment focused on process and service delivery. The Tax Senior Analyst supports clients in meeting business objectives by delivering high-quality tax work and advice, coordinating tax processes, and overseeing engagement work and team delivery.

The role leads complex tax and accounting compliance work, research, analysis, and projects, including implementation of new tax laws, analysis of accounting methods, and tax calculations. It involves identifying and addressing complex tax issues, recommending solutions, managing client relationships and engagement delivery, developing team members, and supporting client acquisition and internal technical collaboration. The position is based anywhere in the country and uses EY’s team-led, leader-enabled hybrid model; most external client-serving employees are expected to work together in person 60% of the time over an engagement, project, or year. Travel may be required as needed.

Requirements

• Bachelor’s degree in Accounting, Finance, Business Administration, Tax, Law, or Economics.
• Licensed attorney, CPA, EA, or certified member of the Institute for Professionals in Taxation.
• At least 5 years of experience in a professional services or tax services organization.
• Strong attention to detail.
• Good written and verbal communication skills.
• Proven conceptual and analytical ability.
• Proficiency with Microsoft Excel, Word, and PowerPoint.
• Experience with financial and tax applications such as GoSystems, OneSource TP, or Corp Tax, as required by area of specialization.
• Proficiency in various tax and accounting technologies.
• Comprehensive knowledge of accounting and finance principles, practices, and procedures to complete moderately complex assignments.
• Willingness to travel as needed and work in a balanced hybrid environment.
• Ability to solve complex problems, interpret business issues, and recommend solutions.
• Leadership ability, including advising and directing others and potentially coordinating daily work or reviewing teammates’ work.
• Ability to lead projects and work independently, receiving guidance only in the most complex situations.
• Specialized depth and/or breadth of expertise.
• Ability to manage client relationships and professional networks in support of client retention and new business development.
• Ability to manage client workflow and engagement economics while delivering accurate, timely services.

Nice To Haves

• Strong analytical skills and attention to detail.
• Ability to adapt work style when working with internal and client team members.

Responsibilities

• Identify problem areas and matters requiring attention or escalation to ensure tax returns, research, tax accounting, and projects are completed accurately and on time.
• Oversee tax processes, coordinate day-to-day team interactions, review engagement work product, and drive delivery of client services to deadlines.
• Manage the functional efforts of tax processes and develop internal team members.
• Lead tax projects, including implementation of new tax laws, analysis of tax methods of accounting, and tax calculations for compliance purposes.
• Identify complex tax-related issues and recommend solutions through research or position development.
• Lead preparation and review of complex tax and accounting regulatory and compliance work with limited supervision.
• Research and analyze accounting and tax issues, and maintain current knowledge of developments, EY technologies, and processes.
• Advise clients and help manage risks across tax compliance and advisory services.
• Prepare complex financial closings, tax compliance filings, and other business analyses.
• Compile and evaluate moderately complex data, computations, documentation, and tax and accounting technology outputs.
• Manage client relationships by ensuring data quality, evaluating team performance, resolving issues, and suggesting implementation plans.
• Manage engagements and teams to drive service quality and understand opportunity risk in relation to the scope of services.
• Participate in business pursuit calls and presentations to support acquisition of new clients.
• Develop, document, and gain cross-functional alignment on processes for clients and internal teams.
• Demonstrate technical excellence in specific offerings and broaden technical skills across capabilities.
• Provide technical assistance to others at EY and maintain an internal professional network.
• Provide leadership, feedback, coaching, and mentoring to develop team members’ technical and leadership capabilities.
• Serve as the day-to-day client contact for assigned engagements, appropriately escalating complex matters and managing response and resolution expectations.
• Manage client communications to gather required information, support informed decision-making, and obtain instructions or authorizations needed for accurate and timely tax information statements, tax returns, and related reporting.
• Build long-term client relationships, tailor services to client needs, and manage engagement deliverables and team resources to achieve timely, accurate, and economically effective tax compliance delivery.

Benefits

• Comprehensive compensation and benefits package, with compensation based on performance and value brought to the business.
• Medical coverage.
• Dental coverage.
• Pension plans.
• 401(k) plans.
• Paid time off options, including flexible vacation, designated paid holidays, winter and summer breaks, personal/family care time, and other leaves of absence.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior