FY27 - Financial Services - Wealth and Asset Management - Tax Senior Analyst - EDGE client aligned
About The Position
The Financial Services EY EDGE (Exceptional Delivery and Growth Engine) practice provides specialized tax technical services to U.S. and global clients, using deep process and service delivery expertise. The Financial Services Organization Wealth and Asset Management team provides tailored tax support for the asset management industry. As a Tax Senior Analyst, you will collaborate with experienced professionals on hedge fund, private equity, and mutual fund taxation, including structuring, tax planning, and advisory services. The position supports client relationships and delivery of tax compliance and consulting services, with responsibility for quality, process development, and day-to-day supervision of staff. The role uses EY’s team-led, leader-enabled hybrid model. Most client-serving employees are expected to work together in person 60% of the time over the course of an engagement, project, or year. The position is open to candidates anywhere in the country.
Requirements
- 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 and written communication skills.
Nice To Haves
- Familiarity with the financial services industry.
- Certified Public Accountant (CPA), Enrolled Agent (EA), or licensed attorney.
Responsibilities
- 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 tax and accounting technologies.
- Ensure service quality across identified aspects of delivery and understand opportunity risk in relation to the scope of services.
- Develop and document processes and gain cross-functional alignment to support internal teams.
- Provide professional direction and day-to-day supervision to staff members, including reviewing and evaluating their work.
- Maintain an internal network by providing technical assistance to others at EY in the area of expertise.
- Demonstrate deep technical excellence in specific offerings and broaden technical skills across capabilities.
Benefits
- Medical and dental coverage.
- Pension and 401(k) plans.
- A wide range of paid time off options, including designated EY Paid Holidays, winter and summer breaks, personal/family care, and other leaves of absence.
- Flexible vacation policy.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
