Financial Services-Wealth and Asset Management - Tax Senior-EDGE client aligned
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 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 EY's FSO EDGE Wealth and Asset Management (WAM) practice provides comprehensive and specialized tax assistance tailored to the unique needs of the asset management industry. You will work alongside our practice office professionals who are knowledgeable and experienced with varied and specialized facets of hedge fund, private equity fund and mutual fund taxation, including fund and organizational structuring, tax minimization planning, on-call advice, and tax compliance.
Requirements
- Experience identifying tax related issues and developing recommended solutions via research and/or position development
- Experience interacting with clients on a regular basis in the delivery of services
- Experience managing team members delivering tax consulting and compliance projects for clients
- Demonstrate a significant degree of independent judgment to identify potential issues and opportunities for tax planning and provide appropriate recommendations
- Ability to break down tax projects into manageable components, analyze relevant information, and formulate client-centric solutions that comply with relevant laws and regulations
- Ability to manage multiple work assignments and deadlines simultaneously
- Demonstrate a high level of professional ethics and integrity while managing sensitive or confidential client information
- 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/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 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 professional direction and day-to-day supervision to staff members
- Review and evaluate the work of staff members to ensure accuracy, completeness, and compliance with relevant tax laws and regulations
- Provide effective leadership, formal and informal feedback, and coaching to staff
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
Mid Level
