Senior Advisor - Financial Services Operational Tax Advisory

Ernst & Young; City of Westminster; On-site; GBP 50,000 - 80,000; Full time

Job summary

A leading professional services firm in London is seeking a skilled tax advisor. The role involves providing high-quality tax advice, building client relationships, and managing projects effectively. Ideal candidates will hold an ACA/CA/Law qualification and have operational tax experience, preferably from a Big 4 environment. This position offers a competitive remuneration package and flexible working arrangements.

Benefits

Competitive remuneration package

Flexible working arrangements

Career development support

Qualifications

• Professional operational tax experience with strong tax technical skills.
• Strong client relationship management skills.
• Experience working at a Big 4 firm or in a similar setting is desirable.

Responsibilities

• Support the delivery of high-quality tax advice to clients.
• Build and maintain relationships internally and externally.
• Manage the successful delivery of projects.
• Support the pursuit and development of new opportunities.
• Contribute to projects such as FATCA/CRS compliance.

Skills

Client relationship management

Tax technical skills

Operational tax experience

Education

ACA / CA / Law qualification or equivalent

Job description

Overview

EY's Financial Services (FS) Operational Tax Advisory (OTA) team provides customer and operational tax advice to clients in the financial services industry. Our London-based team works closely with the global FS practice. The team focuses on customer and operational taxes and works with a range of clients from FinTech start-ups to mid-sized and global financial services businesses across banking, wealth, asset management and insurance sectors.

You would be exposed to a large variety of clients and work with some of the biggest names in the industry. The role covers a wide range of tasks and opportunities and can include:

• writing technical tax opinions (e.g. tax transparency of fund vehicles / tax treaty entitlement / FATCA and CRS legal entity classification)
• delivering managed services (e.g. running a process or function such as information reporting for a client)
• supporting large impact assessment and change projects in the operational tax space
• supporting the development of tax technology assets in the withholding and information reporting space
• running multi-country studies on tax issues (e.g. reporting, withholding, capital gains, treaty access)

The nature of our work means that developing relationships within the team and across the global network is essential to successfully delivering to our clients. The core team in London is close-knit, dynamic and enthusiastic with a real sense of shared purpose and community. The successful candidate would have the opportunity to be involved in some of the most important issues currently facing the financial services industry, with high-profile experience to be gained and the opportunity to become a broader strategic and commercially minded tax advisor.

Responsibilities

• Support the delivery of high-quality tax advice to our clients.
• Build and maintain relationships both internally and externally.
• Manage the successful delivery of projects, ensuring technical excellence and a practical and business-driven approach.
• Support the pursuit and development of new opportunities in respect of both existing and prospective clients.
• Work with colleagues to contribute to the growth of the team.
• Proactively maintain a strong technical knowledge to better advise clients.
• Contribute to projects such as FATCA/CRS compliance and reporting obligations, QI regime applications (including QI health checks and periodic reviews), and review of global withholding tax and operational tax obligations.

Qualifications

• ACA / CA / Law qualification or equivalent.
• Professional operational tax experience with strong tax technical skills.
• Strong client relationship management skills with ability to develop quality outputs to clients.
• Experience working at a Big 4 firm or in a similar setting is desirable.

Benefits and Working Arrangements

EY is committed to being an inclusive employer and we consider flexible working arrangements. We strive to achieve the right balance for our people, enabling us to deliver excellent client service whilst allowing you to build your career without sacrificing personal priorities. While client-facing professionals may travel regularly or be based at client sites, flexible working arrangements can help achieve a lifestyle balance.

We offer a competitive remuneration package. Our Total Rewards package includes support for flexible working and career development, and with FlexEY you can select benefits that suit your needs (holidays, health and well-being, insurance, savings and a wide range of discounts and promotions). In addition, we offer:

• Support and coaching from engaged colleagues
• Opportunities to develop new skills and progress your career
• The freedom and flexibility to handle your role in a way that’s right for you

Diversity and Inclusion

Please note: Prior to finalising your application, you may be asked to provide personal information across dimensions of diversity and inclusiveness. The information is kept confidential and is used to analyse the recruitment process and promote diversity and inclusiveness. Providing this information is optional, but encouraged in support of EY’s commitment to building a better working world. Read more about our commitment to diversity & inclusiveness here.