EY - FSO Tax GCR - Wealth & Asset Management - Senior

EY; Peru (IL); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

Competitive pension plan

Generous vacation and leave entitlement

Job summary

Ernst & Young Advisory Services Sdn Bhd is seeking a Senior Tax professional for its Wealth & Asset Management team. This role involves tax compliance and advisory work, focusing on strategies that align with clients' business objectives.

Ideal candidates will have a Bachelor's degree in accounting or finance, at least 18 months of relevant experience, and strong technical knowledge in asset management tax. The position offers a competitive compensation package and a chance to make a meaningful impact.

Qualifications

• Minimum of 18 months relevant tax experience.
• Experience in wealth & asset management industry preferred.
• Broad exposure to federal and state taxation.

Responsibilities

• Responsible for tax compliance and advisory for clients.
• Work with Managers through Partners on key client issues.
• Implement tax strategies aligning with client's business objectives.

Skills

Technical knowledge in asset management tax

Ability to analyze trading reports

Relationship building with clients

Creating a trusting team environment

Identifying tax technical issues

Managing multiple assignments

Education

Bachelor’s degree in accounting, finance, or business

CPA or equivalent certification

Advanced degree in tax or law

Job description

EY - FSO Tax GCR - Wealth & Asset Management - Senior

Other locations: Primary Location Only

Requisition ID: 1708346

At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all.

Tax Senior – Wealth & Asset Management (FSO)

Join our Financial Services Office (FSO) and you will work with multi-disciplinary teams from around the world to deliver a global market perspective. Aligned to key industry groups including asset management and private equity, banking and capital markets, and insurance, we provide integrated assurance, consulting, strategy & transactions, and tax services to our clients.

The opportunity

EY’s FSO tax practice provides comprehensive and specialized tax assistance tailored to the unique needs of the asset management industry.

Your key responsibilities

As a senior in our wealth & asset management tax practice, you will be responsible for tax compliance and advisory work for clients, working with Managers through Partners on key client issues in domestic federal, international, and state and local taxation with a focus on implementing tax strategies that align with the client's business objectives. You will be involved in tax compliance accounts for hedge funds, mutual funds and/or private equity funds.

Skills and attributes for success

• Solid technical knowledge, ideally in the asset management tax area
• Ability to analyse trading reports for tax character and book tax differences, such as wash sales, constructive sales, straddles, and other securities issues
• Build impactful relationships with new and existing clients and maintain relationships with firm leadership
• Create a positive and trusting environment where team members know each other and feel a part of their team
• Identify key tax technical issues and raise the appropriate questions before the work is sent for review to the partner or senior manager – and consult when necessary
• Managing multiple work assignments and deadlines

To qualify for the role, you must have

• A Bachelor’s degree in accounting, finance, or a business discipline, and/or an advanced degree in tax or law
• A minimum of eighteen (18) months of recent relevant tax experience
• A CPA (or equivalent internationally recognized accounting designation), Enrolled Agent and/or LLM certification preferred; non-certified and partially certified hires are required to become certified before being eligible for promotion to manager
• Although not required, the ideal candidate would have experience serving clients in the wealth & asset management industry, which may include mutual funds, hedge funds, private equity funds or other investment vehicles
• Broad exposure to federal income taxation and exposure to state and local tax

Ideally, you’ll also have

• Excellent teaming, leadership, organizational, and verbal/written communication skills
• Demonstrated skills in the asset management tax area
• A thorough understanding of building client relationships

What we look for

We’re interested in hard working team players who are comfortable partnering with others as well as working independently. You’ll also need to be a detail-oriented performer who can multi-task and meet deadlines, as well as bring creative solutions to the job every day.

What we offer

We offer a competitive compensation package where you’ll be rewarded based on your performance and recognized for the value you bring to our business. In addition, our Total Rewards package includes medical, dental and vision coverage, competitive pension plan, generous vacation and leave entitlement(s), and a range of programs and benefits designed to support your physical, financial and social well-being.

Continuous learning—you’ll develop the mindset and skills to navigate whatever comes next.

Success as defined by you—We’ll provide the tools and flexibility, so you can make a meaningful impact, your way.

Transformative leadership—We’ll give you the insights, coaching and confidence to be the leader the world needs.

Diverse and inclusive culture—you’ll be embraced for who you are and empowered to use your voice to help others find theirs.

EY, an equal opportunity employer, values the diversity of our workforce and the knowledge of our people.