Senior Tax Analyst - Financial Services (Hybrid)

EY; Toledo (OH); Hybrid; USD 82,000 - 135,000; Full time

Benefits offered by this job

Medical and dental coverage

Pension and 401(k)

Paid time off

Job summary

EY is seeking a Senior Analyst in the Financial Services Organization – EDGE Wealth and Asset Management tax team. You will collaborate on hedge funds, private equity, and mutual fund taxation, including structuring, planning, and advisory services.

The role emphasizes strong client service in a hybrid model with opportunities for professional growth. Requirements include a bachelor’s degree in a related field and 2–3 years of tax experience within financial services, plus deep knowledge of

Qualifications

• Bachelor’s degree in Accounting, Finance, Business Administration, Tax, Law, or Economics.
• A minimum of 2–3 years of tax experience in financial services.
• Broad exposure to federal income taxation and state/local tax.
• Strong teamwork, leadership, organizational, and communication skills.

Responsibilities

• Support new and existing client relationships.
• Provide compliance and consulting delivery services to meet deadlines.
• Prepare or review complex tax filings and related processes.
• Compile and evaluate moderately complex data and tax technology.
• Ensure service quality across delivery aspects and assess risk.
• Develop, document, and align internal processes.
• Provide guidance to staff and evaluate their work.
• Share technical expertise across EY areas.

Skills

Communication

Leadership

Teamwork

Verbal Communication

Education

Bachelor’s degree in Accounting, Finance, Business Administration, Tax, Law, or Economics

Job description

EY is seeking a Senior Analyst in the Financial Services Organization – EDGE Wealth and Asset Management tax team. You will collaborate on hedge funds, private equity, and mutual fund taxation, including structuring, planning, and advisory services.

The role emphasizes strong client service in a hybrid model with opportunities for professional growth. Requirements include a bachelor’s degree in a related field and 2–3 years of tax experience within financial services, plus deep knowledge of