Senior Tax Analyst — Financial Services Specialist

EY; Charlotte (NC); On-site; USD 82,000 - 135,000; Full time

Benefits offered by this job

Medical and dental coverage

Pension and 401(k) plans

Paid time off

Flexible vacation policy

Job summary

EY is a global professional services firm offering tax, advisory, and assurance services with a strong focus on the Financial Services Organization. The role emphasizes delivering high-quality tax work, collaborating with clients and teams, and mentoring junior staff across various U.S.

offices. Candidates typically have a CPA/EA or legal background, 2–3 years of tax experience, and demonstrated leadership and communication abilities.

Qualifications

• 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.
• Excellent teaming, leadership, organizational, and verbal/written communication skills.

Responsibilities

• Deliver tax compliance and consulting work for clients with a high degree of quality and attention to detail.
• Identify and communicate potential issues to support the timely and accurate completion of tax returns, research, accounting, and projects.
• Collaborate with clients and engagement teams, escalating complex matters to senior team members and subject-matter professionals as appropriate.
• Manage assigned workstreams independently while seeking guidance on complex or unique matters.
• Maintain regular communication with client tax liaisons and trust teams to support project execution and client service.
• Build and maintain effective working relationships with clients and internal team members.
• Coordinate engagement deliverables and prioritize responsibilities to meet deadlines and quality expectations.
• Contribute to the development of junior team members by sharing knowledge, providing support, and fostering collaboration.

Skills

Problem identification

Client presentations

Tax problem solving

Multitasking

Education

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

Job description

EY is a global professional services firm offering tax, advisory, and assurance services with a strong focus on the Financial Services Organization. The role emphasizes delivering high-quality tax work, collaborating with clients and teams, and mentoring junior staff across various U.S.

offices. Candidates typically have a CPA/EA or legal background, 2–3 years of tax experience, and demonstrated leadership and communication abilities.