Senior Tax Analyst — Wealth & Asset Management

EY; Miami (FL); Hybrid; USD 82,000 - 135,000; Full time

Benefits offered by this job

Medical and Dental Coverage

Pension and 401(k) plans

Paid time off

Job summary

EY is seeking a Senior Analyst in the Financial Services Organization (FSO) EDGE Wealth and Asset Management for U.S. tax delivery. The role focuses on hedge funds, private equity, and mutual fund taxation, including structuring, planning, and advisory services.

We offer a hybrid work model with most client-facing work done in person about 60% of the time over engagements or years, along with a broad Total Rewards package including health benefits and retirement plans.

Qualifications

• Bachelor’s degree in Accounting, Finance, Business Administration, Tax, Law, or Economics.
• 2–3 years of relevant tax experience in the financial services industry.
• Broad exposure to federal income taxation and state/local tax.

Responsibilities

• Support new and existing client relationships.
• Provide compliance and consulting delivery services to meet deadlines for client deliverables.
• Prepare or detail review of 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 and understand opportunity risk in relation to our scope of services.
• Develop, document, and gain cross-functional alignment on processes to support internal teams.
• Provide professional direction and day-to-day supervision to staff members, including review and evaluation of their work.
• Maintain internal network by providing technical assistance to others within EY in area of expertise.
• Demonstrate deep technical excellence in specific offerings and broaden technical skills across capabilities.

Skills

Teamwork

Leadership

Organizational skills

Communication skills

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 (FSO) EDGE Wealth and Asset Management for U.S. tax delivery. The role focuses on hedge funds, private equity, and mutual fund taxation, including structuring, planning, and advisory services.

We offer a hybrid work model with most client-facing work done in person about 60% of the time over engagements or years, along with a broad Total Rewards package including health benefits and retirement plans.