Senior Tax Analyst, Wealth & Asset Management

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 their Financial Services Organization (FSO) EDGE Wealth and Asset Management team. You will collaborate with experienced professionals on hedge fund, private equity, and mutual fund taxation, including structuring, tax planning, and advisory services.

You’ll support new and existing client relationships, deliver compliant tax services, and help manage complex data and filings while operating in EY’s hybrid environment.

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.
• Broad exposure to federal income taxation and exposure to state and local tax.
• Excellent teaming, leadership, organizational, and verbal/written communication skills.
• Join us in our team-led and leader-enabled hybrid model; most external client serving roles work in person 60%.

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.
• Compile and evaluate 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

Tax experience

Federal income tax

Team leadership

Client service

Education

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

Job description

EY is seeking a senior analyst in their Financial Services Organization (FSO) EDGE Wealth and Asset Management team. You will collaborate with experienced professionals on hedge fund, private equity, and mutual fund taxation, including structuring, tax planning, and advisory services.

You’ll support new and existing client relationships, deliver compliant tax services, and help manage complex data and filings while operating in EY’s hybrid environment.