Senior Tax Analyst - Wealth & Asset Management (Hybrid)

EY; Buffalo (NY); Hybrid; USD 82,000 - 135,000; Full time

Benefits offered by this job

Medical and dental coverage

401(k) plan

Paid time off

Job summary

EY seeks a senior analyst within its Financial Services Organization (FSO) EDGE team to provide specialized tax services for hedge funds, private equity, and mutual funds. You’ll collaborate on structuring, tax planning, and advisory work for U.S.

and global clients, developing as you deliver high-quality, timely results in a flexible, inclusive environment. The role features a hybrid work model with most client-serving tasks performed in person about 60% of the time, and a strong emphasis on

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 with in-person work 60% of the time.

Responsibilities

• Support new and existing client relationships.
• Provide compliance and consulting delivery services to meet deadlines for client deliverables.
• Prepare or detail review 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

Financial services familiarity

Communication skills

Team leadership

Education

CPA certification

EA certification

Licensed attorney

Job description

EY seeks a senior analyst within its Financial Services Organization (FSO) EDGE team to provide specialized tax services for hedge funds, private equity, and mutual funds. You’ll collaborate on structuring, tax planning, and advisory work for U.S.

and global clients, developing as you deliver high-quality, timely results in a flexible, inclusive environment. The role features a hybrid work model with most client-serving tasks performed in person about 60% of the time, and a strong emphasis on