Senior Tax Analyst, Wealth & Asset Management - Hybrid

EY; Charleston (WV); Hybrid; USD 92,000 - 135,000; Full time

Benefits offered by this job

Medical and dental coverage

Pension and 401(k) plans

Flexible vacation policy

Paid time off options

Job summary

EY is seeking a Senior Analyst in the Financial Services Organization (FSO) Tax team. The role focuses on hedge funds, private equity, and mutual fund taxation, with structuring, planning, and advisory responsibilities across banking and asset management clients.

The position emphasizes collaboration with experienced professionals, flexible benefits, and a hybrid work model in the US. A bachelor's in accounting/finance and 2–3 years tax experience in financial services are required.

Qualifications

• Bachelor’s degree in Accounting, Finance, Business Administration, Tax, Law, or Economics.
• 2–3 years of relevant tax experience in financial services.
• Broad exposure to federal income taxation and state/local tax.
• Excellent teaming, leadership, organizational, and verbal/written communication skills.
• Hybrid work model with most in-person work 60% of the time.

Responsibilities

• Support new and existing client relationships.
• Provide compliance and consulting delivery to meet deadlines.
• Prepare or review complex financial closings and tax filings.
• Compile and evaluate data, computations, and tax technologies.
• Ensure service quality and manage risk within scope.
• Develop processes and cross-functional alignment.
• Provide direction and supervision to staff.
• Maintain internal knowledge through EY collaboration.
• Demonstrate deep technical excellence and broaden skills.

Skills

Team leadership

Communication

Organizational skills

Education

CPA

Enrolled Agent (EA)

Licensed attorney

Tools

CPAs/Tax licenses

Job description

EY is seeking a Senior Analyst in the Financial Services Organization (FSO) Tax team. The role focuses on hedge funds, private equity, and mutual fund taxation, with structuring, planning, and advisory responsibilities across banking and asset management clients.

The position emphasizes collaboration with experienced professionals, flexible benefits, and a hybrid work model in the US. A bachelor's in accounting/finance and 2–3 years tax experience in financial services are required.