Senior Tax Analyst, Wealth & Asset Management (Hybrid)

EY; Phoenix (AZ); Hybrid; USD 82,000 - 135,000; Full time

Benefits offered by this job

Medical and dental coverage

Pension and 401(k)

Paid time off

Hybrid work model

Vacation policy

Job summary

EY is a leader in serving the global financial services marketplace, offering specialized tax services through the FSO EDGE Wealth and Asset Management team. As a senior analyst, you’ll work on hedge funds, private equity, and mutual fund taxation, including structuring and advisory services.

We foster a hybrid work model and a comprehensive Total Rewards package. The role requires 2–3 years of tax experience in financial services and may prefer a CPA, EA, or licensed attorney.

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 in-person work about 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

Tax experience

Financial services exposure

Leadership

Communication skills

Team collaboration

Education

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

Job description

EY is a leader in serving the global financial services marketplace, offering specialized tax services through the FSO EDGE Wealth and Asset Management team. As a senior analyst, you’ll work on hedge funds, private equity, and mutual fund taxation, including structuring and advisory services.

We foster a hybrid work model and a comprehensive Total Rewards package. The role requires 2–3 years of tax experience in financial services and may prefer a CPA, EA, or licensed attorney.