Tax Senior Analyst — Wealth & Asset Management (Hybrid)

EY; New York (NY); Hybrid; USD 98,000 - 154,000; Full time

Benefits offered by this job

Medical and dental coverage

Pension and 401(k)

Paid time off

Job summary

EY is seeking a Tax Senior Analyst in the EDGE Wealth and Asset Management unit in New York. You will collaborate with professionals on hedge fund, private equity, and mutual fund taxation, including structuring, tax planning, and advisory services.

The role requires a 2–3 year tax background within financial services, strong leadership and communication skills, and a hybrid work model with in-person collaboration about 60% of the time.

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. Our expectation is for most people in external, client serving roles to work together in person 60% of the time over the course of an engagement, project or year.

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

Team leadership

Communication skills

Tax knowledge

Client relationship management

Education

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

Job description

EY is seeking a Tax Senior Analyst in the EDGE Wealth and Asset Management unit in New York. You will collaborate with professionals on hedge fund, private equity, and mutual fund taxation, including structuring, tax planning, and advisory services.

The role requires a 2–3 year tax background within financial services, strong leadership and communication skills, and a hybrid work model with in-person collaboration about 60% of the time.