Tax Senior Analyst, Wealth & Asset Mgmt (Hybrid)

EY; Hartford (CT); Hybrid; USD 82,000 - 135,000; Full time

Benefits offered by this job

Flexible vacation policy

Total Rewards package

Job summary

EY is seeking a Senior Tax professional within the Financial Services Organization (FSO) EDGE Wealth and Asset Management team. You will collaborate on hedge fund, private equity and mutual fund taxation, including structuring, planning and advisory services.

The role emphasizes delivering compliant, timely tax services to a diverse client base in a globally connected environment. EY offers a hybrid work model, extensive career development, and a comprehensive benefits package.

Qualifications

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

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 related processes.
• Compile and evaluate moderately complex data, computations, documentation and tax/accounting technologies.
• Ensure service quality and assess opportunity risk within scope of services.
• Develop, document and align processes to support internal teams.
• Provide direction and supervision to staff, including review of their work.
• Maintain internal network by offering technical assistance in area of expertise.
• Demonstrate deep technical excellence and broaden skills across capabilities.

Skills

Team leadership

Communication skills

Deadline orientation

Education

Bachelor’s degree in Accounting/Finance/Business/Tax/Law/Economics

2–3 years of tax experience in financial services

CPA/EA or licensed attorney (preferred)

Job description

EY is seeking a Senior Tax professional within the Financial Services Organization (FSO) EDGE Wealth and Asset Management team. You will collaborate on hedge fund, private equity and mutual fund taxation, including structuring, planning and advisory services.

The role emphasizes delivering compliant, timely tax services to a diverse client base in a globally connected environment. EY offers a hybrid work model, extensive career development, and a comprehensive benefits package.