Tax Senior Analyst: Wealth & Asset Mgmt (Hybrid)

EY; Richmond (VA); Hybrid; USD 82,000 - 135,000; Full time

Benefits offered by this job

Medical and dental coverage

Pension and 401(k)

Paid time off

Job summary

EY is seeking a Senior Analyst in the Financial Services Organization (FSO) within the Wealth and Asset Management tax practice. Based in the US, you will collaborate with hedge funds, private equity, and mutual funds teams on structuring, tax planning, and advisory services.

You will support client relationships, deliver tax compliance and advisory work, and guide staff with technical excellence across offerings.

Qualifications

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

Teaming

Leadership

Organization

Communication skills

Education

Bachelor's degree in accounting/finance

Job description

EY is seeking a Senior Analyst in the Financial Services Organization (FSO) within the Wealth and Asset Management tax practice. Based in the US, you will collaborate with hedge funds, private equity, and mutual funds teams on structuring, tax planning, and advisory services.

You will support client relationships, deliver tax compliance and advisory work, and guide staff with technical excellence across offerings.