Tax Senior Analyst, Wealth & Asset Mgmt — Hybrid

EY; San Mateo (CA); Hybrid; USD 82,000 - 135,000; Full time

Benefits offered by this job

Medical and dental coverage

Pension and 401(k) plans

Paid time off

Flexible vacation policy

Hybrid work model

Job summary

EY is a leader in serving the global financial services marketplace. The Financial Services Organization (FSO) EDGE Wealth and Asset Management team offers tailored tax support for hedge funds, private equity and mutual funds, including structuring, planning and advisory services.

As a senior analyst, you’ll collaborate with experienced professionals on complex tax issues, in a hybrid work model designed for flexibility and career growth within EY’s global network.

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 or equivalent.
• Broad exposure to federal income taxation and state/local tax.

Responsibilities

• Support new and existing client relationships.
• Provide compliance and consulting delivery services to meet deadlines.
• Prepare or review complex tax closings, filings and related tasks.
• Evaluate data, computations, documentation and tax/accounting technologies.
• Ensure service quality and manage opportunity risk within scope.
• Develop, document and align internal processes.
• Provide direction and supervision to staff and review work.
• Maintain internal network and provide technical assistance.
• Demonstrate deep technical excellence and broaden skills.

Skills

Teaming

Leadership

Organizational skills

Verbal/written communication

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. The Financial Services Organization (FSO) EDGE Wealth and Asset Management team offers tailored tax support for hedge funds, private equity and mutual funds, including structuring, planning and advisory services.

As a senior analyst, you’ll collaborate with experienced professionals on complex tax issues, in a hybrid work model designed for flexibility and career growth within EY’s global network.