Tax Senior - Financial Services - Wealth and Asset Management

EY; Milwaukee (WI); Remote; USD 90,000 - 149,000; Full time

Job summary

Join EY as a Tax Senior in the Wealth and Asset Management practice. This role involves tax compliance and advisory work for various financial services clients. You will collaborate with teams to manage tax accounts and provide strategic tax planning. EY offers a competitive salary and a culture that promotes continuous learning and inclusion.

Benefits

Comprehensive Benefits

Flexible Work Arrangements

Continuous Learning Opportunities

Qualifications

• At least 3 years of relevant experience or 2 years with an advanced degree.
• CPA license or ability to obtain one required.

Responsibilities

• Handle tax compliance and advisory work for clients.
• Manage tax accounts for hedge funds, mutual funds, and private equity funds.

Skills

Technical Knowledge in Asset Management Taxation

Relationship-Building Skills

Project Management

Education

Bachelor’s Degree

Advanced Degree

Job description

Tax Senior - Financial Services - Wealth and Asset Management

Join us to apply for the Tax Senior - Financial Services - Wealth and Asset Management role at EY.

At EY, you’ll have the opportunity to build a unique career with the support of a global network, an inclusive culture, and innovative technology. We value your voice and perspective in shaping a better working world. Join us to create an exceptional experience for yourself and contribute to a better society.

This position is primarily based in NY but can be located anywhere in the country.

EY is a leader in serving the global financial services sector, with a dedicated Business Unit called the Financial Services Organization (FSO). Our focus and bold ambitions place us at the forefront of industry changes, working with a diverse range of clients including established institutions and emerging firms across Banking, Capital Markets, Wealth & Asset Management, Insurance, and Real Estate.

We aim to foster a financial industry built on trust, growth, and stability. If you are passionate about solving complex challenges, consider joining our dynamic FSO team.

The Opportunity

Our FSO tax practice offers specialized support tailored to the asset management industry, including hedge funds, private equity funds, and mutual funds. Your role involves fund structuring, tax planning, compliance, and advisory services.

Your Key Responsibilities

As a Senior in our Wealth & Asset Management practice, you will handle tax compliance and advisory work for clients, collaborating with managers through partners on federal, international, and state/local tax issues, focusing on strategic tax planning aligned with client objectives. You will manage tax accounts for hedge funds, mutual funds, and private equity funds.

Skills and Attributes for Success

• Strong technical knowledge in asset management taxation
• Ability to analyze trading reports for tax implications and differences
• Relationship-building skills with clients and internal teams
• Ability to identify key tax issues and consult appropriately
• Effective management of multiple projects and deadlines

Minimum Qualifications

• Bachelor’s degree with at least 3 years of relevant experience, or an advanced degree with at least 2 years of experience
• CPA license or licensed Attorney, or ability to obtain one
• Relevant tax experience in the financial services industry
• Familiarity with managed investment vehicles and federal/state tax regulations

Preferred Qualifications

• Excellent communication, leadership, and organizational skills
• Deep understanding of asset management tax issues

What We Offer

Competitive salary ranges ($90,200 - $148,700 nationwide; higher in NY, WA, CA), comprehensive benefits, flexible work arrangements, and a culture that promotes continuous learning, leadership, diversity, and inclusion.

We encourage applications from individuals who meet the criteria above. If you’re ready, contact us promptly.

EY is committed to equal opportunity employment and providing accommodations for applicants with disabilities.