Tax Senior- Financial Services - Wealth and Asset Management Client Delivery Services - EDGE

Iris Software; New York (NY); On-site; USD 97,000 - 153,000; Full time

Job summary

A leading global professional services firm is seeking a Senior Analyst in tax compliance and consulting within their Financial Services Organization. The candidate will work closely with clients in the asset management industry, ensuring high-quality service delivery and compliance with tax regulations. This role demands a strong foundation in tax-related issues, excellent leadership capabilities, and the ability to manage client expectations effectively.

Benefits

Comprehensive compensation and benefits package

Medical and dental coverage

Pension and 401(k) plans

Flexible vacation policy

Qualifications

• 2-3 years of relevant tax experience in financial services.
• Experience with federal income taxation and state/local tax.
• Strong organizational and communication skills.

Responsibilities

• Deliver tax compliance and consulting work for clients.
• Support client relationships and meet deadlines for deliverables.
• Provide professional direction and supervise staff members.

Skills

Tax compliance

Consulting

Client relationship management

Analytical skills

Leadership

Education

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

Job description

At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even better. Join us and build an exceptional experience for yourself, and a better working world for all. The exceptional EY experience. It's yours to build. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.

This position could be located in NY (primary), NJ, CT, MA, RI, VA, PA, NC, FL, GA, TX, IL, WA, CA.

EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry – the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing, and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team!

Our Financial Services EY EDGE practice is made up of a team of professionals providing dedicated tax technical services to both US and global clients. EDGE stands for Exceptional Delivery and Growth Engine because this team operates in a technical environment with deep process and service delivery experience that distinguishes EY in the marketplace.

The opportunity

EY's FSO EDGE Wealth and Asset Management (WAM) practice provides comprehensive and specialized tax assistance tailored to the unique needs of the asset management industry. You will work alongside our practice office professionals who are knowledgeable and experienced with varied and specialized facets of hedge fund, private equity fund and mutual fund taxation, including fund and organizational structuring, tax minimization planning, on-call advice, and tax compliance.

Your key responsibilities

A senior analyst in FSO EDGE WAM will be responsible for delivering tax compliance and consulting work for clients. The objective is to work alongside practice office professional serving clients, based on their time demands, as one team.

Responsibilities include

• 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. Understand opportunity risk in relation to our Scope of Services
• Develop, document, and gain cross functional alignment on processes to support processes and internal teams
• Demonstrate deep technical excellence in specific offerings and broaden technical skills across capabilities
• Maintain internal network by providing technical assistance to others within EY in area of expertise
• Provide professional direction and day-to-day supervision to staff members
• Review and evaluate the work of staff members to ensure accuracy, completeness, and compliance with relevant tax laws and regulations
• Provide effective leadership, formal and informal feedback, and coaching to staff

Skills and attributes for success

• Experience identifying tax related issues and developing recommended solutions via research and/or position development

• Experience interacting with clients on a regular basis in the delivery of services
• Experience managing team members delivering tax consulting and compliance projects for clients
• Demonstrate a significant degree of independent judgment to identify potential issues and opportunities for tax planning and provide appropriate recommendations
• Ability to break down tax projects into manageable components, analyze relevant information, and formulate client-centric solutions that comply with relevant laws and regulations
• Ability to manage multiple work assignments and deadlines simultaneously
• Demonstrate a high level of professional ethics and integrity while managing sensitive or confidential client information

To qualify for the role you must have

• 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

Ideally, you'll also have

• Familiarity with the financial services industry
• Certified Public Accountant (CPA), Enrolled Agent (EA) or licensed attorney

What we look for

We’re interested in tax professionals with a genuine interest in providing outstanding services to some of the world’s most influential people. Working with people from all backgrounds, from executives and entrepreneurs to investors and families, you’ll use your experience and status as a trusted advisor to maintain and further our reputation for excellence.

What we offer We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $81,100 to $133,800. The salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $97,400 to $152,100. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. 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 40-60% of the time over the course of an engagement, project or year. Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.

• Continuous learning: You’ll develop the mindset and skills to navigate whatever comes next.
• Success as defined by you: We’ll provide the tools and flexibility, so you can make a meaningful impact, your way.
• Transformative leadership: We’ll give you the insights, coaching and confidence to be the leader the world needs.
• Diverse and inclusive culture: You’ll be embraced for who you are and empowered to use your voice to help others find theirs.

EY accepts applications for this position on an on-going basis. If you can demonstrate that you meet the criteria above, please contact us as soon as possible.

EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets.

Enabled by data and technology, diverse EY teams in over 150 countries provide trust through assurance and help clients grow, transform and operate.

Working across assurance, consulting, law, strategy, tax and transactions, EY teams ask better questions to find new answers for the complex issues facing our world today.

For those living in California, please click here for additional information.

EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.

EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at [e-mail].