Tax Senior - Financial Services Organization - Indirect Tax, Credits

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Other locations:
Primary Location Only

Date:
Oct 29, 2025

Requisition

At EY, we’re all in to shape your future with confidence.

We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.

Tax – Indirect Tax Credits & Incentives – Financial Services Organization – Senior

The opportunity

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, Insurance, and Real Estate, Hospitality and Construction.

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!

As a Tax Senior, you’ll see firsthand the financial services industry by being immersed in credits and incentives projects through a diverse set of experiences in serving our clients.

Your key responsibilities

It’s fair to say there’s no average day for a Credits and Incentives Tax Senior – so you’re likely to spend your time on a diverse array of projects, responsibilities and tasks. Whatever you’re working on, our clients will turn to you for up-to-date tax advice they can always rely on. To make that happen, you’ll be working in a highly collaborative culture, where listening to and sharing information with colleagues is an essential part of the role.

Duties include:

• Analyzing an evolving portfolio of complex tax operations to provide meaningful business insights
• Identifying potential opportunities and risks and communicating these to our clients
• Learning and researching current market trends, to maintain your credibility as a trusted advisor
• Developing clear, intelligent plans and approaches to improve our clients’ tax activities
• Researching our clients’ business operations and building long-lasting relationships to tailor your advice to their specific needs
• Working with a motivated team of professionals
• Understanding of the economic development environment, programs and incentives process

Skills and attributes for success

To qualify for the role, you must have

• A bachelor’s degree in Accounting, Finance, Business or a related discipline
• A CPA, licensed Attorney or a certified member of the Institute for Professionals in Taxation or progress to achieving one of the credentials
• A minimum of 3 years of related experience
• Professional knowledge in a broad range of state and local Credits and Incentives tax processes, concepts and tools
• A proven record of excellence in a professional services, economic development or tax organization
• Technical writing and research experience in a tax context
• The ability to prioritize when working on multiple complex projects
• Strong influencing skills, and the confidence to question existing processes

Ideally, you will also have

• A proven record in a professional services environment or in-house experience in the financial services industry
• Experience and proficiency with Microsoft Office products
• Experience in coaching and mentoring junior colleagues
• Ability to adapt your work style to work with both internal and client team members

What we look for

We are interested in people with initiative who are not afraid to speak up, with a genuine desire to make things better across the business. You’ll need strong software skills and the ability to handle complex data from multiple sources. If you’re ready to further build on your reputation as a professional advisor, this role is for you.

What we offer

At EY, we’ll develop you with future-focused skills and…