Tax Senior - Wealth and Asset Management. Chantilly LilyLifestyle

At EY, we're dedicated to helping you shape your future with confidence and career success. Join us and be part of a globally connected powerhouse comprised of diverse teams that will take you wherever you want to go in your career.

As a leader in the global financial services marketplace, EY is the only professional services firm with a specialized business unit dedicated to financial services—the Financial Services Organization (FSO). We are at the forefront of changes reshaping our industry, working closely with a diverse range of clients, from longstanding institutions to innovative newcomers in Banking and Capital Markets, Wealth and Asset Management, and Insurance.

Our mission is to foster an industry where financial institutions are trusted and thriving, contributing to a secure global economy. If you're passionate about solving complex challenges, the dynamic FSO team is the place for you!

The Financial Services EY EDGE practice comprises experts providing dedicated tax technical services to both US and global clients. Our EDGE team—Exceptional Delivery and Growth Engine—operates in a technical environment characterized by deep process and service delivery expertise that sets EY apart in the marketplace.

In EY's FSO EDGE Wealth and Asset Management (WAM) practice, you will provide comprehensive and specialized tax assistance to meet the distinct needs of the asset management sector. You’ll collaborate with knowledgeable professionals skilled in various aspects of hedge fund, private equity fund, and mutual fund taxation, including organizational structuring, tax minimization strategies, advisory support, and compliance.

• Foster new and existing client relationships
• Deliver compliance and consulting services to meet client deadlines
• Prepare and review complex financial closings and tax compliance filings
• Evaluate and compile moderately complex data and tax‑related documentation
• Ensure service quality and understand the risks associated with service delivery
• Document processes to gain alignment within internal teams
• Exhibit technical excellence and broaden skill sets across capabilities
• Provide internal technical support to staff and develop professional relationships
• Guide and supervise staff members in their day-to-day activities
• Review the work of staff to ensure accuracy and compliance with tax laws
• Offer formal and informal feedback and coaching to team members

• Proven ability to identify tax‑related issues and suggest solutions
• Experience in client interactions within a service delivery context
• Background in managing teams on tax consulting and compliance projects
• Ability to apply independent judgment to identify tax planning opportunities
• Strong analytical skills to break down tax projects into manageable tasks
• Capacity to manage multiple assignments and deadlines effectively
• High level of professional ethics and integrity handling confidential information

• Bachelor's degree in Accounting, Finance, Business Administration, Tax, Law, or Economics
• Minimum of 2‑3 years of relevant tax experience in the financial services sector
• Broad exposure to federal income taxation and familiarity with state/local tax
• Excellent teamwork, leadership, organizational, and communication skills

• Familiarity with the financial services sector
• CPA, Enrolled Agent, or licensed attorney qualification

We seek tax professionals committed to delivering outstanding services to a diverse clientele. You’ll engage with influential individuals—from executives to investors—using your expertise to maintain and enhance our reputation for excellence.

• A competitive compensation and benefits package reflective of your performance and contributions.
• A flexible work environment, emphasizing a hybrid model where team collaboration is key.
• A self‑determined vacation policy tailored to your personal needs and circumstances.

Join EY in building a better working world.