Financial Services - Customer Tax Operations and Reporting - Tax Services Analyst- EDGE

Location:

Anywhere in Country

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.

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!

** The opportunity*
* When you join EY EDGE, you'll be at the heart of EY's critical mission to build a better working world by applying your knowledge, skills and experience in assisting clients in meeting their business objectives. You will learn, grow and contribute - building new relationships and discovering the satisfaction that comes with producing high-quality, valued work and advice.

** Your key responsibilities*
* You're likely to spend your time on a diverse array of projects, responsibilities and tasks, supporting client engagements by participating in day-to-day interactions with team members, providing a quality work product and driving delivery of services to meet deadlines. You will support the Customer Tax Operations practice with the preparation and delivery of tax information reporting (1099/1042-S/8804), FATCA/CRS reporting, tax withholding certificate validation (Forms W-8/9) and related withholding and reporting reconcilations for engagements with banks, wealth and asset management firms and insurance companies.

You'll be working in a highly collaborative culture, where listening to and sharing information with colleagues is an essential part of the role.

** Skills and attributes for success*
* + Timely, efficient and accurate support of the production of information reporting in a volume-driven environment within deadline-driven time frames established by governmental agencies and as dictated by the performance standards set forth by the practice's clients

+ Balancing time between multiple projects and responsibilities, working with multiple engagement teams to serve multiple clients

+ Understanding of tax withholding certificates (Forms W-8/W-9) and FATCA/CRS Self Certification forms as well as information returns, including the data and information that's required on the forms or information return for accuracy in tax reporting.

+ Understanding of vendor and client systems that support an tax operations function.

+ Analyzing bridged customer data and transaction information to identify potential errors and omissions and applying knowledge of basic tax concepts to make decisions and take action to modify tax reporting coding or reporting pertaining transactions and income to support accuracy in tax reporting

+ Managing internal and external communications, including requesting and documenting receipt of client authorizations and instructions, as well as other correspondence that is material to the tax compliance process using the tax software, basic software applications such as Microsoft Word, Excel and Power Point, and proprietary client collaboration tools

+ Communicating with client tax liaisons, tax compliance teams and other stakeholders to gather required information, and obtain instruction or authorization necessary for timely, accurate production of tax information reporting.

+ Support billing and collections for tax compliance and related services

+ Assist engagement team with reconciliation of customer demographic date, transaction data and tax information…