Financial Services - Tax - Wealth and Asset Management - Senior

Location:

New York, Boston, Providence, Jericho, Iselin, Hoboken, Secaucus, Stamford, Chicago, Dallas, Houston, Charlotte, Greenville

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.

** Will you shape the future or will the future shape you?*
* ** 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!

EY's FSO tax practice provides comprehensive and specialized tax assistance tailored to the unique needs of the asset management industry. You would join our tax 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.

As a Senior in Tax Compliance, you will manage and implement tax compliance strategies, providing essential support for tax provision, direct and indirect tax returns preparation, and tax reform calculations. You'll leverage standardized processes and leading technology to streamline and optimize compliance and reporting, aligning with business strategy and regulatory requirements. You'll also encourage the development of governance, risk, and compliance frameworks to support business alignment.

Key responsibilities include:

+ Implementing and optimizing tax compliance and reporting processes to meet business strategy and increase efficiency.

+ Supporting the development of governance and compliance frameworks.

+ Providing tax compliance and reporting support, including tax provision and reform calculations.

** Your key responsibilities*
* As a senior in our Wealth & Asset Management practice, you will be responsible for tax compliance and advisory work for clients. You would work with Managers through Partners on key client issues in domestic federal, international and state and local taxation with a focus on implementing tax strategies that align with the client's business objectives.  You will be involved in tax compliance accounts for hedge funds, mutual funds and/or private equity funds.

In this role, you'll contribute to the delivery of tax compliance solutions and projects, applying sound judgment and selecting appropriate methodologies to inform recommendations. You'll be accountable for meeting your own targets, which impact your immediate team, and may help coordinate the work of junior colleagues. You'll define and execute deliverables, track project status, and regularly interact with external clients in working sessions.

You'll face challenges such as analyzing complex issues, implementing procedures and guidelines, and resolving variable factors in tax compliance.

This role offers the opportunity to learn advanced tax technology, process transformation, and global compliance requirements.

Analytical/Decision Making Responsibilities:

+ Make decisions based on broad policies, applying personal knowledge and precedents to guide resolutions.

+ Implement procedures and guidelines, often working on complex issues requiring in-depth evaluation.

+ Provide general guidance to others newer to the role or at a lower level.

** Skills and attributes for success*
* To make an impact in this role, you'll need strong analytical skills, the ability to manage relationships, and a commitment to driving outcomes. You'll spend time collaborating in hybrid environments, solving complex problems, and communicating with impact.

+ Solid technical knowledge in the asset management tax area

+ Ability to analyze trading reports for tax character and book tax differences, such as wash sales, constructive sales, straddles, and other securities issues.

+ Build impactful relationships with new and existing clients and maintain relationship with firm leadership

+ Create a positive and trusting environment where team members know each other and feel a part of their team

+ Able to identify key tax technical issues and raise the appropriate questions before the work is sent for review to the partner or senior manager ' and consult when necessary

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