Financial Services - Tax - Wealth and Asset Management - Senior

Location:

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

Senior Tax Compliance Officer:
Lead tax compliance and reporting activities for wealth and asset management clients, ensuring alignment with business strategy, regulatory requirements, and governance frameworks.

• Implement and optimize tax compliance and reporting processes to increase efficiency and meet business strategy.
• Support development of governance, risk, and compliance frameworks.
• Provide tax compliance and reporting support, including tax provision and reform calculations.
• Deliver tax compliance solutions and projects, applying judgment and selecting appropriate methodologies to inform recommendations.
• Coordinate the work of junior colleagues, track project status, and regularly interact with external clients in working sessions.
• Analyze complex issues, implement procedures and guidelines, and resolve variable factors in tax compliance.

• Bachelor’s degree (4‑year) required.
• Typically 2‑4 years of relevant experience in the financial services industry.
• CPA license or licensed attorney required, or ability to obtain one.
• Familiarity with managed investment vehicles and financial services industry.
• Broad exposure to federal income taxation and state/local tax.
• Demonstrated expertise in tax compliance and reporting requirements.
• Awareness of finance compliance and regulation.
• Understanding of global compliance requirements and ability to assess tax legislation impact.
• Experience with tax reform calculations.
• Familiarity with outsourcing/co‑sourcing models.
• Proficiency in data analysis, interpretation, visualization, and storytelling.
• Experience with tax technology solutions and process transformation.
• Skills in building and managing relationships, establishing client trust, and driving outcomes.
• Strong communication skills with impact, emotional agility, hybrid collaboration, complex problem‑solving, critical thinking, and learning agility.
• Commercial acumen and experience leading teams.
• Experience in client‑facing roles or consulting environments.
• Familiarity with global tax compliance frameworks.
• Exposure to advanced tax technology platforms and diverse, multicultural teams.

• Base salary range: $91,100 to $150,200 (all U.S. locations) and $109,400 to $170,600 in NYC Metro Area, Washington State, and California (excluding Sacramento). Individual salaries determined by education, experience, skills, and geography.
• Comprehensive benefits package including medical, dental, pension and 401(k) plans, and paid time off.
• Hybrid work model: expect 60% in‑person client service roles.
• Flexible vacation policy with additional leave options for holidays and personal needs.

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. If you have a disability and need assistance applying online or require accommodation during the application process, please call 1-800-EY-HELP3 and follow the instructions, or email