FSO Tax GCR - Wealth & Asset Management - Senior

EY - FSO Tax GCR
- Wealth & Asset Management
- Senior

Location:

Camana Bay Other locations:
Primary Location Only Salary:
Competitive Date:
Jun 6, 2026

At EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we're counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all.

Tax Senior – Wealth & Asset Management (FSO) At EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we're counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself and a better working world for all.

Join our Financial Services Office (FSO) and you will work with multi-disciplinary teams from around the world to deliver a global market perspective. Aligned to key industry groups including asset management and private equity, banking and capital markets, and insurance, we provide integrated assurance, consulting, strategy & transactions, and tax services to our clients. As a market segment of the FSO, the BBC includes the Bahamas, Bermuda, British Virgin Islands, and Cayman Islands.

By joining the BBC, you will receive unmatched exposure and experience to our continuously growing portfolio of diverse FSO clients. The opportunity 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 compliance, and on-call advice.

Your key responsibilities As a senior in our wealth & asset management tax practice, you will be responsible for tax compliance and advisory work for clients. You will 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.

Skills and attributes for success
· Solid technical knowledge, ideally in the asset management tax area
· Ability to analyse 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 relationships 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
· Managing multiple work assignments and deadlines

To qualify for the role, you must have
· A Bachelor's degree in an accounting, finance or a business discipline, and/or an advanced degree in tax or law
· A minimum of eighteen (18) months of recent relevant tax experience
· A CPA (or equivalent internationally recognized accounting designation), Enrolled Agent and/or LLM certification preferred; non-certified and partially certified hires are required to become certified before being eligible for promotion to manager
· Although not required, the ideal candidate would have experience serving clients in the wealth & asset management industry, which may include mutual funds, hedge funds, private equity funds or other investment vehicles
· Broad exposure to federal income taxation and exposure to state and local tax

Ideally, you'll also have
· Excellent teaming, leadership, organizational, and verbal/written communication skills
· Demonstrated skills in the asset management tax area
· A thorough understanding of building client relationships

What we look…