Financial Services - Customer Tax Operations and Reporting - Tax Senior

Location:

New York, Chicago, Los Angeles, Boston, Dallas, San Francisco, Seattle, Hoboken, Iselin, Jericho, Stamford, Mc Lean

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!

Our Business Tax Advisory practice gives you the opportunity to focus on US Tax - Information Reporting & Withholding. You will work in a group environment on challenging information reporting and withholding engagements across all financial services sectors. We offer the specialization in assisting clients with mission-critical operational tax issues and customer reporting issues. Specifically, our experienced practitioners work across tax and operations to deliver advice and support throughout the project lifecycle.

You will work closely with colleagues to assist clients in understanding relevant tax rules and implementing changes to their operations, processes, and systems. The IRW team works on challenging information reporting and withholding engagements in the financial services, banking, insurance, and multinational sectors. These engagements will primarily focus on non-resident alien (NRA) withholding and reporting (IRC Sections 1441 to 1446) and domestic withholding and reporting matters.

You can expect to work on engagements dealing with cost basis reporting and various other global compliance and reporting initiatives. As you progress within EY and our IRW tax team, you will become a trusted business advisor to your clients. As you develop, you will benefit from being led and mentored by nationally recognized tax professionals who include some of the firm's most senior tax talent.

As a Senior in Customer Tax Operations and Reporting, you will play a pivotal role in supporting financial institutions and clients in meeting complex regulatory requirements. You will be responsible for gathering and verifying customer documents in accordance with Foreign Account Tax Compliance Act (FATCA) and Common Reporting Standards (CRS), updating client records, and providing indirect tax reporting services such as Withholding Tax (WHT), GST, and VAT.

Your expertise will help ensure compliance with local and global regulations, including entity classification, registration, due diligence, and advisory on economic substance laws. You will be part of a team that leverages advanced technology to deliver comprehensive tax reporting services, making a tangible impact on clients' regulatory obligations.

** Your key responsibilities*
* You will perform technical IRW‑specific work, including interpreting IRS Code and Treasury Regulations and drafting technical guidance to support information reporting and withholding requirements. You may conduct detailed tax technical analysis to support client positions and regulatory interpretations specific to IRW matters.

In this role, you will be at the heart of delivering solutions that matter. You will contribute to the execution of processes, solutions, and projects, applying sound judgment and selecting appropriate methodologies to inform recommendations. Your work will directly…