Financial Services - Global Compliance and Reporting - Private Equity - Tax Senior

Locations:
New York City, Hoboken, Iselin, Jericho, Birmingham, Miami, Boca Raton, San Francisco, San Jose.

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

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.

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.

Skills and attributes for success

• 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

• Managing multiple work assignments and deadlines

To qualify for the role you must have

• A Bachelor's degree and a minimum of 3 years of related work experience; or an advanced degree in tax or law and a minimum of 2 years of related work experience

• CPA license or a licensed Attorney is required or the ability to achieve one of these certifications

• A minimum of 2 years of relevant tax experience or equivalent experience in the financial services industry

• Familiarity with the financial services industry gained through direct involvement with managed 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 for

Hard working team player who is comfortable partnering with others as well as working independently. Detailed oriented performer who can multi-task and meet deadlines. Open mindedness and creative solutions to the job every day.

What we offer you

At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .

• We offer a…