Financial Services - Customer Tax Operations and Reporting - Tax Senior

Job :
New York, NY, US, Salary: $81,500 - $178,300

Job Function:
Business Tax Services (BTS)

Employer:

EY Global Services Apply by:
Company: EY

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 opportunityEY 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.

• 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.
• You will contribute to the execution of processes, solutions, and projects, applying sound judgment and selecting appropriate methodologies to inform recommendations.
• Make decisions based on broad policies, applying personal knowledge and experience to resolve issues.
• Implement procedures and guidelines, often working on complex issues requiring in-depth evaluation of variable factors.
• Provide general guidance to others newer to the role or at a lower level, with limited supervision on day-to-day work and more direct supervision on new or non-recurring assignments.

Success in this role will be driven by your ability to deliver high-quality work, apply critical thinking, and collaborate effectively. You will need to demonstrate strong analytical and decision-making skills, as well as the ability to manage relationships and communicate with impact. Responsible for contributing to the delivery of processes, solutions, and projects by delivering agreed activities and applying judgment to inform recommendations.

Accountable for meeting personal targets that impact the immediate team. May help coordinate the work of junior colleagues or team members. Meets performance objectives and metrics set locally, including client service, quality and risk management, sales and business growth, solution development, and teaming. Defines and executes deliverables, tracks deliverable completion and project status, and maintains reports for engagement economics.

• Ability to read and interpret IRS Code, regulations and instructions
• Strong writing skills for policy and procedure writing is a must
• Ability to interface with all facets of our business
• Ability to multitasking and project management capability
• Bachelor's degree required (4-year degree)
• Typically, no less than 2 - 4 years relevant tax, consulting, or tax operational experience
• Be a licensed attorney or CPA
• Ideally, you'll also have Active participation in industry groups such as SIFMA, ABA, IIB
• The ability to understand and implement tax rules
• A demonstrated interest in tax information reporting and withholding work in Chapter 3, Chapter 4 and Chapter 61 or some experience working with these matters
• Experience in a client-facing, billable role within a professional services environment
• Familiarity with local and global regulatory compliance frameworks
• Demonstrated ability to work independently with limited supervision
• Experience supporting resource planning and budget…