Financial Services-Wealth and Asset Management - Tax Senior-EDGE client aligned

Location:

Anywhere in country.

EY’s Financial Services EY EDGE Wealth and Asset Management (WAM) practice provides comprehensive and specialized tax assistance tailored to the unique needs of the asset management industry.

EY's FSO EDGE WAM practice provides comprehensive and specialized tax assistance tailored to the unique needs of the asset management industry. You will work alongside our practice office 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.

A senior analyst in FSO EDGE WAM will be responsible for delivering tax compliance and consulting work for clients. The objective is to work alongside practice office professional serving clients, based on their time demands, as one team.

• Support new and existing client relationships
• Provide compliance and consulting delivery services to meet deadlines for client deliverables
• Prepare or detail review complex financial closings, tax compliance filings and other tax related processes or tasks
• Compile and/or evaluate moderately complex data, computations, documentation and various tax and accounting technologies
• Responsible for Service Quality across identified aspects of delivery. Understand opportunity risk in relation to our Scope of Services
• Develop, document, and gain cross functional alignment on processes to support processes and internal teams
• Demonstrate deep technical excellence in specific offerings and broaden technical skills across capabilities
• Maintain internal network by providing technical assistance to others within EY in area of expertise
• Provide professional direction and day-to-day supervision to staff members
• Review and evaluate the work of staff members to ensure accuracy, completeness, and compliance with relevant tax laws and regulations
• Provide effective leadership, formal and informal feedback, and coaching to staff

• Experience identifying tax related issues and developing recommended solutions via research and/or position development
• Experience interacting with clients on a regular basis in the delivery of services
• Experience managing team members delivering tax consulting and compliance projects for clients
• Demonstrate a significant degree of independent judgment to identify potential issues and opportunities for tax planning and provide appropriate recommendations
• Ability to break down tax projects into manageable components, analyze relevant information, and formulate client‑centric solutions that comply with relevant laws and regulations
• Ability to manage multiple work assignments and deadlines simultaneously
• Demonstrate a high level of professional ethics and integrity while managing sensitive or confidential client information

• Bachelor’s degree in Accounting, Finance, Business Administration, Tax, Law, or Economics
• A minimum of 2-3 years of relevant tax experience or equivalent experience in the financial services industry
• Broad exposure to federal income taxation and exposure to state and local tax
• Excellent teaming, leadership, organizational, and verbal/written communication skills

• Familiarity with the financial services industry
• Certified Public Accountant (CPA), Enrolled Agent (EA) or licensed attorney

We’re interested in tax professionals with a genuine interest in providing outstanding services to some of the world’s most influential people. Working with people from all backgrounds, from executives and entrepreneurs to investors and families, you’ll use your experience and status as a trusted advisor to maintain and further our reputation for excellence.

• We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $76,000 to $125,300. The base salary range for…