Financial Services - Customer Tax Operations and Reporting - Tax Senior Analyst - EDGE

About the role

EY EDGE is a dedicated tax and technical services team within the FSO Tax practice. This team operates in a technical environment with deep process and service delivery experience, distinguishing EY in the marketplace.

Responsibilities

• Recognize and identify problem areas and items that need to be addressed or escalated to ensure tax returns, tax research, tax accounting and tax projects are timely and accurately completed.
• Oversee tax processes by coordinating day-to-day interactions with the team, reviewing engagement work product, driving delivery of services to meet deadlines for client deliverables, developing internal team members, and managing the functional efforts of such tax processes.
• Tax Projects including but not limited to implementation of new tax laws, complex analysis of tax methods of accounting as well as tax calculations for compliance purposes.
• Identify complex tax related issues and provide recommended solutions via research and/or position development.
• Lead the preparation and review of complex tax/accounting regulatory and tax compliance with limited supervision.
• Perform research and analysis on related accounting and tax issues.
• Keep knowledge up to date of new tax and accounting developments as well as of EY standard technologies and processes related to job function as a trusted advisor and role model for our people across multiple teams, research tax law issues, provide advice and assistance managing risks across tax compliance and/or advisory services.
• Prepare complex financial closings, tax compliance filings and other business analysis.
• Compile and evaluate moderately complex data, computations, documentation and various tax and accounting technologies.
• Manage client relationships by ensuring data quality, evaluate team performance, resolve issues, and provide suggestions on implementation plans.
• Manage engagements and teams to drive Service Quality across all aspects of delivery.
• Understand opportunity risk in relation to our Scope of Services.
• Support the acquisition of new clients through participation in business pursuit calls and presentations.
• Develop, document, and gain cross functional alignment on processes to support clients and internal teams.
• Develop, document, and gain cross functional alignment on processes to support clients and internal teams.
• Manage communications with client tax liaisons, client trust administration teams and client trust officers to gather required information, to share information to support informed decision-making, and obtain instruction or authorization necessary for timely, accurate production of tax information statements, tax returns and related reporting.
• Build effective long-term relationships and manage workflow effectively with our clients, and understand their unique needs to provide tailored services.
• Manage engagement deliverables and team resources to achieve timely and accurate delivery of tax compliance services while effectively managing engagement economics.

Qualifications

• Bachelor’s degree in Accounting, Finance, Business Administration, Tax, Law, or Economics.
• Licensed attorney, CPA, EA or a certified member of the Institute for Professionals in Taxation.
• Minimum of 5 years of experience in a professional services or tax services organization.
• Strong attention to detail.
• Good written & verbal communication skills.
• Proven conceptual and analytical ability.
• Proficient using Microsoft products such as Excel, Word, and Power Point.
• Experience with financial and tax applications such as Gosystems, Onesource TP, Corp Tax, as required by area of specialism.
• Proficient in the use of various tax and accounting technologies.
• Possess and apply a comprehensive knowledge of accounting and finance principles, practices and procedures to complete moderately complex assignments.
• Willingness to travel as needed, and working in a balanced hybrid environment.

Skills

• The ability to solve complex problems and interpret internal or external business issues and recommend solutions.
• Leadership (advising and providing direction) to others in financial areas of specialization and may coordinate daily work activities or review the work of other teammates.
• Ability to lead projects.
• Employee works independently, with guidance in only the most complex situations.
• Has specialized depth and/or breadth of expertise.
• Primary point of contact for day-to-day client relations for assigned engagements and demonstrate professional discretion by appropriately escalating complex tax and client relationship matters to senior management and subject-matter professionals, coordinating efforts, and managing expectations with regard to timing of response and resolution.
• Manage internal and external client relationships and professional network to support client retention and new business development.
• Manage communications with client tax liaisons, client trust administration teams and client trust officers to gather required information, to share information to support informed decision-making, and obtain instruction or authorization necessary for timely, accurate production of tax information statements, tax returns and related reporting.
• Build effective long-term relationships and manage workflow effectively with our clients, and understand their unique needs to provide tailored services.
• Manage engagement deliverables and team resources to achieve timely and accurate delivery of tax compliance services while effectively managing engagement economics.

Benefits

Base salary range for this role in the US is $76,000 to $125,300. For those living in California, please click here for additional information.

Pay

Base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $91,100 to $142,400.

Schedule

In our team-led and leader-enabled hybrid model, most people in external, client serving roles work together in person 60% of the time over the course of an engagement, project or year. Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.