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

About the role

EY EDGE is a dedicated tax and technical services practice within the Financial Services Organization (FSO) at Ernst & Young. 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 needing to be addressed or escalated to ensure timely and accurate completion of tax returns, tax research, tax accounting, and tax projects.
• Oversee tax processes by coordinating day-to-day interactions with the team, reviewing engagement work product, driving delivery of services to meet deadlines, developing internal team members, and managing the functional efforts of such processes.
• Lead the preparation and review of complex tax/accounting regulatory and tax compliance, providing recommended solutions via research and/or position development.
• Perform research and analysis on related accounting and tax issues, keeping knowledge up to date of new tax and accounting developments and EY standard technologies and processes.
• Manage client relationships by ensuring data quality, evaluating team performance, resolving issues, and providing suggestions on implementation plans.
• Manage engagements and teams to drive Service Quality across all aspects of delivery, understanding opportunity risk in relation to Scope of Services.
• Sustain effective long-term relationships with clients and manage workflow effectively to support client retention and new business development.
• Support the acquisition of new clients through participation in business pursuit calls and presentations, documenting and gaining 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, 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.
• Provide effective leadership, feedback, and coaching to team members, mentor/coach team members to develop technical and leadership capabilities.
• 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, evaluating team performance, resolving issues, and providing suggestions on implementation plans.
• 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.
• Manage communications with client tax liaisons, client trust administration teams, and client trust officers to gather required information, 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 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 and good written & verbal communication skills.
• Prominent conceptual and analytical ability.
• Proficient using Microsoft products such as Excel, Word, and PowerPoint.
• 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 work 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.
• Specialized depth and/or breadth of expertise.
• Primary point of contact for day-to-day client relations for assigned engagements and demonstrates 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, 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.
• 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.
• Mentor/coach team members to develop technical and leadership capabilities.
• 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, evaluating team performance, resolving issues, and providing suggestions on implementation plans.
• 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.
• Manage communications with client tax liaisons, client trust administration teams, and client trust officers to gather required information, 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.
• 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.
• Manage communications with client tax liaisons, client trust administration teams, and client trust officers to gather required information, 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.
• 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.
• Manage communications with client tax liaisons, client trust administration teams, and client trust officers to gather required information, 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.
• 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.
• Manage communications with client tax liaisons, client trust administration teams, and client trust officers to gather required information, 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.
• 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.
• Manage communications with client tax liaisons, client trust administration teams, and client trust officers to gather required information, 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.
• 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.
• Manage communications with client tax liaisons, client trust administration teams, and client trust officers to gather required information, 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.
• 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.
• Manage communications with client tax liaisons, client trust administration teams, and client trust officers to gather required information, 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.
• 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.
• Manage communications with client tax liaisons, client trust administration teams, and client trust officers to gather required information, 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