Financial Services - Customer Tax Operations and Reporting - Tax Senior

The opportunity

Our Business Tax Advisory practice offers you the chance to focus on US Tax - Information Reporting & Withholding. You will work in a team environment on challenging information reporting and withholding engagements across all financial services sectors.

You will assist clients with mission-critical operational tax issues and customer reporting issues. Specifically, our experienced practitioners work across tax and operations to deliver advice and support throughout the project lifecycle.

• Work closely with colleagues to assist clients in understanding relevant tax rules and implementing changes to their operations, processes, and systems.
• Work on engagements dealing with the FATCA, cost basis reporting, and various other global compliance and reporting initiatives, such as Common Reporting Standards (CRS).
• Develop into a trusted business advisor to your clients.
• Benefit from being led and mentored by nationally recognized tax professionals who include some of the firm’s most senior tax talent.
• Participate in virtual training, update calls, and in-person trainings to develop technical skills and learn about new areas of the law.
• Gain experience managing IRW requirements within large to medium size companies.

Skills and Attributes

• Ability to read and interpret IRS Code, regulations, and instructions.
• Strong writing skills for policy and procedure writing.
• Ability to interface with all facets of our business.
• Multitasking and project management capability.
• Creative problem-solving and strong critical thinking skills.

Qualifications

• A Bachelor's degree from an accredited college/university.
• J.D., LL.M. in Taxation, or Master's in Taxation (MST) preferred.
• A minimum of 2 years of relevant tax consulting or tax operational experience.
• Licensed attorney or CPA, or the ability to obtain one of these designations.
• 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.

What We Look For

• Strong organizational skills and a proven record of multitasking and working effectively across multiple projects and deadlines.
• Great communication and leadership skills.
• Thrives in an exciting and growing team environment.

What 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 role in all geographic locations in the US is $97,300 to $178,300.
• The base salary range for New York City Metro Area, Washington State, and California (excluding Sacramento) is $116,700 to $202,600.
• Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills, and geography.
• In addition to a competitive salary, we offer a comprehensive benefits package including medical and dental coverage, pension, and 401(k) plans, and a wide range of paid time off options.
• We embrace a flexible vacation policy where you’ll decide how much vacation time you need based on your personal circumstances.
• We provide 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.

Equal Employment Opportunity

EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com.