Financial Services - Customer Tax Operations and Reporting - Tax Senior

About the role

EY’s Financial Services Organization (FSO) is dedicated to serving the global financial services marketplace. As a Senior in Customer Tax Operations and Reporting, you will support financial institutions and clients in meeting complex regulatory requirements, including FATCA and CRS compliance, indirect tax reporting, and advisory on economic substance laws. You will work closely with colleagues to deliver advice and support throughout the project lifecycle, helping clients understand relevant tax rules and implement changes to their operations, processes, and systems.

Responsibilities

• Perform technical IRW-specific work, including interpreting IRS Code and Treasury Regulations and drafting technical guidance to support information reporting and withholding requirements.
• Conduct detailed tax technical analysis to support client positions and regulatory interpretations specific to IRW matters.
• Contribute to the execution of processes, solutions, and projects, applying sound judgment and selecting appropriate methodologies to inform recommendations.
• Define and execute deliverables, track project status, and maintain engagement economics in a billable role.
• Coordinate the work of junior colleagues and participate in client working sessions, often serving as a workstream member or team lead.
• Develop project management skills, support resource planning, and assist in RFP responses while building strong client relationships.
• 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.

Skills and Attributes for Success

• Strong analytical and decision-making skills, with the ability to manage relationships and communicate with impact.
• Ability to read and interpret IRS Code, regulations, and instructions.
• Strong writing skills for policy and procedure development.
• Capacity to interface with all facets of the business and multitask effectively.
• Project management capability and the ability to work independently with limited supervision.

Requirements

• Bachelor’s degree required (4-year degree).
• Typically, no less than 2–4 years of relevant tax, consulting, or tax operational experience.
• Licensed attorney or CPA preferred.
• Active participation in industry groups such as SIFMA or ABA is a plus.
• Experience interpreting tax rules and implementing them in client-facing, billable roles within a professional services environment.
• Familiarity with local and global regulatory compliance frameworks.
• Experience supporting resource planning and budget tracking.

Pay

The base salary range for this role in all US geographic locations is $81,500 to $178,300. For the New York City Metro Area, Washington State, and California (excluding Sacramento), the range is $116,700 to $202,600. Individual salaries within these ranges are determined by education, experience, skills, and geography.