Financial Services - Customer Tax Operations and Reporting - Tax Senior

About the role

EY’s Financial Services Organization (FSO) Business Tax Advisory practice focuses on US Tax – Information Reporting & Withholding. You will work in a group environment on challenging information reporting and withholding engagements across all financial services sectors, specializing in operational tax issues and customer reporting issues. You will collaborate with colleagues to advise clients on relevant tax rules and implement changes to their operations, processes, and systems.

The IRW team works on engagements dealing with non-resident alien (NRA) withholding and reporting (IRC Sections 1441 to 1446), domestic withholding and reporting matters, cost basis reporting, and other global compliance and reporting initiatives. As you progress, you will become a trusted business advisor, mentored by nationally recognized tax professionals.

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.
• Be accountable for meeting performance objectives and metrics, including client service, quality and risk management, sales and business growth, and solution development.
• Define and execute deliverables, track project status, and maintain engagement economics.
• Travel may be required to meet client needs; 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.
• Make decisions based on broad policies, applying personal knowledge and experience to resolve issues.
• 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 and more direct supervision on new or non-recurring assignments.

Skills and Attributes for Success

• Deliver high-quality work, apply critical thinking, and collaborate effectively.
• Demonstrate strong analytical and decision-making skills, as well as the ability to manage relationships and communicate with impact.
• Contribute to the delivery of processes, solutions, and projects by delivering agreed activities and applying judgment to inform recommendations.
• Meet performance objectives and metrics set locally, including client service, quality and risk management, sales and business growth, solution development, and teaming.
• Define and execute deliverables, track deliverable completion and project status, and maintain reports for engagement economics.
• 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 the business.
• Capability for multitasking and project management.

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.
• Ability to understand and implement tax rules.
• Demonstrated interest in tax information reporting and withholding work in Chapter 3, Chapter 4, and Chapter 61.
• Experience in a client-facing, billable role within a professional services environment.
• Familiarity with local and global regulatory compliance frameworks.
• Demonstrated ability to work independently with limited supervision.
• Experience supporting resource planning and budget tracking.

Pay

The base salary range for this job in all US geographic locations is $81,500 to $178,300. The base salary range for the 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.

Schedule

This role follows a team-led and leader-enabled hybrid model, with an expectation of working in person 60% of the time over the course of an engagement, project, or year.

EY offers a flexible vacation policy where employees decide how much vacation time is needed based on personal circumstances. Paid time off includes designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence to support physical, financial, and emotional well-being.