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

About the role

EY EDGE offers an opportunity to join the Financial Services Organization (FSO) team. The FSO is a leader in serving the global financial services marketplace and works closely with a range of clients including banks, wealth and asset management firms, insurance companies, and real estate, hospitality, and construction businesses. The FSO's purpose is to help build a financial services industry where institutions are trusted and thrive, and the global economy is healthy, growing, and secure.

Responsibilities

• Support the Customer Tax Operations practice with the preparation and delivery of tax information reporting (1099/1042-S/8804), FATCA/CRS reporting, tax withholding certificate validation (Forms W-8/9) and related withholding and reporting reconciliations for engagements with banks, wealth and asset management firms and insurance companies.
• Work in a highly collaborative culture, balancing time between multiple projects and responsibilities, and working with multiple engagement teams to serve multiple clients.
• Understand tax withholding certificates (Forms W-8/W-9) and FATCA/CRS Self Certification forms as well as information returns, including the data and information that’s required on the forms or information return for accuracy in tax reporting.
• Manage internal and external communications, including requesting and documenting receipt of client authorizations and instructions, as well as other correspondence that is material to the tax compliance process using the tax software, basic software applications such as Microsoft Word, Excel and Power Point, and proprietary client collaboration tools.
• Communicate with client tax liaisons, tax compliance teams and other stakeholders to gather required information, and obtain instruction or authorization necessary for timely, accurate production of tax information reporting.
• Aid in billing and collections for tax compliance and related services.
• Assist with the reconciliation of customer demographic data, transaction data and tax information returns to achieve complete, accurate and timely filing of those returns; including identifying and resolving reconciliation discrepancies.
• Routinely communicate with immediate supervisor and colleagues to obtain guidance and instruction pertaining to performance of work, provide updates on status of work, and discuss recommendations concerning correction of data issues to support accuracy and consistency in tax reporting.

Requirements

• Bachelor degree (Accounting, Business, Finance or equivalent degree preferred)
• 1–2 years of experience
• Proficient in basic computer software applications, including Microsoft Word, Excel and PowerPoint and ability to learn other software applications
• Working knowledge of 1099/1042-S reporting systems
• Working knowledge of tax compliance and information reporting rules
• Ability to work effectively both independently and with a team, and assist with a variety of projects of varying degrees of complexity
• Leverage knowledge gained through education and on-the-job experience as well internal and external training and coaching to perform essential functions of the job
• Absorb and apply knowledge gained through education and on-the-job experience as well internal and external training and coaching to perform essential functions of the job
• Absorb and apply knowledge gained through education and on-the-job experience as well internal and external training and coaching to perform essential functions of the job
• Absorb and apply knowledge gained through education and on-the-job experience as well internal and external training and coaching to perform essential functions of the job
• Absorb and apply knowledge gained through education and on-the-job experience as well internal and external training and coaching to perform essential functions of the job
• Absorb and apply knowledge gained through education and on-the-job experience as well internal and external training and coaching to perform essential functions of the job
• Absorb and apply knowledge gained through education and on-the-job experience as well internal and external training and coaching to perform essential functions of the job
• Absorb and apply knowledge gained through education and on-the-job experience as well internal and external training and coaching to perform essential functions of the job
• Absorb and apply knowledge gained through education and on-the-job experience as well internal and external training and coaching to perform essential functions of the job
• Absorb and apply knowledge gained through education and on-the-job experience as well internal and external training and coaching to perform essential functions of the job
• Absorb and apply knowledge gained through education and on-the-job experience as well internal and external training and coaching to perform essential functions of the job
• Absorb and apply knowledge gained through education and on-the-job experience as well internal and external training and coaching to perform essential functions of the job
• Absorb and apply knowledge gained through education and on-the-job experience as well internal and external training and coaching to perform essential functions of the job
• Absorb and apply knowledge gained through education and on-the-job experience as well internal and external training and coaching to perform essential functions of the job
• Absorb and apply knowledge gained through education and on-the-job experience as well internal and external training and coaching to perform essential functions of the job
• Absorb and apply knowledge gained through education and on-the-job experience as well internal and external training and coaching to perform essential functions of the job
• Absorb and apply knowledge gained through education and on-the-job experience as well internal and external training and coaching to perform essential functions of the job
• Absorb and apply knowledge gained through education and on-the-job experience as well internal and external training and coaching to perform essential functions of the job
• Absorb and apply knowledge gained through education and on-the-job experience as well internal and external training and coaching to perform essential functions of the job
• Absorb and apply knowledge gained through education and on-the-job experience as well internal and external training and coaching to perform essential functions of the job
• Absorb and apply knowledge gained through education and on-the-job experience as well internal and external training and coaching to perform essential functions of the job
• Absorb and apply knowledge gained through education and on-the-job experience as well internal and external training and coaching to perform essential functions of the job
• Absorb and apply knowledge gained through education and on-the-job experience as well internal and external training and coaching to perform essential functions of the job
• Absorb and apply knowledge gained through education and on-the-job experience as well internal and external training and coaching to perform essential functions of the job
• Absorb and apply knowledge gained through education and on-the-job experience as well internal and external training and coaching to perform essential functions of the job
• Absorb and apply knowledge gained through education and on-the-job experience as well internal and external training and coaching to perform essential functions of the job
• Absorb and apply knowledge gained through education and on-the-job experience as well internal and external training and coaching to perform essential functions of the job
• Absorb and apply knowledge gained through education and on-the-job experience as well internal and external training and coaching to perform essential functions of the job
• Absorb and apply knowledge gained through education and on-the-job experience as well internal and external training and coaching to perform essential functions of the job
• Absorb and apply knowledge gained through education and on-the-job experience as well internal and external training and coaching to perform essential functions of the job
• Absorb and apply knowledge gained through education and on-the-job experience as well internal and external training and coaching to perform essential functions of the job
• Absorb and apply knowledge gained through education and on-the-job experience as well internal and external training and coaching to perform essential functions of the job
• Absorb and apply knowledge gained through education and on-the-job experience as well internal and external training and coaching to perform essential functions of the job
• Absorb and apply knowledge gained through education and on-the-job experience as well internal and external training and coaching to perform essential functions of the job
• Absorb and apply knowledge gained through education and on-the-job experience as well internal and external training and coaching to perform essential functions of the job
• Absorb and apply knowledge gained through education and on-the-job experience as well internal and external training and coaching to perform essential functions of the job
• Absorb and apply knowledge gained through education and on-the-job experience as well internal and external training and coaching to perform essential functions of the job
• Absorb and apply knowledge gained through education and on-the-job experience as well internal and external training and coaching to perform essential functions of the job
• Absorb and apply knowledge gained through education and on-the-job experience as well internal and external training and coaching to perform essential functions of the job
• Absorb and apply knowledge gained through education and on-the-job experience as well internal and external training and coaching to perform essential functions of the job
• Absorb and apply knowledge gained through education and on-the-job experience as well internal and external training and coaching to perform essential functions of the job
• Absorb and apply knowledge gained through education and on-the-job experience as well internal and external training and coaching to perform essential functions of the job
• Absorb and apply knowledge gained through education and on-the-job experience as well internal and external training and coaching to perform essential functions of the job
• Absorb and apply knowledge gained through education and on-the-job experience as well internal and external training and coaching to perform essential functions of the job
• Absorb and apply knowledge gained through education and on-the-job experience as well internal and external training and coaching to perform essential functions of the job
• Absorb and apply knowledge gained through education and on-the-job experience as well internal and external training and coaching to perform essential functions of the job
• Absorb and apply knowledge gained through education and on-the-job experience as well internal and external training and coaching to perform essential functions of the job
• Absorb and apply knowledge gained through education and on-the-job experience as well internal and external training and coaching to perform essential functions of the job
• Absorb and apply knowledge gained through education and on-the-job experience as well internal and external training and coaching to perform essential functions of the job
• Absorb and apply knowledge gained through education and on-the-job experience as well internal and external training and coaching to perform essential functions of the job
• Absorb and apply knowledge gained through education and on-the-job experience as well internal and external training and coaching to perform essential functions of the job
• Absorb and apply knowledge gained through education and on-the-job experience as well internal and external training and coaching to perform essential functions of the job
• Absorb and apply knowledge gained through education and on-the-job experience as well internal and external training and coaching to perform essential functions of the job
• Absorb and apply knowledge gained through education and on-the-job experience as well internal and external training and coaching to perform essential functions of the job
• Absorb and apply knowledge gained through education and on-the-job experience as well internal and external training and coaching to perform essential functions of the job
• Absorb and apply knowledge gained through education and on-the-job experience as well internal and external training and coaching to perform essential functions of the job
• Absorb and apply knowledge gained through education and on-the-job experience as well internal and external training and coaching to perform essential functions of the job
• Absorb and apply knowledge gained through education and on-the-job experience as well internal and external training and coaching to perform essential functions of the job
• Absorb and apply knowledge gained through education and on-the-job experience as well internal and external training and coaching to perform essential functions of the job
• Absorb and apply knowledge gained through education and on-the-job experience as well internal and external training and coaching to perform essential functions of the job
• Absorb and apply knowledge gained through education and on-the-job