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, focusing on assisting clients with tax operations. This role involves preparing and delivering tax information reporting, FATCA/CRS reporting, and tax withholding certificate validation.

Responsibilities

• Support the Customer Tax Operations practice with the preparation and delivery of tax information reporting (1099/1042-S/8804).
• Prepare and validate tax withholding certificates (Forms W-8/W-9).
• Perform tax withholding reconciliations for engagements with banks, wealth and asset management firms, and insurance companies.
• Collaborate with client tax liaisons, tax compliance teams, and other stakeholders to gather required information and obtain client authorizations.
• Manage internal and external communications, including requesting and documenting receipt of client authorizations and instructions.
• Assist with billing and collections for tax compliance and related services.
• Conduct reconciliation of customer demographic data, transaction data, and tax information returns to ensure timely and accurate filing of returns.
• Communicate with immediate supervisor and colleagues to obtain guidance and instruction, and discuss recommendations concerning correction of data issues.
• Avoid prioritizing assignments to achieve appropriate workflow and timely production of client deliverables.

Requirements

• Bachelor's degree in Accounting, Business, Finance, or a related field.
• 1-2 years of relevant experience.
• Proficiency in basic computer software applications, including Microsoft Word, Excel, and PowerPoint.
• Working knowledge of 1099/1042-S reporting systems.
• Understanding of tax withholding certificates (Forms W-8/W-9) and FATCA/CRS Self Certification forms.
• Knowledge of tax compliance and information reporting rules.
• Ability to work independently and with a team, assist with a variety of projects of varying degrees of complexity.
• Strong analytical skills and attention to detail.
• The ability to adapt work style to work with both internal and client team members.
• Proficiency in trust tax software.

Qualifications

• Experience in a professional services environment.
• Experience in information reporting and withholding tax laws and concepts.
• Experience with tax withholding validation and complete tax withholding certificates.
• Experience with FATCA/CRS reporting templates.

Skills

• Timely, efficient, and accurate support of the production of information reporting in a volume-driven environment within deadline-driven time frames.
• Understanding of tax withholding certificates (Forms W-8/W-9) and FATCA/CRS Self Certification forms.
• Understanding of vendor and client systems that support a tax operations function.
• Analyzing bridged customer data and transaction information to identify potential errors and omissions.
• Applying knowledge of basic tax concepts to make decisions and take action to modify tax reporting coding or reporting pertaining transactions and income.
• Managing internal and external communications, including requesting and documenting receipt of client authorizations and instructions.
• Communicating with client tax liaisons, tax compliance teams, and other stakeholders to gather required information and obtain instruction or authorization.
• Assisting with billing and collections for tax compliance and related services.
• Assisting with reconciliation of customer demographic data, transaction data, and tax information returns to achieve complete, accurate, and timely filing of those returns.
• Identifying and resolving reconciliation discrepancies.
• Routinely communicating with immediate supervisor and colleagues to obtain guidance and instruction, provide updates on status of work, and discuss recommendations concerning correction of data issues.
• Prioritizing assignments to achieve appropriate workflow and timely production of client deliverables.
• Excellent organizational and verbal/written communication skills.
• The ability to follow a standardized process and ask questions when needed.
• A proven record in information reporting and withholding tax laws and concepts.

Benefits

Base salary range for this role in the US is $58,900 to $97,400. For the New York City Metro Area, Washington State, and California (excluding Sacramento), the range is $70,800 to $110,500. Individual salaries are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills, and geography.

Pay

Base salary range for this role in the US is $58,900 to $97,400. For the New York City Metro Area, Washington State, and California (excluding Sacramento), the range is $70,800 to $110,500. Individual salaries are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills, and geography.

Schedule

Our expectation is for most people in external, client-serving roles to work together in person 60% of the time over the course of an engagement, project, or year. Employees are also granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support their physical, financial, and emotional well-being.