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

EY · St Louis, MO · 1 wk ago

On-siteFinance$59k–$97k/yrFull-time

About the role

EY EDGE offers an opportunity to be at the heart of EY’s critical mission to build a better working world by assisting clients in achieving their business objectives. This role supports the Customer Tax Operations practice with the preparation and delivery of tax information reporting, FATCA/CRS reporting, tax withholding certificate validation, and related reconciliations.

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 and apply knowledge of tax withholding certificates (Forms W-8/W-9) and FATCA/CRS Self Certification forms, as well as information returns, including the data and information 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 engagement team with 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.

Qualifications

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 assist with training less experienced team members on administrative tasks and tasks supporting the tax compliance process
Excellent organizational and verbal/written communication skills
The ability to adapt your work style to work with both internal and client team members
A proficiency in trust tax software

Skills

Timely, efficient and accurate support of the production of information reporting in a volume-driven environment within deadline-driven time frames established by governmental agencies and as dictated by the performance standards set forth by the practice’s clients
Balancing time between multiple projects and responsibilities, working with multiple engagement teams to serve multiple clients
Understanding of 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
Understanding of vendor and client systems that support an tax operations function
Analyzing bridged customer data and transaction information to identify potential errors and omissions and applying knowledge of basic tax concepts to make decisions and take action to modify tax reporting coding or reporting pertaining transactions and income to support accuracy in tax reporting
Managing 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
Communicating 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
Affordability of the base salary range for this job in all geographic locations in the US is $58,900 to $97,400. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $70,800 to $110,500. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography.

Benefits

Our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.

Pay

The base salary range for this job in all geographic locations in the US is $58,900 to $97,400. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $70,800 to $110,500. 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

Most people in external, client serving roles work together in person 60% of the time over the course of an engagement, project or year.

Equal Opportunity Employer

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.