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

About the role

EY EDGE offers an opportunity to be at the heart of EY's critical mission to build a better working world. 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).
• Prepare and deliver FATCA/CRS reporting.
• Validate tax withholding certificates (Forms W-8/9).
• Perform reconciliations for engagements with banks, wealth and asset management firms, and insurance companies.
• Manage internal and external communications, including requesting and documenting receipt of client authorizations and instructions.
• Bill and collect for tax compliance and related services.
• Contribute to the reconciliation of customer demographic data, transaction data, and tax information returns to ensure timely and accurate filing.
• Communicate with client tax liaisons, tax compliance teams, and other stakeholders to gather required information and obtain instructions.
• Avoid and resolve reconciliation discrepancies.
• Assist with the training of less experienced team members on administrative tasks and tasks supporting the tax compliance process.

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.
• 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.
• Strong analytical skills and attention to detail.
• The ability to adapt 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.
• Understanding of tax withholding certificates (Forms W-8/W-9) and FATCA/CRS Self Certification forms.
• 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.
• Applying knowledge of basic tax concepts to make decisions and take action to modify tax reporting coding or reporting pertaining transactions and income.
• Communicating with client tax liaisons, tax compliance teams, and other stakeholders to gather required information and obtain instruction or authorization.
• Assisting with the training of less experienced team members on administrative tasks and tasks supporting the tax compliance process.

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

$58,900 to $97,400 (US)

Schedule

Hybrid model with most people in external, client-serving roles expected to work together in person 60% of the time over the course of an engagement, project, or year.

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.