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 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), FATCA/CRS reporting, tax withholding certificate validation (Forms W-8/9) and related reconciliations for engagements with banks, wealth and asset management firms and insurance companies.
• Collaborate with team members and clients to gather required information, obtain instructions, and manage internal and external communications.
• Manage billing and collections 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 of returns.
• Communicate with client tax liaisons, tax compliance teams, and other stakeholders to gather necessary information and instructions.
• Avoid data issues to support accuracy and consistency in tax reporting.

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.
• Knowledge of tax compliance and information reporting rules.
• Ability to work independently and with a team, and 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.

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 as well as information returns.
• 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 apply 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 necessary for timely, accurate production of tax information reporting.
• Assisting with training less experienced team members on administrative tasks and tasks supporting the tax compliance process.
• Excellent organizational and verbal/written communication skills.

Benefits

Base salary range: $58,900 to $97,400 (all geographic locations in the US) / $70,800 to $110,500 (New York City Metro Area, Washington State and California (excluding Sacramento)).

Comprehensive compensation and benefits package including medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.

Flexible vacation policy allowing you to decide how much vacation time you need based on your personal circumstances.

Hybrid model enabling 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.

Additional benefits include EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your well-being.