Financial Services - Customer Tax Operations and Reporting - Tax Services Analyst- EDGE
About the role
EY EDGE offers a dynamic environment where you can apply your skills and contribute to the success of our clients. This role is within the Financial Services Organization (FSO), focusing on tax operations, particularly in preparing and delivering tax information reporting 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 reconciliations for engagements with banks, wealth and asset management firms and insurance companies.
- Collaborate with team members and clients to gather required information, obtain client authorizations and 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 required information and obtain 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.
- 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, 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.
- 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.
- Managing internal and external communications, including requesting and documenting receipt of client authorizations and instructions.
- Assisting with billing and collections for tax compliance and related services.
- 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 for this role in the US is $58,900 to $97,400. For 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 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.
Benefits
- Medical and dental coverage.
- Pension plan.
- 401(k) plan.
- Flexible vacation policy.
- Designated EY Paid Holidays.
- Winter/Summer breaks.
- Personal/Family Care.
- Other leaves of absence.
What We Look For
We're interested in tax professionals with a genuine interest in providing outstanding services to some of the world's most influential people. Working with people from all backgrounds, from executives and entrepreneurs to investors and families, you'll use your experience and status as a trusted advisor to maintain and further our reputation for excellence.
What We Offer
- Comprehensive compensation and benefits package.
- Development of future-focused skills and equipment.
- Flexible vacation policy.
- Hybrid model with most people in external, client serving roles working together in person 60% of the time over the course of an engagement, project or year.
- Equal employment opportunities.
- Reasonable accommodation for candidates with disabilities.
Additional Information
EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.