Financial Services - Customer Tax Operations and Reporting - Tax Services Analyst- EDGE
About the role
EY EDGE offers an exciting opportunity to join the Financial Services Organization (FSO) team. This role involves preparing and delivering tax information reporting, FATCA/CRS reporting, and tax withholding certificate validation for clients in banking, wealth and asset management, insurance, and real estate industries.
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-8/9)
- 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 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
- Experience with 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
- Knowledge gained through education and on-the-job experience as well as internal and external training and coaching
- Excellent organizational and verbal/written communication skills
- The ability to prioritize assignments to achieve appropriate workflow and timely production of client deliverables
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
- 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
- Vendor and client systems that support an tax operations function
- Analyzing bridged customer data and transaction information to identify potential errors and omissions
- 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 training less experienced team members on administrative tasks and tasks supporting the tax compliance process
- Adapting work style to work with both internal and client team members
- Proficiency in trust tax software
Benefits
Base salary range for this role in the US is $58,900 to $97,400. For those living in California, 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. EY offers a comprehensive compensation and benefits package, including 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 role in the US is $58,900 to $97,400. For those living in California, 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 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.