Financial Services - Customer Tax Operations and Reporting - Tax Services Analyst- EDGE
About the role
EY EDGE offers a unique opportunity to join the Financial Services Organization (FSO) team. This role involves preparing and delivering tax information reporting, FATCA/CRS reporting, tax withholding certificate validation, and related reconciliations for various clients.
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 tax withholding and reporting
- Manage internal and external communications
- Assist with billing and collections
- Contribute to the reconciliation of customer demographic data, transaction data, and tax information returns
- Communicate with client tax liaisons, tax compliance teams, and other stakeholders
- Train less experienced team members on administrative tasks and tasks supporting the tax compliance process
Requirements
- Bachelor's degree (Accounting, Business, Finance or equivalent)
- 1-2 years of relevant experience
- Proficiency in basic computer software applications (Microsoft Word, Excel, PowerPoint)
- Working knowledge of 1099/1042-S reporting systems
- Knowledge of tax compliance and information reporting rules
- Ability to work independently and as part of a team
- Strong analytical skills and attention to detail
- Excellent organizational and verbal/written communication skills
Skills
- Timely, efficient, and accurate support of information reporting
- Understanding of tax withholding certificates (Forms W-8/W-9) and FATCA/CRS Self Certification forms
- Ability to analyze bridged customer data and transaction information
- Knowledge of basic tax concepts to make decisions and take action on tax reporting
- Experience with tax withholding validation and complete tax withholding certificates
- Experience with FATCA/CRS reporting templates
- Ability to prioritize assignments and manage workflow
- Ability to communicate with client tax liaisons, tax compliance teams, and other stakeholders
Benefits
The 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 based on a variety of factors including education, experience, and location.
Pay
$58,900 - $97,400 (US) $70,800 - $110,500 (New York City Metro Area, Washington State, and California excluding Sacramento)
Schedule
Hybrid model with in-person work expected 60% of the time over the course of an engagement, project, or year.
Additional Information
Learn more about EY's commitment to diversity, inclusion, and ethical standards. EY is committed to providing reasonable accommodation to qualified individuals with disabilities. For those living in California, please click here for additional information.