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 operations, specifically in preparing and delivering 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), 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.
• Assist with the training of less experienced team members on administrative tasks and tasks supporting the tax compliance process.

Requirements

• Bachelor's degree (preferably in Accounting, Business, Finance or a related field)
• 1-2 years of relevant experience
• Proficiency in basic computer software applications (Microsoft Word, Excel, 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 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 the production of information reporting in a volume-driven environment
• 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 a 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
• Assisting with the training of less experienced team members on administrative tasks and tasks supporting the tax compliance process
• Assisting with the reconciliation of customer demographic data, transaction data and tax information returns to achieve complete, accurate and timely filing of those returns
• Identifying and resolving reconciliation discrepancies
• Routinely communicating with immediate supervisor and colleagues to obtain guidance and instruction pertaining to performance of work, provide updates on status of work, and discuss recommendations concerning correction of data issues to support accuracy and consistency in tax reporting

Benefits

At EY, you'll benefit from a comprehensive compensation and benefits package, including a competitive base salary ranging from $58,900 to $97,400, depending on location. Additionally, you'll enjoy a flexible vacation policy, a wide range of paid holidays, and generous leave policies to support your well-being.

Pay

The base salary range for this role in all geographic locations 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.

Schedule

We offer a flexible vacation policy where you decide how much vacation time you need based on your personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your well-being.

What We Look For

We're looking for tax professionals with a genuine interest in providing outstanding services to some of the world's most influential people. With a focus on high ethical standards and integrity, we expect all candidates to demonstrate these qualities.

Equal Opportunity Employer

EY is committed to providing reasonable accommodation to qualified individuals with disabilities. If you need assistance applying online or need to request an accommodation during any part of the application process, please contact us at ssc.customersupport@ey.com.