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. You will be at the heart of EY's mission to build a better working world by providing exceptional services to clients in the financial services industry.

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 withholding and reporting 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 (Accounting, Business, Finance or equivalent degree preferred)
• 1-2 years of experience
• Proficient in basic computer software applications, including Microsoft Word, Excel, and PowerPoint
• Working knowledge of 1099/1042-S reporting systems
• Working 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
• Leverage knowledge gained through education and on-the-job experience as well internal and external training and coaching to perform essential functions of the job
• Excellent organizational and verbal/written communication skills
• The ability to adapt your work style to work with both internal and client team members
• A 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 established by governmental agencies and as dictated by the performance standards set forth by the practice’s clients
• Balancing time between multiple projects and responsibilities, working with multiple engagement teams to serve multiple clients
• Understanding of tax withholding certificates (Forms W-8/W-9) and FATCA/CRS 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
• 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 applying knowledge of basic tax concepts to make decisions and take action to modify tax reporting coding or reporting pertaining transactions and income to support accuracy in tax reporting
• 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, we offer a comprehensive compensation and benefits package, including:

• Base salary range: $58,900 to $97,400 in all geographic locations in the US, and $70,800 to $110,500 in the New York City Metro Area, Washington State, and California (excluding Sacramento)
• Pension and 401(k) plans
• A wide range of paid time off options
• Flexible vacation policy
• Winter/Summer breaks
• Personal/Family Care
• Other leaves of absence

Pay

The base salary range for this role in all geographic locations in the US is $58,900 to $97,400. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) 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 physical, financial, and emotional well-being.

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. We look for individuals who can work effectively both independently and with a team, and assist with a variety of projects of varying degrees of complexity.

Equal Opportunity Employer

EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com.