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 knowledge, skills, and experience to assist clients in achieving their business objectives. You will be part of a team that supports the Customer Tax Operations practice, focusing on the preparation and delivery of tax information reporting, FATCA/CRS reporting, and tax withholding certificate validation.
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 client authorizations and instructions, and manage internal and external communications.
- Manage billing and collections for tax compliance and related services.
- Assist with the reconciliation of customer demographic data, transaction data, and tax information returns to ensure timely and accurate filing of returns.
- Routinely communicate with supervisors and colleagues to obtain guidance, discuss recommendations, and resolve data issues.
Requirements
- Bachelor's degree (Accounting, Business, Finance or equivalent degree preferred)
- 1-2 years of experience
- Proficient in basic computer software applications (Microsoft Word, Excel, 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
- Strong analytical skills and attention to detail
- Ability to prioritize assignments and meet deadlines
- Excellent organizational and verbal/written communication skills
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
- 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
- Applying knowledge of 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 training less experienced team members on administrative tasks and tasks supporting the tax compliance process
Benefits
The base salary range for this role in the US is $58,900 to $97,400. In 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
The base salary range for this role in the US is $58,900 to $97,400. In 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.
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. 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.