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, update status, and discuss recommendations for correcting data issues.
• Train less experienced team members on administrative tasks and tasks supporting the tax compliance process.

Requirements

• Bachelor's degree in Accounting, Business, Finance, or a related field.
• 1-2 years of experience in a professional services environment.
• 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.
• Strong analytical skills and attention to detail.
• The ability to adapt work style to work with both internal and client team members.
• A proficiency in trust tax software.

Qualifications

• Experience in a professional services environment.
• Proven record in information reporting and withholding tax laws and concepts.
• Experience with tax withholding validation and complete tax withholding certificates.
• Experience with FATCA/CRS reporting templates.

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.
• 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 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.
• Assisting with training less experienced team members on administrative tasks and tasks supporting the tax compliance process.
• Exhibiting excellent organizational and verbal/written communication skills.
• Using prioritization to achieve appropriate workflow and timely production of client deliverables.

Benefits

At EY, we offer a comprehensive compensation and benefits package, including a base salary range of $58,900 to $97,400 in the US, and $70,800 to $110,500 in the New York City Metro Area, Washington State, and California (excluding Sacramento). 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 base salary 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. Additionally, you'll 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.

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 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.