Financial Services - Customer Tax Operations and Reporting - Tax Services Analyst- EDGE

EY · Indianapolis, IN · 1 wk ago

On-siteFinance$59k–$97k/yrFull-time

About the role

EY EDGE offers an exciting opportunity to join the Financial Services Organization (FSO) team. You will be part of a dynamic group of professionals who help clients navigate complex challenges and thrive in a rapidly changing 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 client authorizations and 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 required information and obtain instructions.
Avoid data issues to support accuracy and consistency in tax reporting.

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
Strong analytical skills and attention to detail
Ability to prioritize assignments and produce timely client deliverables

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
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
Communicating with client tax liaisons, tax compliance teams and other stakeholders to gather required information, and obtain instruction or authorization necessary for timely, accurate production of tax information reporting
Assist engagement team with reconciliation of customer demographic date, transaction data and tax information returns to achieve complete, accurate and timely filing of those returns; including 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
Assist with training less experienced team members on administrative tasks and tasks supporting the tax compliance process
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

Qualifications

Experience in a professional services environment
Experience in information reporting and withholding tax laws and concepts required to prepare US federal and state information and withholding tax returns
Experience with tax withholding validation and complete tax withholding certificates
Experience with FATCA/CRS reporting templates
Strong analytical skills and attention to detail

Benefits

Base salary range: $58,900 to $97,400 (US) / $70,800 to $110,500 (California)

Comprehensive compensation and benefits package including medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.

Flexible vacation policy allowing you to decide how much vacation time you need based on your personal circumstances.

Hybrid model enabling 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.

Additional benefits include:

Winter/Summer breaks
Personal/Family Care
Other leaves of absence when needed

Pay