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

About the role

EY EDGE offers an exciting opportunity to join the Financial Services Organization (FSO) team. You will be at the heart of EY’s critical mission to build a better working world by assisting clients in achieving their business objectives.

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 document client authorizations.
• Manage internal and external communications, including requesting and documenting receipt of client authorizations and instructions, as well as other correspondence that is material to the tax compliance process.
• Assist with 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 complete, accurate, and timely filings of those returns.
• Routinely communicate with immediate supervisor and colleagues to obtain guidance and instruction, provide updates on status of work, and discuss recommendations concerning correction of 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 effectively both independently and with a team
• 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

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
• 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
• Assisting with training less experienced team members on administrative tasks and tasks supporting the tax compliance process
• Excellent organizational and verbal/written communication skills

Benefits

Base salary range for this role in all geographic locations in the US is $58,900 to $97,400. Base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $70,800 to $110,500. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography.

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. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography.

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.

Additional Information

EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. 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.