Financial Services - Tax - Wealth and Asset Management - Senior

EY · Providence, RI · 3 days ago

On-site$91k–$150k/yrFull-time

About the role

EY's FSO tax practice provides comprehensive and specialized tax assistance tailored to the unique needs of the asset management industry. You would join our tax professionals who are knowledgeable and experienced with varied and specialized facets of hedge fund, private equity fund and mutual fund taxation, including fund and organizational structuring, tax minimization planning, on-call advice, and tax compliance.

Responsibilities

Implementing and optimizing tax compliance and reporting processes to meet business strategy and increase efficiency.
Serving as a point of contact for clients regarding tax compliance and reporting.
Supporting the development of governance and compliance frameworks.
Providing tax compliance and reporting support, including tax provision and reform calculations.

Requirements

Bachelor’s degree required (4-year degree).
No less than 2 - 4 years relevant experience or equivalent experience in the financial services industry.
CPA license or a licensed Attorney is required or the ability to achieve one of these certifications.
Familiarity with the financial services industry gained through direct involvement with managed investment vehicles.
Broad exposure to federal income taxation and exposure to state and local tax.
Demonstrated expertise in tax compliance and reporting requirements.
Awareness of finance compliance and regulation.
Understanding of global compliance requirements.
Experience with tax reform calculations.
Familiarity with outsourcing/co-sourcing models.
Proficiency in data analysis and interpretation.
Knowledge of tax controversy matters.
Experience with tax technology solutions.
Understanding of tax accounting and tax provisions.
Skills in process transformation.
Application of accounting principles and standards.
Ability to analyze tools and applications.
Data visualization and storytelling capabilities.
Building and managing relationships.
Establishing client trust and value.
Communicating with impact.
Emotional agility.
Hybrid collaboration skills.
Complex problem-solving abilities.
Critical thinking.
Driving outcomes.
Learning agility.
Commercial acumen.
Leading teams.

Qualifications

Experience in client-facing roles or consulting environments.
Familiarity with global tax compliance frameworks.
Exposure to advanced tax technology platforms.
Experience working in diverse, multicultural teams.

Skills

Analytical/Decision Making Responsibilities: Make decisions based on broad policies, applying personal knowledge and precedents to guide resolutions.
Implement procedures and guidelines, often working on complex issues requiring in-depth evaluation.
Provide general guidance to others newer to the role or at a lower level.

Benefits

The base salary range for this job in all geographic locations in the US is $91,100 to $150,200. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $109,400 to $170,600. 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

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. Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own 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.