Financial Services - Tax - Wealth and Asset Management - Senior

The opportunity

• EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry – the Financial Services Organization (FSO).
• We work side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction.
• Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing, and secure.

Key Responsibilities

• Implementing and optimizing tax compliance and reporting processes to meet business strategy and increase efficiency.
• Serving as a point of contact for clients on tax compliance and advisory work for clients in domestic federal, international, and state and local taxation.
• Supporting the development of governance and compliance frameworks.
• Providing tax compliance and reporting support, including tax provision and reform calculations.

Skills and Attributes

• Strong analytical skills, the ability to manage relationships, and a commitment to driving outcomes.
• Technical knowledge in the asset management tax area, including 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.
• Experience with tax reform calculations.
• Familiarity with global compliance requirements.
• Experience with tax technology solutions.
• Knowledge of tax controversy matters.

Qualifications

• 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.

Pay

• 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.

Schedule

• Most people in external, client serving roles work together in person 60% of the time over the course of an engagement, project or year.
• Individuals are granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support their physical, financial, and emotional well-being.