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.
• 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.
• A commitment to driving outcomes.
• Solid technical knowledge in the asset management tax area.
• 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.

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. 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

In our team-led and leader-enabled hybrid model, most people in external, client serving roles work together in person 60% of the time over the course of an engagement, project or year. 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.