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 For Success
- Strong analytical skills.
- The ability to manage relationships.
- A commitment to driving outcomes.
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.
- 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.
IDEAL CANDIDATES
- 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.
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.
Benefits
Our total rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
Equal Opportunity Employer
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.