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 regarding tax compliance and advisory work for clients.
• 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.

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.

What We Look For

• Top performers who demonstrate analytical rigor, adaptability, and a collaborative spirit.
• The ideal candidate is proactive, eager to learn, and able to navigate complex challenges with professionalism and integrity.
• Strong communication skills and the ability to build trust with clients are essential.

What We Offer

• A comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business.
• The base salary range for this job in all geographic locations in the US is $91,100 to $150,200.
• In the New York City Metro Area, Washington State and California (excluding Sacramento), the base salary range 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.
• In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
• We offer a flexible vacation policy, where 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.

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.