FY27 - Financial Services - Wealth and Asset Management - Tax Senior Analyst - EDGE client aligned
At EY, we’re committed to shaping your future with confidence. Join us and help build a better working world through a globally connected, diverse team.
About the role
EY’s Financial Services Organization (FSO) is dedicated to serving the global financial services marketplace. Our purpose is to help build a trusted financial services industry where institutions flourish and the global economy thrives. As part of the FSO EDGE (Exceptional Delivery and Growth Engine) practice, the Wealth and Asset Management (WAM) team provides specialized tax technical services to U.S. and global clients in the asset management industry.
In this role as a senior analyst, you’ll collaborate with experienced professionals on hedge fund, private equity, and mutual fund taxation, including structuring, tax planning, and advisory services.
Responsibilities
- Support new and existing client relationships.
- Provide compliance and consulting delivery services to meet deadlines for client deliverables.
- Prepare or detail-review complex financial closings, tax compliance filings, and other tax-related processes or tasks.
- Compile and/or evaluate moderately complex data, computations, documentation, and various tax and accounting technologies.
- Ensure service quality across identified aspects of delivery and understand opportunity risk in relation to scope of services.
- Develop, document, and gain cross-functional alignment on processes to support internal teams.
- Provide professional direction and day-to-day supervision to staff members, including review and evaluation of their work.
- Maintain an internal network by providing technical assistance to others within EY in your area of expertise.
- Demonstrate deep technical excellence in specific offerings and broaden technical skills across capabilities.
Requirements
- Bachelor’s degree in Accounting, Finance, Business Administration, Tax, Law, or Economics.
- A minimum of 2–3 years of relevant tax experience or equivalent experience in the financial services industry.
- Broad exposure to federal income taxation and exposure to state and local tax.
- Excellent teaming, leadership, organizational, and verbal/written communication skills.
Preferred Qualifications
- Familiarity with the financial services industry.
- Certified Public Accountant (CPA), Enrolled Agent (EA), or licensed attorney.
Benefits
- Comprehensive compensation and benefits package, including medical and dental coverage, pension, and 401(k) plans.
- Flexible vacation policy, allowing you to decide how much vacation time you need based on personal circumstances.
- Paid time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence.
Pay
The base salary range for this job in all geographic locations in the US is $81,900 to $135,100. The base salary range for New York City Metro Area, Washington State, and California (excluding Sacramento) is $98,400 to $153,600. Individual salaries are determined by factors including education, experience, knowledge, skills, and geography.
Schedule
Join us in our team-led and leader-enabled hybrid model. 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.