EY
Financial Services - Global Compliance and Reporting - Private Equity - Tax Seni
EY, Jericho, New York, United States, 11753
Overview
Financial Services - Global Compliance and Reporting - Private Equity - Tax Senior Locations: New York City, Hoboken, Iselin, Jericho, Birmingham, Miami, Boca Raton, San Francisco, San Jose. At EY, we are committed to shaping your future with confidence. EY serves the global financial services marketplace through the Financial Services Organization (FSO). We help build a better working world by solving complex challenges for clients across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. The opportunity: EY’s FSO tax practice provides comprehensive tax assistance tailored to the asset management industry, including fund and organizational structuring, tax minimization planning, on-call advice, and tax compliance. You would join our tax professionals with experience in hedge fund, private equity fund, and mutual fund taxation.
Your Key Responsibilities
As a senior in the Wealth & Asset Management practice, be responsible for tax compliance and advisory work for clients.
Work with Managers through Partners on key client issues in domestic federal, international and state and local taxation, focusing on implementing tax strategies aligned with the client's business objectives.
Be involved in tax compliance accounts for hedge funds, mutual funds and/or private equity funds.
Skills And Attributes For Success
Solid technical knowledge in the asset management tax area
Ability to analyze trading reports for tax character and book tax differences (e.g., wash sales, constructive sales, straddles, and other securities issues)
Build impactful relationships with new and existing clients and maintain relationships with firm leadership
Create a positive and trusting environment where team members feel part of the team
Identify key tax technical issues and raise appropriate questions before work is sent for review to the partner or senior manager
Ability to manage multiple work assignments and deadlines
To qualify for the role you must have
A Bachelor's degree and a minimum of 3 years of related work experience; or an advanced degree in tax or law with a minimum of 2 years of related work experience
CPA license or a licensed Attorney required, or the ability to achieve one of these certifications
A minimum of 2 years of relevant tax experience or equivalent experience in the financial services industry
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
Ideally, you\'ll also have
Excellent teaming, leadership, organizational, and verbal/written communication skills
Demonstrated skills in the asset management tax area
A thorough understanding of building client relationships
What We Look For Hard-working team player who is comfortable partnering with others as well as working independently. Detail-oriented performer who can multi-task and meet deadlines. Open-mindedness and creative solutions to the job every day.
What We Offer You
Comprehensive compensation and benefits package with base salary ranges and Total Rewards including medical and dental coverage, pension and 401(k), and paid time off options.
Hybrid work model with most client-serving roles expected to work in person 40-60% of the time.
Flexible vacation policy and designated EY holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence for well-being.
EY is an equal employment opportunity employer. We do not discriminate on the basis of race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability, or any other legally protected status. If accommodations are needed during the application process, please contact EY.
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Financial Services - Global Compliance and Reporting - Private Equity - Tax Senior Locations: New York City, Hoboken, Iselin, Jericho, Birmingham, Miami, Boca Raton, San Francisco, San Jose. At EY, we are committed to shaping your future with confidence. EY serves the global financial services marketplace through the Financial Services Organization (FSO). We help build a better working world by solving complex challenges for clients across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. The opportunity: EY’s FSO tax practice provides comprehensive tax assistance tailored to the asset management industry, including fund and organizational structuring, tax minimization planning, on-call advice, and tax compliance. You would join our tax professionals with experience in hedge fund, private equity fund, and mutual fund taxation.
Your Key Responsibilities
As a senior in the Wealth & Asset Management practice, be responsible for tax compliance and advisory work for clients.
Work with Managers through Partners on key client issues in domestic federal, international and state and local taxation, focusing on implementing tax strategies aligned with the client's business objectives.
Be involved in tax compliance accounts for hedge funds, mutual funds and/or private equity funds.
Skills And Attributes For Success
Solid technical knowledge in the asset management tax area
Ability to analyze trading reports for tax character and book tax differences (e.g., wash sales, constructive sales, straddles, and other securities issues)
Build impactful relationships with new and existing clients and maintain relationships with firm leadership
Create a positive and trusting environment where team members feel part of the team
Identify key tax technical issues and raise appropriate questions before work is sent for review to the partner or senior manager
Ability to manage multiple work assignments and deadlines
To qualify for the role you must have
A Bachelor's degree and a minimum of 3 years of related work experience; or an advanced degree in tax or law with a minimum of 2 years of related work experience
CPA license or a licensed Attorney required, or the ability to achieve one of these certifications
A minimum of 2 years of relevant tax experience or equivalent experience in the financial services industry
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
Ideally, you\'ll also have
Excellent teaming, leadership, organizational, and verbal/written communication skills
Demonstrated skills in the asset management tax area
A thorough understanding of building client relationships
What We Look For Hard-working team player who is comfortable partnering with others as well as working independently. Detail-oriented performer who can multi-task and meet deadlines. Open-mindedness and creative solutions to the job every day.
What We Offer You
Comprehensive compensation and benefits package with base salary ranges and Total Rewards including medical and dental coverage, pension and 401(k), and paid time off options.
Hybrid work model with most client-serving roles expected to work in person 40-60% of the time.
Flexible vacation policy and designated EY holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence for well-being.
EY is an equal employment opportunity employer. We do not discriminate on the basis of race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability, or any other legally protected status. If accommodations are needed during the application process, please contact EY.
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