EY
Financial Services-Wealth and Asset Management - Tax Senior-EDGE client aligned
EY, Palo Alto, California, United States, 94306
Overview Join EY in the Financial Services organization focused on Wealth and Asset Management (WAM) — Tax Senior, EDGE client aligned. EY’s FSO EDGE practice provides dedicated tax technical services to US and global clients. EDGE stands for Exceptional Delivery and Growth Engine, operating in a technical environment with deep process and service delivery experience.
EY’s FSO EDGE Wealth and Asset Management (WAM) practice delivers specialized tax assistance for hedge funds, private equity funds and mutual funds, including fund and organizational structuring, tax minimization planning, on-call advice, and tax compliance.
Responsibilities
Deliver tax compliance and consulting work for clients, aligned with the needs of practice office professionals as one team. Support new and existing client relationships; meet deadlines for client deliverables. Prepare or review complex financial closings, tax compliance filings, and other tax-related processes. Compile and evaluate moderately complex data, computations, documentation, and various tax and accounting technologies. Maintain service quality across delivery, understand opportunity risk relative to the scope of services. Develop, document, and gain cross-functional alignment on processes to support internal teams. Demonstrate deep technical excellence in specific offerings and broaden technical skills across capabilities. Maintain internal networks by providing technical assistance to others within EY in the area of expertise. Provide professional direction and day-to-day supervision to staff members; review and evaluate work for accuracy and compliance with tax laws and regulations. Provide effective leadership, feedback, and coaching to staff. Skills and Attributes for Success
Experience identifying tax issues and developing recommended solutions via research or position development. Experience interacting with clients in service delivery. Experience managing team members delivering tax consulting and compliance projects. Independent judgment to identify issues and opportunities for tax planning with appropriate recommendations. Ability to break down projects, analyze information, and formulate client-centric solutions compliant with laws and regulations. Ability to manage multiple assignments and deadlines; maintain high professional ethics and integrity with confidential information. Qualifications
Bachelor’s degree in Accounting, Finance, Business Administration, Tax, Law, or Economics. Minimum 2-3 years of relevant tax experience or equivalent 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
Familiarity with the financial services industry. CPA, EA, or licensed attorney. What We Look For We’re interested in tax professionals with a genuine interest in providing outstanding services to clients, working with diverse individuals from executives and entrepreneurs to investors and families. You will use your experience and trusted-advisor status to maintain and further EY’s reputation for excellence. What We Offer You At EY, we’ll develop you with future-focused skills and world-class experiences. We offer a flexible environment in a diverse and inclusive culture of globally connected teams. Comprehensive compensation and benefits: base salary ranges vary by location; Total Rewards includes medical and dental coverage, pension and 401(k), and paid time off.
Apply (by clicking the relevant button) after checking through all the related job information below.
Hybrid work model: most client-serving roles are expected to work in person 40-60% of the time on engagements. Flexible vacation policy and designated EY holidays and leave options to support well-being. Are you ready to shape your future with confidence? Apply today. EY accepts applications on an ongoing basis. For California residents, please view additional information. EY is committed to equal employment opportunities and reasonable accommodations for applicants with disabilities. For accommodation requests, contact EY’s Talent Shared Services. Seniority level
Mid-Senior level Employment type
Full-time Job function
Finance and Sales Industries: Professional Services We’re unlocking community knowledge in a new way. This page may contain curated content and other job postings.
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Deliver tax compliance and consulting work for clients, aligned with the needs of practice office professionals as one team. Support new and existing client relationships; meet deadlines for client deliverables. Prepare or review complex financial closings, tax compliance filings, and other tax-related processes. Compile and evaluate moderately complex data, computations, documentation, and various tax and accounting technologies. Maintain service quality across delivery, understand opportunity risk relative to the scope of services. Develop, document, and gain cross-functional alignment on processes to support internal teams. Demonstrate deep technical excellence in specific offerings and broaden technical skills across capabilities. Maintain internal networks by providing technical assistance to others within EY in the area of expertise. Provide professional direction and day-to-day supervision to staff members; review and evaluate work for accuracy and compliance with tax laws and regulations. Provide effective leadership, feedback, and coaching to staff. Skills and Attributes for Success
Experience identifying tax issues and developing recommended solutions via research or position development. Experience interacting with clients in service delivery. Experience managing team members delivering tax consulting and compliance projects. Independent judgment to identify issues and opportunities for tax planning with appropriate recommendations. Ability to break down projects, analyze information, and formulate client-centric solutions compliant with laws and regulations. Ability to manage multiple assignments and deadlines; maintain high professional ethics and integrity with confidential information. Qualifications
Bachelor’s degree in Accounting, Finance, Business Administration, Tax, Law, or Economics. Minimum 2-3 years of relevant tax experience or equivalent 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
Familiarity with the financial services industry. CPA, EA, or licensed attorney. What We Look For We’re interested in tax professionals with a genuine interest in providing outstanding services to clients, working with diverse individuals from executives and entrepreneurs to investors and families. You will use your experience and trusted-advisor status to maintain and further EY’s reputation for excellence. What We Offer You At EY, we’ll develop you with future-focused skills and world-class experiences. We offer a flexible environment in a diverse and inclusive culture of globally connected teams. Comprehensive compensation and benefits: base salary ranges vary by location; Total Rewards includes medical and dental coverage, pension and 401(k), and paid time off.
Apply (by clicking the relevant button) after checking through all the related job information below.
Hybrid work model: most client-serving roles are expected to work in person 40-60% of the time on engagements. Flexible vacation policy and designated EY holidays and leave options to support well-being. Are you ready to shape your future with confidence? Apply today. EY accepts applications on an ongoing basis. For California residents, please view additional information. EY is committed to equal employment opportunities and reasonable accommodations for applicants with disabilities. For accommodation requests, contact EY’s Talent Shared Services. Seniority level
Mid-Senior level Employment type
Full-time Job function
Finance and Sales Industries: Professional Services We’re unlocking community knowledge in a new way. This page may contain curated content and other job postings.
#J-18808-Ljbffr