EY
Financial Services - Wealth and Asset Management - Tax Senior - EDGE multi-clien
EY, Palo Alto, California, United States, 94306
Overview
Financial Services - Wealth and Asset Management - Tax Senior - EDGE multi-client at EY. This role supports the Financial Services Organization (FSO) in delivering dedicated tax technical services to US and global clients within wealth and asset management. Location: Anywhere in Country Your Opportunity
When you join EY EDGE, you’ll be at the heart of EY’s mission to build a better working world by applying your knowledge, skills, and experience in assisting clients in meeting their business objectives. You will learn, grow, and contribute — building relationships and delivering high-quality, valued work and advice. Key Responsibilities
Work independently to identify problem areas and escalate issues to ensure tax returns, tax research, tax accounting, and tax projects are completed timely, efficiently, and accurately. Handle tax projects including implementation of new tax laws, moderately complex analysis of tax methods of accounting, and tax processes or calculations for compliance purposes. Identify moderately complex tax-related issues and provide recommended solutions via research and/or position development, and documentation. Lead the preparation and review of moderately complex tax/accounting regulatory and tax compliance with limited supervision. Perform and document research and analysis on related accounting and tax issues. Guide team members and serve as a role model on moderately complex tax projects. Keep knowledge up to date on new tax and accounting developments as well as EY standard technologies and processes related to the job function. Responsibilities include
Prepare or review complex financial closings, tax compliance filings, and other tax-related processes or tasks. Compile and evaluate moderately complex data, computations, documentation, and various tax and accounting technologies. Maintain service quality across identified aspects of delivery and understand opportunity risk in relation 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 network by providing technical assistance to others within EY in the area of expertise. Provide effective oversight, feedback, and coaching to junior team members. Mentor/coach team members to develop technical and leadership capabilities. Skills And Attributes For Success
Comprehensive knowledge of accounting and finance principles, practices, and procedures to complete moderately complex assignments. Proficient with Microsoft Excel, Word, and PowerPoint. Experience with financial and tax applications such as GoSystems, Onesource, GoSystems, CorpTax as required by area of specialty. Strong attention to detail and good communication skills (written & verbal). Proven conceptual and analytical ability. Qualifications
Bachelor’s degree in Accounting, Finance, Business Administration, Tax, Law, or Economics. 4–6 years of increasingly diverse or moderately complex experience in related field. Ability to prioritize, handle, and track multiple assignments; strong analytical and problem-solving skills; ability to work independently. Some supervision skills; proficiency in tax accounting systems. Experience with financial and tax applications such as GoSystems, CorpTax, Onesource; proficiency in Microsoft Office. Ideally, you’ll also have
CPA, EA, or licensed attorney is desired but not required. What We Look For
We’re interested in tax professionals with a genuine interest in providing outstanding services to some of the world’s most influential people. You’ll work with people from diverse backgrounds and use your experience to maintain 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 and a diverse, inclusive culture of globally connected teams. Total Rewards include competitive compensation, medical/dental coverage, pension and 401(k), and paid time off. Comprehensive compensation and benefits with salary ranges depending on geography; total rewards package includes medical and dental coverage, Pension/401(k), and PTO. Hybrid work model with expectation to work in person 40-60% of the time on engagements. Flexible vacation policy and designated EY holidays, plus leaves of absence as needed for well-being. Are you ready to shape your future with confidence? Apply today. EY accepts applications on an ongoing basis. For California residents, please click here for additional information. EY is an equal opportunity employer and provides accommodations for qualified individuals with disabilities. Additional Details
Seniority level: Mid-Senior level Employment type: Full-time Job function: Finance and Sales Industries: Professional Services
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Financial Services - Wealth and Asset Management - Tax Senior - EDGE multi-client at EY. This role supports the Financial Services Organization (FSO) in delivering dedicated tax technical services to US and global clients within wealth and asset management. Location: Anywhere in Country Your Opportunity
When you join EY EDGE, you’ll be at the heart of EY’s mission to build a better working world by applying your knowledge, skills, and experience in assisting clients in meeting their business objectives. You will learn, grow, and contribute — building relationships and delivering high-quality, valued work and advice. Key Responsibilities
Work independently to identify problem areas and escalate issues to ensure tax returns, tax research, tax accounting, and tax projects are completed timely, efficiently, and accurately. Handle tax projects including implementation of new tax laws, moderately complex analysis of tax methods of accounting, and tax processes or calculations for compliance purposes. Identify moderately complex tax-related issues and provide recommended solutions via research and/or position development, and documentation. Lead the preparation and review of moderately complex tax/accounting regulatory and tax compliance with limited supervision. Perform and document research and analysis on related accounting and tax issues. Guide team members and serve as a role model on moderately complex tax projects. Keep knowledge up to date on new tax and accounting developments as well as EY standard technologies and processes related to the job function. Responsibilities include
Prepare or review complex financial closings, tax compliance filings, and other tax-related processes or tasks. Compile and evaluate moderately complex data, computations, documentation, and various tax and accounting technologies. Maintain service quality across identified aspects of delivery and understand opportunity risk in relation 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 network by providing technical assistance to others within EY in the area of expertise. Provide effective oversight, feedback, and coaching to junior team members. Mentor/coach team members to develop technical and leadership capabilities. Skills And Attributes For Success
Comprehensive knowledge of accounting and finance principles, practices, and procedures to complete moderately complex assignments. Proficient with Microsoft Excel, Word, and PowerPoint. Experience with financial and tax applications such as GoSystems, Onesource, GoSystems, CorpTax as required by area of specialty. Strong attention to detail and good communication skills (written & verbal). Proven conceptual and analytical ability. Qualifications
Bachelor’s degree in Accounting, Finance, Business Administration, Tax, Law, or Economics. 4–6 years of increasingly diverse or moderately complex experience in related field. Ability to prioritize, handle, and track multiple assignments; strong analytical and problem-solving skills; ability to work independently. Some supervision skills; proficiency in tax accounting systems. Experience with financial and tax applications such as GoSystems, CorpTax, Onesource; proficiency in Microsoft Office. Ideally, you’ll also have
CPA, EA, or licensed attorney is desired but not required. What We Look For
We’re interested in tax professionals with a genuine interest in providing outstanding services to some of the world’s most influential people. You’ll work with people from diverse backgrounds and use your experience to maintain 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 and a diverse, inclusive culture of globally connected teams. Total Rewards include competitive compensation, medical/dental coverage, pension and 401(k), and paid time off. Comprehensive compensation and benefits with salary ranges depending on geography; total rewards package includes medical and dental coverage, Pension/401(k), and PTO. Hybrid work model with expectation to work in person 40-60% of the time on engagements. Flexible vacation policy and designated EY holidays, plus leaves of absence as needed for well-being. Are you ready to shape your future with confidence? Apply today. EY accepts applications on an ongoing basis. For California residents, please click here for additional information. EY is an equal opportunity employer and provides accommodations for qualified individuals with disabilities. Additional Details
Seniority level: Mid-Senior level Employment type: Full-time Job function: Finance and Sales Industries: Professional Services
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