EY
Financial Services-Wealth and Asset Management - Tax Senior-EDGE client aligned
EY, Albany, New York, United States
Overview
Financial Services-Wealth and Asset Management - Tax Senior-EDGE client aligned at EY. Location: Anywhere in country. At EY, we’re all in to shape your future with confidence. EY is a leader in serving the global financial services marketplace, with a dedicated Financial Services Organization (FSO). Our EDGE (Exceptional Delivery and Growth Engine) practice provides dedicated tax technical services to US and global clients in Wealth and Asset Management (WAM). The opportunity is to join EY’s FSO EDGE WAM team and deliver tax compliance and consulting services to clients, including hedge funds, private equity funds, and mutual funds, with focus on fund and organizational structuring, tax minimization planning, on-call advice, and tax compliance. Your Key Responsibilities
Deliver tax compliance and consulting work for clients in a team-based environment, aligned with client time demands Support new and existing client relationships and ensure timely client deliverables 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 tax and accounting technologies Maintain service quality across delivery and understand opportunity risk related to the Scope of Services Develop, document, and gain cross-functional alignment on processes to support internal teams Demonstrate deep technical excellence in offerings and broaden technical skills across capabilities Provide technical assistance to others within EY in area of expertise and offer day-to-day supervision to staff Review and evaluate staff work for accuracy, completeness, and compliance with tax laws and regulations Provide leadership, feedback, and coaching to staff Skills And Attributes For Success
Experience identifying tax-related issues and developing recommended solutions via research or position development Experience interacting with clients regularly in service delivery Experience managing team members delivering tax consulting and compliance projects Ability to exercise independent judgment to identify issues and opportunities for tax planning Ability to break down tax projects into manageable components and formulate client-centric solutions compliant with laws Ability to manage multiple assignments and deadlines High professional ethics and integrity when handling sensitive client information To qualify for the role you must have
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 teamwork, leadership, organizational, and verbal/written communication skills Ideally, you’ll also have
Familiarity with the financial services industry CPA, Enrolled Agent (EA) or licensed attorney What We Look For
We’re interested in tax professionals with a genuine interest in providing outstanding services to clients across the financial services spectrum, collaborating with people from diverse backgrounds and maintaining our reputation for excellence. What We Offer You
EY will develop you with future-focused skills and world-class experiences in a flexible, inclusive culture of globally connected teams. We offer a comprehensive compensation and benefits package, with location-based base salary ranges and a Total Rewards program including medical/dental coverage, pension and 401(k), and paid time off. We support a hybrid model and flexible vacation policy to meet personal needs. The base salary range for this job in all geographic locations in the US is $76,000 to $125,300. The base salary range for NYC Metro, WA state (excluding Sacramento) and CA is $91,100 to $142,400. Salaries are determined by education, experience, knowledge, skills and geography. Total Rewards include medical and dental coverage, pension and 401(k), and paid time off. Most roles are expected to work in-person 40-60% of the time with clients. Flexible vacation policy and leave options to support well-being and work-life balance. Are you ready to shape your future with confidence? Apply today. EY accepts applications on an ongoing basis. For California residents, additional information is available. EY is committed to equal employment opportunities and reasonable accommodations for qualified individuals with disabilities. If you need assistance applying online or require an accommodation, please contact EY’s Talent Shared Services Team. EY | Building a better working world 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 client aligned at EY. Location: Anywhere in country. At EY, we’re all in to shape your future with confidence. EY is a leader in serving the global financial services marketplace, with a dedicated Financial Services Organization (FSO). Our EDGE (Exceptional Delivery and Growth Engine) practice provides dedicated tax technical services to US and global clients in Wealth and Asset Management (WAM). The opportunity is to join EY’s FSO EDGE WAM team and deliver tax compliance and consulting services to clients, including hedge funds, private equity funds, and mutual funds, with focus on fund and organizational structuring, tax minimization planning, on-call advice, and tax compliance. Your Key Responsibilities
Deliver tax compliance and consulting work for clients in a team-based environment, aligned with client time demands Support new and existing client relationships and ensure timely client deliverables 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 tax and accounting technologies Maintain service quality across delivery and understand opportunity risk related to the Scope of Services Develop, document, and gain cross-functional alignment on processes to support internal teams Demonstrate deep technical excellence in offerings and broaden technical skills across capabilities Provide technical assistance to others within EY in area of expertise and offer day-to-day supervision to staff Review and evaluate staff work for accuracy, completeness, and compliance with tax laws and regulations Provide leadership, feedback, and coaching to staff Skills And Attributes For Success
Experience identifying tax-related issues and developing recommended solutions via research or position development Experience interacting with clients regularly in service delivery Experience managing team members delivering tax consulting and compliance projects Ability to exercise independent judgment to identify issues and opportunities for tax planning Ability to break down tax projects into manageable components and formulate client-centric solutions compliant with laws Ability to manage multiple assignments and deadlines High professional ethics and integrity when handling sensitive client information To qualify for the role you must have
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 teamwork, leadership, organizational, and verbal/written communication skills Ideally, you’ll also have
Familiarity with the financial services industry CPA, Enrolled Agent (EA) or licensed attorney What We Look For
We’re interested in tax professionals with a genuine interest in providing outstanding services to clients across the financial services spectrum, collaborating with people from diverse backgrounds and maintaining our reputation for excellence. What We Offer You
EY will develop you with future-focused skills and world-class experiences in a flexible, inclusive culture of globally connected teams. We offer a comprehensive compensation and benefits package, with location-based base salary ranges and a Total Rewards program including medical/dental coverage, pension and 401(k), and paid time off. We support a hybrid model and flexible vacation policy to meet personal needs. The base salary range for this job in all geographic locations in the US is $76,000 to $125,300. The base salary range for NYC Metro, WA state (excluding Sacramento) and CA is $91,100 to $142,400. Salaries are determined by education, experience, knowledge, skills and geography. Total Rewards include medical and dental coverage, pension and 401(k), and paid time off. Most roles are expected to work in-person 40-60% of the time with clients. Flexible vacation policy and leave options to support well-being and work-life balance. Are you ready to shape your future with confidence? Apply today. EY accepts applications on an ongoing basis. For California residents, additional information is available. EY is committed to equal employment opportunities and reasonable accommodations for qualified individuals with disabilities. If you need assistance applying online or require an accommodation, please contact EY’s Talent Shared Services Team. EY | Building a better working world Seniority level: Mid-Senior level Employment type: Full-time Job function: Finance and Sales Industries: Professional Services
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