EY
Financial Services-Wealth and Asset Management - Tax Senior-EDGE client aligned
EY, Mc Lean, Virginia, us, 22107
Overview
Financial Services – Wealth and Asset Management (WAM) Tax Senior – EDGE client aligned at EY. This role provides dedicated tax technical services to US and global clients within EY’s Financial Services Organization (FSO) and EY EDGE practice. The opportunity focuses on tax compliance, consulting, and technical excellence in hedge fund, private equity fund, and mutual fund taxation, including fund and organizational structuring, tax minimization planning, on-call advice, and tax compliance. Location: Anywhere in the country. EY offers a flexible, hybrid model and a diverse, inclusive culture of globally connected teams. Your Role
You will be part of EY’s FSO EDGE Wealth and Asset Management (WAM) practice, delivering tax compliance and consulting work for clients. You will work alongside practice office professionals to serve clients efficiently, coordinating as one team based on time demands. Responsibilities
Support new and existing client relationships Provide compliance and consulting delivery services to meet deadlines for client deliverables Prepare or review complex financial closings, tax compliance filings, and other tax-related tasks Compile and evaluate moderately complex data, computations, documentation, and various tax and accounting technologies Maintain service quality across delivery and understand opportunity risk related to the scope of services Develop, document, and align cross-functional processes to support internal teams Demonstrate deep technical excellence in specific offerings and broaden skills across capabilities Maintain internal network by providing technical assistance to others within EY in areas of expertise Provide professional direction and day-to-day supervision to staff members Review and evaluate the work of staff to ensure accuracy, completeness, and regulatory compliance Provide effective leadership, feedback, and coaching to staff 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 teamwork, leadership, organizational, and verbal/written communication skills Preferred/Ideal
Familiarity with the financial services industry CPA, Enrolled Agent (EA), or licensed attorney What We Look For
We’re looking for tax professionals with a genuine interest in providing outstanding services to clients, working with people from diverse backgrounds, and maintaining the firm’s reputation for excellence. What We Offer
Competitive compensation and benefits package with detailed salary ranges by location; Total Rewards includes health coverage, retirement plans, and generous paid time off Hybrid work arrangement with most client-facing roles expected to work in person 40-60% of the time Flexible vacation policy and design-your-own time off along with designated holidays and leaves for personal, family, or health needs Equal Opportunity and Accessibility
EY provides equal employment opportunities without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis. EY is committed to reasonable accommodation for qualified individuals with disabilities, including veterans. If you need assistance applying online or require accommodations during the application process, please contact EY’s Talent Shared Services Team.
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Financial Services – Wealth and Asset Management (WAM) Tax Senior – EDGE client aligned at EY. This role provides dedicated tax technical services to US and global clients within EY’s Financial Services Organization (FSO) and EY EDGE practice. The opportunity focuses on tax compliance, consulting, and technical excellence in hedge fund, private equity fund, and mutual fund taxation, including fund and organizational structuring, tax minimization planning, on-call advice, and tax compliance. Location: Anywhere in the country. EY offers a flexible, hybrid model and a diverse, inclusive culture of globally connected teams. Your Role
You will be part of EY’s FSO EDGE Wealth and Asset Management (WAM) practice, delivering tax compliance and consulting work for clients. You will work alongside practice office professionals to serve clients efficiently, coordinating as one team based on time demands. Responsibilities
Support new and existing client relationships Provide compliance and consulting delivery services to meet deadlines for client deliverables Prepare or review complex financial closings, tax compliance filings, and other tax-related tasks Compile and evaluate moderately complex data, computations, documentation, and various tax and accounting technologies Maintain service quality across delivery and understand opportunity risk related to the scope of services Develop, document, and align cross-functional processes to support internal teams Demonstrate deep technical excellence in specific offerings and broaden skills across capabilities Maintain internal network by providing technical assistance to others within EY in areas of expertise Provide professional direction and day-to-day supervision to staff members Review and evaluate the work of staff to ensure accuracy, completeness, and regulatory compliance Provide effective leadership, feedback, and coaching to staff 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 teamwork, leadership, organizational, and verbal/written communication skills Preferred/Ideal
Familiarity with the financial services industry CPA, Enrolled Agent (EA), or licensed attorney What We Look For
We’re looking for tax professionals with a genuine interest in providing outstanding services to clients, working with people from diverse backgrounds, and maintaining the firm’s reputation for excellence. What We Offer
Competitive compensation and benefits package with detailed salary ranges by location; Total Rewards includes health coverage, retirement plans, and generous paid time off Hybrid work arrangement with most client-facing roles expected to work in person 40-60% of the time Flexible vacation policy and design-your-own time off along with designated holidays and leaves for personal, family, or health needs Equal Opportunity and Accessibility
EY provides equal employment opportunities without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis. EY is committed to reasonable accommodation for qualified individuals with disabilities, including veterans. If you need assistance applying online or require accommodations during the application process, please contact EY’s Talent Shared Services Team.
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