EY
Financial Services-Wealth and Asset Management - Tax Senior-EDGE client aligned
EY, Tucson, Arizona, United States, 85718
Overview
Financial Services-Wealth and Asset Management - Tax Senior-EDGE client aligned at EY. Location: Anywhere in country. Join EY’s Financial Services EY EDGE practice, providing dedicated tax technical services to US and global clients within the Wealth and Asset Management sector. EDGE stands for Exceptional Delivery and Growth Engine, a technical environment with deep process and service delivery experience that distinguishes EY in the marketplace. Your Opportunity
EY's FSO EDGE Wealth and Asset Management (WAM) practice provides comprehensive and specialized tax assistance tailored to the unique needs of the asset management industry. You will work alongside practice office professionals who are knowledgeable and experienced with hedge fund, private equity fund, and mutual fund taxation, including fund and organizational structuring, tax minimization planning, on-call advice, and tax compliance. Your Key Responsibilities
Senior analyst in FSO EDGE WAM delivering tax compliance and consulting work for clients, coordinating with practice office professionals to serve clients as one team 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 processes or tasks Compile and evaluate moderately complex data, computations, documentation and various tax and accounting technologies Ensure service quality across identified aspects of delivery and understand opportunity risk in relation to our 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 area 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 compliance with relevant tax laws and regulations Provide effective leadership, feedback, and coaching to staff Skills and Attributes for Success
Experience identifying tax-related issues and developing recommended solutions via research and/or position development Experience interacting with clients on a regular basis in the delivery of services Experience managing team members delivering tax consulting and compliance projects for clients Ability to exercise independent judgment to identify potential issues and opportunities for tax planning and provide appropriate recommendations Ability to break down tax projects into manageable components and formulate client-centric solutions compliant with laws and regulations Ability to manage multiple work assignments and deadlines simultaneously High level of professional ethics and integrity while managing sensitive or confidential client information To Qualify for the Role You Must Have
Bachelor’s degree in Accounting, Finance, Business Administration, Tax, Law, or Economics Minimum of 2-3 years of relevant tax experience or equivalent experience 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 Ideally, You’ll Also Have
Familiarity with the financial services industry Certified Public Accountant (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 some of the world’s most influential people. Working with people from all backgrounds, you’ll use your experience and status as a trusted advisor to maintain and further our reputation for excellence. What We Offer You
At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Comprehensive compensation and benefits package with base salary ranges; the exact amount is determined by factors including education, experience, knowledge, skills and geography. Our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and paid time off options. Hybrid work model: most client-serving roles expect 40-60% in-person collaboration over engagements, projects, or year. Flexible vacation policy and designated EY paid holidays, personal/family care, and other leaves of absence 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, click here for additional information. EY is an equal opportunity employer and provides reasonable accommodations to qualified individuals with disabilities. EY | Building a better working world. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across assurance, consulting, tax, strategy and transactions in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees 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, including arrest and conviction records, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities, including veterans with disabilities. Seniority level
Mid-Senior level Employment type
Full-time Job function
Finance and Sales Industries
Professional Services
#J-18808-Ljbffr
Financial Services-Wealth and Asset Management - Tax Senior-EDGE client aligned at EY. Location: Anywhere in country. Join EY’s Financial Services EY EDGE practice, providing dedicated tax technical services to US and global clients within the Wealth and Asset Management sector. EDGE stands for Exceptional Delivery and Growth Engine, a technical environment with deep process and service delivery experience that distinguishes EY in the marketplace. Your Opportunity
EY's FSO EDGE Wealth and Asset Management (WAM) practice provides comprehensive and specialized tax assistance tailored to the unique needs of the asset management industry. You will work alongside practice office professionals who are knowledgeable and experienced with hedge fund, private equity fund, and mutual fund taxation, including fund and organizational structuring, tax minimization planning, on-call advice, and tax compliance. Your Key Responsibilities
Senior analyst in FSO EDGE WAM delivering tax compliance and consulting work for clients, coordinating with practice office professionals to serve clients as one team 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 processes or tasks Compile and evaluate moderately complex data, computations, documentation and various tax and accounting technologies Ensure service quality across identified aspects of delivery and understand opportunity risk in relation to our 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 area 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 compliance with relevant tax laws and regulations Provide effective leadership, feedback, and coaching to staff Skills and Attributes for Success
Experience identifying tax-related issues and developing recommended solutions via research and/or position development Experience interacting with clients on a regular basis in the delivery of services Experience managing team members delivering tax consulting and compliance projects for clients Ability to exercise independent judgment to identify potential issues and opportunities for tax planning and provide appropriate recommendations Ability to break down tax projects into manageable components and formulate client-centric solutions compliant with laws and regulations Ability to manage multiple work assignments and deadlines simultaneously High level of professional ethics and integrity while managing sensitive or confidential client information To Qualify for the Role You Must Have
Bachelor’s degree in Accounting, Finance, Business Administration, Tax, Law, or Economics Minimum of 2-3 years of relevant tax experience or equivalent experience 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 Ideally, You’ll Also Have
Familiarity with the financial services industry Certified Public Accountant (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 some of the world’s most influential people. Working with people from all backgrounds, you’ll use your experience and status as a trusted advisor to maintain and further our reputation for excellence. What We Offer You
At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Comprehensive compensation and benefits package with base salary ranges; the exact amount is determined by factors including education, experience, knowledge, skills and geography. Our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and paid time off options. Hybrid work model: most client-serving roles expect 40-60% in-person collaboration over engagements, projects, or year. Flexible vacation policy and designated EY paid holidays, personal/family care, and other leaves of absence 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, click here for additional information. EY is an equal opportunity employer and provides reasonable accommodations to qualified individuals with disabilities. EY | Building a better working world. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across assurance, consulting, tax, strategy and transactions in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees 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, including arrest and conviction records, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities, including veterans with disabilities. Seniority level
Mid-Senior level Employment type
Full-time Job function
Finance and Sales Industries
Professional Services
#J-18808-Ljbffr