EY
Financial Services - Customer Tax Operations and Reporting - Tax Senior
EY, Woodbridge, New Jersey, United States
Financial Services - Customer Tax Operations and Reporting - Tax Senior
Locations: New York City, Chicago, Los Angeles, Boston, Dallas, San Francisco, Seattle, Hoboken, Iselin, Jericho, Stamford, McLean. At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. Tax Senior – Financial Services Office – Customer Tax Operations and Reporting Services (CTORS) EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry – the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. The opportunity Our Business Tax Advisory practice gives you the opportunity to focus on US Tax - Information Reporting & Withholding. You will work in a group environment on challenging information reporting and withholding engagements across all financial services sectors. We offer specialization in assisting clients with mission-critical operational tax issues and customer reporting issues. Your Key Responsibilities Interface daily with superiors, peers, and subordinates and clients on large and small IRW projects. Interpret IRS Code and Regulations, drafting guidance, data analysis, and requirements development that help clients translate and implement these rules. Conduct a gap analysis of the current state of clients’ policies, procedures, and systems and write business requirements. Prepare documentation including presentations and flow charts. Involved in technical analysis, process improvement, and respond to requests for proposals from clients. Skills And Attributes For Success Ability to read and interpret IRS Code, regulations, and instructions Strong writing skills for policy and procedure writing Ability to interface with all facets of our business Ability to multitask and project management capability Creative problem-solving, strong critical thinking To qualify for the role, you must have at a minimum A Bachelor's degree from an accredited college/university and J.D., LL.M. in Taxation, and/or Master's in Taxation (MST) preferred A minimum of 2 years of relevant tax consulting or tax operational experience Be a licensed attorney, CPA, Project Management Professional, Six Sigma, Lean, or equivalent certification or a certified member of the Institute for Professionals in Taxation or have the ability to obtain one of these designations Ideally, you’ll also have Active participation in industry groups such as SIFMA, ABA, IIB The ability to understand and implement tax rules A demonstrated interest in tax information reporting and withholding work in Chapter 3, Chapter 4, and Chapter 61 or some experience working with these matters What We Offer You We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. Join us in our team-led and leader-enabled hybrid model. Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. 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.
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Locations: New York City, Chicago, Los Angeles, Boston, Dallas, San Francisco, Seattle, Hoboken, Iselin, Jericho, Stamford, McLean. At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. Tax Senior – Financial Services Office – Customer Tax Operations and Reporting Services (CTORS) EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry – the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. The opportunity Our Business Tax Advisory practice gives you the opportunity to focus on US Tax - Information Reporting & Withholding. You will work in a group environment on challenging information reporting and withholding engagements across all financial services sectors. We offer specialization in assisting clients with mission-critical operational tax issues and customer reporting issues. Your Key Responsibilities Interface daily with superiors, peers, and subordinates and clients on large and small IRW projects. Interpret IRS Code and Regulations, drafting guidance, data analysis, and requirements development that help clients translate and implement these rules. Conduct a gap analysis of the current state of clients’ policies, procedures, and systems and write business requirements. Prepare documentation including presentations and flow charts. Involved in technical analysis, process improvement, and respond to requests for proposals from clients. Skills And Attributes For Success Ability to read and interpret IRS Code, regulations, and instructions Strong writing skills for policy and procedure writing Ability to interface with all facets of our business Ability to multitask and project management capability Creative problem-solving, strong critical thinking To qualify for the role, you must have at a minimum A Bachelor's degree from an accredited college/university and J.D., LL.M. in Taxation, and/or Master's in Taxation (MST) preferred A minimum of 2 years of relevant tax consulting or tax operational experience Be a licensed attorney, CPA, Project Management Professional, Six Sigma, Lean, or equivalent certification or a certified member of the Institute for Professionals in Taxation or have the ability to obtain one of these designations Ideally, you’ll also have Active participation in industry groups such as SIFMA, ABA, IIB The ability to understand and implement tax rules A demonstrated interest in tax information reporting and withholding work in Chapter 3, Chapter 4, and Chapter 61 or some experience working with these matters What We Offer You We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. Join us in our team-led and leader-enabled hybrid model. Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. 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.
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