EY
Financial Services - Customer Tax Operations and Reporting - Tax Services Analys
EY, Westlake Village, California, United States, 91361
Overview
Join to apply for the
Financial Services - Customer Tax Operations and Reporting - Tax Services Analyst-EDGE
role at
EY . Location: Anywhere in country. At EY, we’re all in to shape your future with confidence and help you succeed in a globally connected powerhouse of diverse teams. EY is a leader in serving the global financial services marketplace with a dedicated Financial Services Organization (FSO). Our purpose is to help build a financial services industry that is trusted and flourishing. If you have a passion for solving complex challenges, join our dynamic FSO team. Your Opportunity
When you join EY EDGE, you’ll contribute to EY’s mission to build a better working world by applying your knowledge, skills and experience to help clients meet their objectives. You will learn, grow and contribute—building relationships and delivering high-quality work and advice. Your Key Responsibilities
Support the Customer Tax Operations practice with the preparation and delivery of tax information reporting (1099/1042-S/8804), FATCA/CRS reporting, tax withholding certificate validation (Forms W-8/W-9) and related withholding/reconciliation activities for engagements with banks, wealth and asset management firms, and insurance companies. Collaborate with team members to provide a quality work product and drive service delivery to meet deadlines. Participate in day-to-day client engagements and maintain clear communications with stakeholders. Utilize tax software and basic applications (Microsoft Word, Excel, PowerPoint) and client collaboration tools to support accuracy and timeliness of tax reporting. Assist with reconciliation of customer demographic data, transaction data and tax information returns to ensure complete and timely filings; identify and resolve discrepancies. Engage in internal and external communications to obtain client authorizations and instructions as needed for timely, accurate production of tax information reporting. Support billing and collections for tax compliance and related services. Qualifications
Bachelor degree (Accounting, Business, Finance or equivalent preferred). 1–2 years of experience. Proficient in Microsoft Word, Excel and PowerPoint; able to learn new software applications. Working knowledge of 1099/1042-S reporting systems and tax compliance/information reporting rules. Ability to work effectively both independently and in a team; capable of handling a variety of projects with varying complexity. Strong organizational and verbal/written communication skills. Ability to follow standardized processes and seek guidance as needed. Prioritization skills to ensure timely production of client deliverables. Willingness to travel periodically (5%–10%). Ideal Qualifications
Experience in a professional services environment. Proven experience with information reporting and withholding tax laws pertinent to US federal and state returns. Experience with tax withholding validation and withholding certificates. Experience with FATCA/CRS reporting templates. Strong analytical skills and attention to detail. Ability to adapt work style to collaborate with internal and client teams. Proficiency in trust tax software. What We Look For
We’re interested in tax professionals who are committed to delivering outstanding services to clients, working with people from diverse backgrounds, and acting as trusted advisors to maintain EY’s reputation for excellence. What We Offer You
Comprehensive compensation and benefits package; base salary ranges vary by geography. In the US, ranges are provided with location-based adjustments; Total Rewards includes medical/dental coverage, pension and 401(k) plans, and paid time off options. Hybrid work model: most client-facing roles are expected to be in person 40-60% of the time over a project or engagement. Flexible vacation policy with designated EY holidays and additional leave options 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, additional information is available here. EY focuses on high ethical standards and integrity and expects all candidates to demonstrate these qualities. EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. EY teams work across assurance, consulting, tax, strategy and transactions in more than 150 countries and territories. EY is an equal employment opportunity employer and provides reasonable accommodations to qualified individuals with disabilities including veterans. If you need assistance applying online or an accommodation during any part of the application process, please contact EY’s Talent Shared Services.
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Join to apply for the
Financial Services - Customer Tax Operations and Reporting - Tax Services Analyst-EDGE
role at
EY . Location: Anywhere in country. At EY, we’re all in to shape your future with confidence and help you succeed in a globally connected powerhouse of diverse teams. EY is a leader in serving the global financial services marketplace with a dedicated Financial Services Organization (FSO). Our purpose is to help build a financial services industry that is trusted and flourishing. If you have a passion for solving complex challenges, join our dynamic FSO team. Your Opportunity
When you join EY EDGE, you’ll contribute to EY’s mission to build a better working world by applying your knowledge, skills and experience to help clients meet their objectives. You will learn, grow and contribute—building relationships and delivering high-quality work and advice. Your Key Responsibilities
Support the Customer Tax Operations practice with the preparation and delivery of tax information reporting (1099/1042-S/8804), FATCA/CRS reporting, tax withholding certificate validation (Forms W-8/W-9) and related withholding/reconciliation activities for engagements with banks, wealth and asset management firms, and insurance companies. Collaborate with team members to provide a quality work product and drive service delivery to meet deadlines. Participate in day-to-day client engagements and maintain clear communications with stakeholders. Utilize tax software and basic applications (Microsoft Word, Excel, PowerPoint) and client collaboration tools to support accuracy and timeliness of tax reporting. Assist with reconciliation of customer demographic data, transaction data and tax information returns to ensure complete and timely filings; identify and resolve discrepancies. Engage in internal and external communications to obtain client authorizations and instructions as needed for timely, accurate production of tax information reporting. Support billing and collections for tax compliance and related services. Qualifications
Bachelor degree (Accounting, Business, Finance or equivalent preferred). 1–2 years of experience. Proficient in Microsoft Word, Excel and PowerPoint; able to learn new software applications. Working knowledge of 1099/1042-S reporting systems and tax compliance/information reporting rules. Ability to work effectively both independently and in a team; capable of handling a variety of projects with varying complexity. Strong organizational and verbal/written communication skills. Ability to follow standardized processes and seek guidance as needed. Prioritization skills to ensure timely production of client deliverables. Willingness to travel periodically (5%–10%). Ideal Qualifications
Experience in a professional services environment. Proven experience with information reporting and withholding tax laws pertinent to US federal and state returns. Experience with tax withholding validation and withholding certificates. Experience with FATCA/CRS reporting templates. Strong analytical skills and attention to detail. Ability to adapt work style to collaborate with internal and client teams. Proficiency in trust tax software. What We Look For
We’re interested in tax professionals who are committed to delivering outstanding services to clients, working with people from diverse backgrounds, and acting as trusted advisors to maintain EY’s reputation for excellence. What We Offer You
Comprehensive compensation and benefits package; base salary ranges vary by geography. In the US, ranges are provided with location-based adjustments; Total Rewards includes medical/dental coverage, pension and 401(k) plans, and paid time off options. Hybrid work model: most client-facing roles are expected to be in person 40-60% of the time over a project or engagement. Flexible vacation policy with designated EY holidays and additional leave options 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, additional information is available here. EY focuses on high ethical standards and integrity and expects all candidates to demonstrate these qualities. EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. EY teams work across assurance, consulting, tax, strategy and transactions in more than 150 countries and territories. EY is an equal employment opportunity employer and provides reasonable accommodations to qualified individuals with disabilities including veterans. If you need assistance applying online or an accommodation during any part of the application process, please contact EY’s Talent Shared Services.
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