Ernst & Young Advisory Services Sdn Bhd
Financial Services - Customer Tax Operations and Reporting - Tax Services Analys
Ernst & Young Advisory Services Sdn Bhd, Dallas, Texas, United States, 75215
Financial Services - Customer Tax Operations and Reporting - Tax Services Analyst-EDGE
Location: Anywhere in country.
Requisition ID: 1624525
Opportunity When you join EY EDGE, you’ll be at the heart of EY’s mission to build a better working world by applying your knowledge, skills, and experience in assisting clients in meeting their business objectives. You will learn, grow, and contribute—building new relationships and discovering the satisfaction that comes with producing high‑quality, valued work and advice.
Your Key Responsibilities You’re likely to spend your time on a diverse array of projects, responsibilities and tasks, supporting client engagements by participating in day‑to‑day interactions with team members, providing a quality work product and driving delivery of services to meet deadlines. You will 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‑8/9) and related withholding and reporting reconciliations for engagements with banks, wealth and asset management firms and insurance companies.
Skills and Attributes for Success
Timely, efficient and accurate support of the production of information reporting in a volume‑driven environment within deadline‑driven time frames established by governmental agencies and clients.
Ability to balance time between multiple projects and responsibilities, working with multiple engagement teams to serve multiple clients.
Understanding of tax withholding certificates (Forms W‑8/W‑9) and FATCA/CRS Self‑Certification forms as well as related information returns.
Knowledge of vendor and client systems that support a tax operations function.
Analyzing bridged customer data and transaction information to identify potential errors and omissions and to apply basic tax concepts in modifying tax reporting.
Managing internal and external communications, including requesting and documenting receipt of client authorizations.
Communicating with client tax liaisons, tax compliance teams and other stakeholders to gather required information.
Support billing and collections for tax compliance and related services.
Assist engagement team with reconciliation of customer demographics, transaction data and tax information returns to achieve complete and timely filing.
Consistently communicate with supervisors and colleagues regarding performance, updates and data issue corrections.
To Qualify for the Role, You Must Have
Bachelor’s degree (Accounting, Business, Finance or equivalent preferred).
1–2 years of experience.
Proficiency in Microsoft Word, Excel and PowerPoint.
Working knowledge of 1099/1042‑S reporting systems.
Working knowledge of tax compliance and information reporting rules.
Ability to work both independently and as part of a team on projects of varying complexity.
Strong organizational and written/verbal communication skills.
Prioritization skills to meet workflow and client deliverables.
Commitment to periodic travel (5–10%).
Ideally, You’ll Also Have
Experience in a professional services environment.
Record in information reporting and withholding tax laws.
Experience with tax withholding validation and complete tax withholding certificates.
Experience with FATCA/CRS reporting templates.
Strong analytical skills and attention to detail.
Proficiency in trust tax software.
What We Look For Tax professionals with a genuine interest in providing outstanding services to clients across all backgrounds. You’ll use your expertise to maintain and enhance EY’s reputation for excellence.
What We Offer You At EY, we’ll develop you with future‑focused skills and equip you with world‑class experiences.
Comprehensive compensation and benefits package with a base salary range of $58,300 to $96,400 (varies by location). Includes medical, dental, pension, 401(k), and paid time off.
Hybrid model with in‑office collaboration 40‑60% of the time.
Flexible vacation policy allowing you to choose the amount of vacation time that suits you.
Are You Ready to Shape Your Future With Confidence? Apply Today. EY accepts applications for this position on an on‑going basis.
Nearest Major Market Dallas Nearest Secondary Market: Fort Worth
Equal Opportunity Employer Statement 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. EY is committed to providing reasonable accommodation to qualified individuals with disabilities, including veterans with disabilities. For assistance applying online or requests for accommodation, please call 1‑800‑EY‑HELP3.
Legal Disclaimer EY refers to the global organization and may refer to one or more, of the member firms of Ernst & Young Global Limited. Ernst & Young Global Limited is a UK company limited by guarantee and does not provide services to clients.
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Requisition ID: 1624525
Opportunity When you join EY EDGE, you’ll be at the heart of EY’s mission to build a better working world by applying your knowledge, skills, and experience in assisting clients in meeting their business objectives. You will learn, grow, and contribute—building new relationships and discovering the satisfaction that comes with producing high‑quality, valued work and advice.
Your Key Responsibilities You’re likely to spend your time on a diverse array of projects, responsibilities and tasks, supporting client engagements by participating in day‑to‑day interactions with team members, providing a quality work product and driving delivery of services to meet deadlines. You will 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‑8/9) and related withholding and reporting reconciliations for engagements with banks, wealth and asset management firms and insurance companies.
Skills and Attributes for Success
Timely, efficient and accurate support of the production of information reporting in a volume‑driven environment within deadline‑driven time frames established by governmental agencies and clients.
Ability to balance time between multiple projects and responsibilities, working with multiple engagement teams to serve multiple clients.
Understanding of tax withholding certificates (Forms W‑8/W‑9) and FATCA/CRS Self‑Certification forms as well as related information returns.
Knowledge of vendor and client systems that support a tax operations function.
Analyzing bridged customer data and transaction information to identify potential errors and omissions and to apply basic tax concepts in modifying tax reporting.
Managing internal and external communications, including requesting and documenting receipt of client authorizations.
Communicating with client tax liaisons, tax compliance teams and other stakeholders to gather required information.
Support billing and collections for tax compliance and related services.
Assist engagement team with reconciliation of customer demographics, transaction data and tax information returns to achieve complete and timely filing.
Consistently communicate with supervisors and colleagues regarding performance, updates and data issue corrections.
To Qualify for the Role, You Must Have
Bachelor’s degree (Accounting, Business, Finance or equivalent preferred).
1–2 years of experience.
Proficiency in Microsoft Word, Excel and PowerPoint.
Working knowledge of 1099/1042‑S reporting systems.
Working knowledge of tax compliance and information reporting rules.
Ability to work both independently and as part of a team on projects of varying complexity.
Strong organizational and written/verbal communication skills.
Prioritization skills to meet workflow and client deliverables.
Commitment to periodic travel (5–10%).
Ideally, You’ll Also Have
Experience in a professional services environment.
Record in information reporting and withholding tax laws.
Experience with tax withholding validation and complete tax withholding certificates.
Experience with FATCA/CRS reporting templates.
Strong analytical skills and attention to detail.
Proficiency in trust tax software.
What We Look For Tax professionals with a genuine interest in providing outstanding services to clients across all backgrounds. You’ll use your expertise to maintain and enhance EY’s reputation for excellence.
What We Offer You At EY, we’ll develop you with future‑focused skills and equip you with world‑class experiences.
Comprehensive compensation and benefits package with a base salary range of $58,300 to $96,400 (varies by location). Includes medical, dental, pension, 401(k), and paid time off.
Hybrid model with in‑office collaboration 40‑60% of the time.
Flexible vacation policy allowing you to choose the amount of vacation time that suits you.
Are You Ready to Shape Your Future With Confidence? Apply Today. EY accepts applications for this position on an on‑going basis.
Nearest Major Market Dallas Nearest Secondary Market: Fort Worth
Equal Opportunity Employer Statement 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. EY is committed to providing reasonable accommodation to qualified individuals with disabilities, including veterans with disabilities. For assistance applying online or requests for accommodation, please call 1‑800‑EY‑HELP3.
Legal Disclaimer EY refers to the global organization and may refer to one or more, of the member firms of Ernst & Young Global Limited. Ernst & Young Global Limited is a UK company limited by guarantee and does not provide services to clients.
#J-18808-Ljbffr