EY
Financial Services - Customer Tax Operations and Reporting - Tax Services Analys
EY, Wichita, Kansas, United States, 67232
Financial Services - Customer Tax Operations and Reporting - Tax Services Analyst (EDGE)
Location: Anywhere in the country. 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 build a better working world. 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 events that continue to reshape and redefine the industry. We work side by side with clients from banking, capital markets, wealth and asset management, and insurance. The opportunity: When you join EY EDGE, you’ll be at the heart of EY’s mission to build a better working world by assisting clients in meeting their business objectives. You’ll learn, grow and contribute by building new relationships and delivering high-quality, valuable work and advice. 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-8/9), and related withholding and reporting reconciliations for engagements with banks, wealth and asset management firms, and insurance companies. Participate in day-to-day interactions with team members and deliver quality work products within deadlines. Analyze bridged customer data and transaction information to identify potential errors and omissions, applying tax concepts to modify reporting codes or transaction details to support accurate tax reporting. Document receipt of client authorizations and instructions, and maintain correspondence material to the tax compliance process. Assist in billing and collections for tax compliance and related services. Skills and Attributes for Success
Timely, efficient and accurate support in a volume-driven environment within strict deadlines. Balancing multiple projects and responsibilities across multiple engagement teams. Understanding of tax withholding certificates (Forms W-8/W-9) and FATCA/CRS self‑certification forms, including the required data for accurate reporting. Knowledge of vendor and client systems supporting tax operations. Strong analytical skills to identify and resolve discrepancies. Proficient in Microsoft Word, Excel, PowerPoint and basic tax software tools. Effective communication with client tax liaisons, compliance teams and stakeholders. Ability to support billing, collections, and reconciliation of customer demographics and tax return data. Qualifications
Bachelor’s degree in Accounting, Business, Finance, or related field. 1–2 years of experience in tax compliance, information reporting, or related area. Proficiency with basic computer software applications. Working knowledge of 1099/1042-S reporting systems. Knowledge of tax compliance and information reporting rules. Ability to work independently and with a team, handling projects of varying complexity. Excellent organizational, verbal and written communication skills. Willingness to travel 5–10% of time. Preferred Experience
Professional services environment experience. Record in information reporting and withholding tax laws. Experience with tax withholding validation and certificates. Knowledge of FATCA/CRS reporting templates. Strong analytical skills and attention to detail. Ability to adapt to working with both internal and client teams. Proficiency in tax software. 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 diverse backgrounds, you’ll use your experience as a trusted advisor to maintain and further our reputation for excellence. What We Offer You
Comprehensive compensation and benefits package with performance-based rewards. Hybrid work model with 40–60% in-person client engagement. Flexible vacation policy and paid time off options. Global learning and development opportunities. Apply Today
Are you ready to shape your future with confidence? Apply now. EY accepts applications for this position on an ongoing basis. EY is committed to equal employment opportunities and reasonable accommodations for qualified individuals with disabilities.
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Location: Anywhere in the country. 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 build a better working world. 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 events that continue to reshape and redefine the industry. We work side by side with clients from banking, capital markets, wealth and asset management, and insurance. The opportunity: When you join EY EDGE, you’ll be at the heart of EY’s mission to build a better working world by assisting clients in meeting their business objectives. You’ll learn, grow and contribute by building new relationships and delivering high-quality, valuable work and advice. 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-8/9), and related withholding and reporting reconciliations for engagements with banks, wealth and asset management firms, and insurance companies. Participate in day-to-day interactions with team members and deliver quality work products within deadlines. Analyze bridged customer data and transaction information to identify potential errors and omissions, applying tax concepts to modify reporting codes or transaction details to support accurate tax reporting. Document receipt of client authorizations and instructions, and maintain correspondence material to the tax compliance process. Assist in billing and collections for tax compliance and related services. Skills and Attributes for Success
Timely, efficient and accurate support in a volume-driven environment within strict deadlines. Balancing multiple projects and responsibilities across multiple engagement teams. Understanding of tax withholding certificates (Forms W-8/W-9) and FATCA/CRS self‑certification forms, including the required data for accurate reporting. Knowledge of vendor and client systems supporting tax operations. Strong analytical skills to identify and resolve discrepancies. Proficient in Microsoft Word, Excel, PowerPoint and basic tax software tools. Effective communication with client tax liaisons, compliance teams and stakeholders. Ability to support billing, collections, and reconciliation of customer demographics and tax return data. Qualifications
Bachelor’s degree in Accounting, Business, Finance, or related field. 1–2 years of experience in tax compliance, information reporting, or related area. Proficiency with basic computer software applications. Working knowledge of 1099/1042-S reporting systems. Knowledge of tax compliance and information reporting rules. Ability to work independently and with a team, handling projects of varying complexity. Excellent organizational, verbal and written communication skills. Willingness to travel 5–10% of time. Preferred Experience
Professional services environment experience. Record in information reporting and withholding tax laws. Experience with tax withholding validation and certificates. Knowledge of FATCA/CRS reporting templates. Strong analytical skills and attention to detail. Ability to adapt to working with both internal and client teams. Proficiency in tax software. 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 diverse backgrounds, you’ll use your experience as a trusted advisor to maintain and further our reputation for excellence. What We Offer You
Comprehensive compensation and benefits package with performance-based rewards. Hybrid work model with 40–60% in-person client engagement. Flexible vacation policy and paid time off options. Global learning and development opportunities. Apply Today
Are you ready to shape your future with confidence? Apply now. EY accepts applications for this position on an ongoing basis. EY is committed to equal employment opportunities and reasonable accommodations for qualified individuals with disabilities.
#J-18808-Ljbffr