EY
Financial Services - Customer Tax Operations and Reporting - Tax Services Analys
EY, Saint Louis, Missouri, United States, 63146
Overview
Financial Services - Customer Tax Operations and Reporting - Tax Services Analyst-EDGE Location: Anywhere in country. At EY, we’re all in to shape your future with confidence. EY is a leader in serving the global financial services marketplace with a dedicated Financial Services Organization (FSO). Join EY EDGE to work with diverse teams, deliver high-quality work, and help build a better working world. The opportunity: When you join EY EDGE, you’ll contribute to EY’s mission by applying your knowledge and experience to help clients meet business objectives, learn, grow, and build new relationships while delivering valuable work and advice. 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 client engagements, ensuring timely, accurate, and high-quality work product and delivery of services to meet deadlines. Collaborate in a highly team-oriented environment, sharing information with colleagues and maintaining effective internal and external communications related to the tax compliance process. Assist with reconciliation of customer demographic data, transaction data and tax information returns to achieve complete, accurate, and timely filing; identify and resolve reconciliation discrepancies. Support billing and collections for tax compliance and related services. Assist engagement teams with data gathering, validation, and documentation necessary for tax reporting and compliance. Routinely communicate status, guidance, and recommendations to supervisor and colleagues to ensure data accuracy and consistency in tax reporting. Qualifications
Bachelor degree (Accounting, Business, Finance or equivalent preferred). 1–2 years of experience. Proficient in Microsoft Word, Excel and PowerPoint; ability to learn other software applications. Working knowledge of 1099/1042-S reporting systems and tax compliance and information reporting rules. Ability to work independently and with a team on projects of varying complexity. Ability to follow standardized processes, ask questions when needed, and prioritize work to ensure timely client deliverables. Commit to periodic travel (5%–10%). Ideally, you’ll also have
Experience in a professional services environment. Proven experience with information reporting and withholding tax laws to prepare US federal and state information and withholding tax returns. Experience with tax withholding validation and withholding certificates; 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 tax software. What We Look For
We’re interested in tax professionals with a genuine interest in providing outstanding services to clients. You’ll work with diverse stakeholders and leverage your experience to maintain and enhance EY’s reputation for excellence. What We Offer You
Comprehensive compensation and benefits package with defined salary ranges (e.g., base ranges vary by location; total rewards include medical/dental, 401(k), paid time off). Hybrid work model with most client-serving roles expected to work in person 40-60% of the time across engagements. Flexible vacation policy and paid holidays, personal/family care, and other leaves 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. EY is committed to equal employment opportunities and reasonable accommodations for qualified individuals with disabilities. EY | Building a better working world. EY teams help clients shape the future with confidence across assurance, consulting, tax, strategy and transactions in more than 150 countries.
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Financial Services - Customer Tax Operations and Reporting - Tax Services Analyst-EDGE Location: Anywhere in country. At EY, we’re all in to shape your future with confidence. EY is a leader in serving the global financial services marketplace with a dedicated Financial Services Organization (FSO). Join EY EDGE to work with diverse teams, deliver high-quality work, and help build a better working world. The opportunity: When you join EY EDGE, you’ll contribute to EY’s mission by applying your knowledge and experience to help clients meet business objectives, learn, grow, and build new relationships while delivering valuable work and advice. 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 client engagements, ensuring timely, accurate, and high-quality work product and delivery of services to meet deadlines. Collaborate in a highly team-oriented environment, sharing information with colleagues and maintaining effective internal and external communications related to the tax compliance process. Assist with reconciliation of customer demographic data, transaction data and tax information returns to achieve complete, accurate, and timely filing; identify and resolve reconciliation discrepancies. Support billing and collections for tax compliance and related services. Assist engagement teams with data gathering, validation, and documentation necessary for tax reporting and compliance. Routinely communicate status, guidance, and recommendations to supervisor and colleagues to ensure data accuracy and consistency in tax reporting. Qualifications
Bachelor degree (Accounting, Business, Finance or equivalent preferred). 1–2 years of experience. Proficient in Microsoft Word, Excel and PowerPoint; ability to learn other software applications. Working knowledge of 1099/1042-S reporting systems and tax compliance and information reporting rules. Ability to work independently and with a team on projects of varying complexity. Ability to follow standardized processes, ask questions when needed, and prioritize work to ensure timely client deliverables. Commit to periodic travel (5%–10%). Ideally, you’ll also have
Experience in a professional services environment. Proven experience with information reporting and withholding tax laws to prepare US federal and state information and withholding tax returns. Experience with tax withholding validation and withholding certificates; 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 tax software. What We Look For
We’re interested in tax professionals with a genuine interest in providing outstanding services to clients. You’ll work with diverse stakeholders and leverage your experience to maintain and enhance EY’s reputation for excellence. What We Offer You
Comprehensive compensation and benefits package with defined salary ranges (e.g., base ranges vary by location; total rewards include medical/dental, 401(k), paid time off). Hybrid work model with most client-serving roles expected to work in person 40-60% of the time across engagements. Flexible vacation policy and paid holidays, personal/family care, and other leaves 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. EY is committed to equal employment opportunities and reasonable accommodations for qualified individuals with disabilities. EY | Building a better working world. EY teams help clients shape the future with confidence across assurance, consulting, tax, strategy and transactions in more than 150 countries.
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