EY
Financial Services - Customer Tax Operations and Reporting - Tax Services Analys
EY, Tallahassee, Florida, us, 32318
Financial Services - Customer Tax Operations and Reporting - Tax Services Analyst-EDGE
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. 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. 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 and Insurance. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing, and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team! The opportunity
When you join EY EDGE, you’ll be at the heart of EY’s critical 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
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 to provide a quality work product and drive delivery of services to meet deadlines. Work in a highly collaborative culture, where listening to and sharing information with colleagues is an essential part of the role. Communicate with client tax liaisons, tax compliance teams and other stakeholders to gather required information and obtain instruction or authorization for timely, accurate production of tax information reporting. Support billing and collections for tax compliance and related services. Assist engagement teams with reconciliation of customer demographic data, transaction data and tax information returns to achieve complete, accurate and timely filing. Identify and resolve reconciliation discrepancies and provide updates on status of work to supervisor and colleagues as needed. To qualify for the role, you must have
Bachelor degree (Accounting, Business, Finance or equivalent degree preferred) 1–2 years of experience Proficient in basic computer software applications, including Microsoft Word, Excel and PowerPoint and ability to learn other software applications Working knowledge of 1099/1042-S reporting systems Working knowledge of tax compliance and information reporting rules Ability to work effectively both independently and with a team Ability to follow a standardized process and ask questions when needed Prioritization of assignments to achieve appropriate workflow and timely production of client deliverables Commit to periodic travel (5%–10%) Ideally, you’ll also have
Experience in a professional services environment A proven record in information reporting and withholding tax laws and concepts required to prepare US federal and state information and withholding tax returns Experience with tax withholding validation and complete tax 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 team members A proficiency in trust 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 people from all backgrounds, from executives and entrepreneurs to investors and families, you’ll use your experience and status as a trusted advisor to maintain and further our reputation for excellence. What We Offer You
We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance. The base salary range for this job in all geographic locations in the US is $58,300 to $96,400. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $70,100 to $109,400. Individual salaries within those ranges are determined through factors including education, experience, knowledge, skills and geography. Our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. Join us in our team-led and leader-enabled hybrid model with most client-serving roles working in person 40-60% of the time over the course of an engagement or year. Flexible vacation policy and designated EY Holidays, as well as Personal/Family Care and other leaves to support well-being. Are you ready to shape your future with confidence? Apply today. EY accepts applications for this position on an ongoing basis.
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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. 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. 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 and Insurance. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing, and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team! The opportunity
When you join EY EDGE, you’ll be at the heart of EY’s critical 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
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 to provide a quality work product and drive delivery of services to meet deadlines. Work in a highly collaborative culture, where listening to and sharing information with colleagues is an essential part of the role. Communicate with client tax liaisons, tax compliance teams and other stakeholders to gather required information and obtain instruction or authorization for timely, accurate production of tax information reporting. Support billing and collections for tax compliance and related services. Assist engagement teams with reconciliation of customer demographic data, transaction data and tax information returns to achieve complete, accurate and timely filing. Identify and resolve reconciliation discrepancies and provide updates on status of work to supervisor and colleagues as needed. To qualify for the role, you must have
Bachelor degree (Accounting, Business, Finance or equivalent degree preferred) 1–2 years of experience Proficient in basic computer software applications, including Microsoft Word, Excel and PowerPoint and ability to learn other software applications Working knowledge of 1099/1042-S reporting systems Working knowledge of tax compliance and information reporting rules Ability to work effectively both independently and with a team Ability to follow a standardized process and ask questions when needed Prioritization of assignments to achieve appropriate workflow and timely production of client deliverables Commit to periodic travel (5%–10%) Ideally, you’ll also have
Experience in a professional services environment A proven record in information reporting and withholding tax laws and concepts required to prepare US federal and state information and withholding tax returns Experience with tax withholding validation and complete tax 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 team members A proficiency in trust 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 people from all backgrounds, from executives and entrepreneurs to investors and families, you’ll use your experience and status as a trusted advisor to maintain and further our reputation for excellence. What We Offer You
We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance. The base salary range for this job in all geographic locations in the US is $58,300 to $96,400. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $70,100 to $109,400. Individual salaries within those ranges are determined through factors including education, experience, knowledge, skills and geography. Our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. Join us in our team-led and leader-enabled hybrid model with most client-serving roles working in person 40-60% of the time over the course of an engagement or year. Flexible vacation policy and designated EY Holidays, as well as Personal/Family Care and other leaves to support well-being. Are you ready to shape your future with confidence? Apply today. EY accepts applications for this position on an ongoing basis.
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