EY
Financial Services - Customer Tax Operations and Reporting - Tax Services Analys
EY, Portland, Oregon, United States, 97204
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 build a better working world.
Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish. If you have a passion for rallying together to solve complex challenges, come join our dynamic FSO team!
The 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 to assist 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.
Participate in day‑to‑day interactions with team members supporting client engagements, providing a quality work product and driving delivery of services to meet deadlines.
Analyze bridged customer data and transaction information to identify potential errors and omissions and adjust tax reporting coding to ensure accuracy.
Manage internal and external communications, including requesting and documenting client authorizations, preparing correspondence, and utilizing tax software and Microsoft Office tools.
Support billing and collections for tax compliance and related services.
Assist engagement teams with reconciling customer demographic data, transaction data and tax information returns to achieve complete, accurate and timely filing.
Skills And Attributes for Success
Timely, efficient and accurate support of production of information reporting in a volume‑driven environment within government deadlines.
Balancing time between multiple projects and responsibilities, working with multiple engagement teams.
Understanding of tax withholding certificates (W-8/W-9) and FATCA/CRS forms and required data for accurate tax reporting.
Knowledge of vendor and client systems supporting tax operations.
Ability to analyze data, identify errors, and make decisions to modify tax reporting.
Strong communication skills with clients and internal stakeholders.
Qualifications
Bachelor’s degree in Accounting, Business, Finance or related field.
1–2 years of experience in tax compliance or information reporting.
Proficiency in Microsoft Word, Excel, PowerPoint and ability to learn other software.
Working knowledge of 1099/1042-S reporting systems and tax compliance rules.
Ability to work independently and with a team on projects of varying complexity.
Excellent organizational and written communication skills.
Commitment to periodic travel (5–10%).
Preferred Experience
Experience in a professional services environment.
Record in information reporting and withholding tax laws.
Experience with FATCA/CRS reporting templates.
Strong analytical skills and attention to detail.
Proficiency in trust tax software.
What We Look For We’re interested in tax professionals who provide outstanding services to influential clients and act as trusted advisors.
What We Offer You
A comprehensive compensation and benefits package (base salary range $58,300–$96,400 in the US; higher ranges for NY, WA, CA). Includes medical, dental, pension, 401(k) and paid time off.
Hybrid work model: 40–60% in‑person client engagement.
Flexible vacation policy and paid holidays.
Are you ready to shape your future with confidence? Apply today. EY accepts applications on an ongoing basis.
For those living in California, additional information is available.
EY focuses on high‑ethical standards and integrity. All candidates must demonstrate these qualities.
Equal Opportunity 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.
#J-18808-Ljbffr
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 build a better working world.
Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish. If you have a passion for rallying together to solve complex challenges, come join our dynamic FSO team!
The 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 to assist 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.
Participate in day‑to‑day interactions with team members supporting client engagements, providing a quality work product and driving delivery of services to meet deadlines.
Analyze bridged customer data and transaction information to identify potential errors and omissions and adjust tax reporting coding to ensure accuracy.
Manage internal and external communications, including requesting and documenting client authorizations, preparing correspondence, and utilizing tax software and Microsoft Office tools.
Support billing and collections for tax compliance and related services.
Assist engagement teams with reconciling customer demographic data, transaction data and tax information returns to achieve complete, accurate and timely filing.
Skills And Attributes for Success
Timely, efficient and accurate support of production of information reporting in a volume‑driven environment within government deadlines.
Balancing time between multiple projects and responsibilities, working with multiple engagement teams.
Understanding of tax withholding certificates (W-8/W-9) and FATCA/CRS forms and required data for accurate tax reporting.
Knowledge of vendor and client systems supporting tax operations.
Ability to analyze data, identify errors, and make decisions to modify tax reporting.
Strong communication skills with clients and internal stakeholders.
Qualifications
Bachelor’s degree in Accounting, Business, Finance or related field.
1–2 years of experience in tax compliance or information reporting.
Proficiency in Microsoft Word, Excel, PowerPoint and ability to learn other software.
Working knowledge of 1099/1042-S reporting systems and tax compliance rules.
Ability to work independently and with a team on projects of varying complexity.
Excellent organizational and written communication skills.
Commitment to periodic travel (5–10%).
Preferred Experience
Experience in a professional services environment.
Record in information reporting and withholding tax laws.
Experience with FATCA/CRS reporting templates.
Strong analytical skills and attention to detail.
Proficiency in trust tax software.
What We Look For We’re interested in tax professionals who provide outstanding services to influential clients and act as trusted advisors.
What We Offer You
A comprehensive compensation and benefits package (base salary range $58,300–$96,400 in the US; higher ranges for NY, WA, CA). Includes medical, dental, pension, 401(k) and paid time off.
Hybrid work model: 40–60% in‑person client engagement.
Flexible vacation policy and paid holidays.
Are you ready to shape your future with confidence? Apply today. EY accepts applications on an ongoing basis.
For those living in California, additional information is available.
EY focuses on high‑ethical standards and integrity. All candidates must demonstrate these qualities.
Equal Opportunity 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.
#J-18808-Ljbffr