EY
Financial Services - Customer Tax Operations and Reporting - Tax Services Analys
EY, Akron, Ohio, United States, 44329
Financial Services - Customer Tax Operations and Reporting - Tax Services Analyst-EDGE
Location: Anywhere in country.
Join EY as a Tax Services Analyst-EDGE and help shape the future of the global financial services industry. As part of the Financial Services Organization (FSO), you will partner with banks, wealth and asset management firms, and insurance companies to deliver high‑quality tax information reporting and compliance services.
Key Responsibilities
Support the Customer Tax Operations practice with preparation and delivery of tax information reporting (1099/1042‑S/8804), FATCA/CRS reporting, and tax withholding certificate validation (Forms W‑8/9).
Participate in day‑to‑day interactions with engagement teams, providing a quality work product and driving the delivery of services to meet deadlines.
Analyze bridged customer data and transaction information to identify potential errors and omissions, applying tax concepts to modify tax reporting coding or transaction coding for accuracy.
Manage internal and external communications, including requesting and documenting receipt of client authorizations and instructions, and coordinating with tax compliance teams and stakeholders to obtain timely, accurate production of tax information reporting.
Assist with reconciliation of customer demographic data, transaction data, and tax information returns to achieve complete, accurate and timely filing, including identifying and resolving discrepancies.
Support billing and collections for tax compliance and related services.
Skills and Attributes for Success
Timely, efficient and accurate support of information reporting in a volume‑driven, deadline‑driven environment.
Ability to balance time between multiple projects and responsibilities across engagement teams.
Understanding of tax withholding certificates (Forms W‑8/W‑9) and FATCA/CRS Self‑Certification forms, including required data for accuracy.
Knowledge of vendor and client systems that support a tax operations function.
Proficiency with Microsoft Word, Excel, PowerPoint, and proprietary client collaboration tools.
Strong written and verbal communication skills, with the ability to document client authorizations and provide status updates.
Responsibility for supporting billing and collections activities.
Qualifications
Bachelor’s degree in Accounting, Business, Finance or related field.
1–2 years of experience in tax compliance or information reporting.
Proficient in Microsoft Word, Excel and PowerPoint, with ability to learn other software.
Working knowledge of 1099/1042‑S reporting systems and tax compliance and information reporting rules.
Capacity to work independently and as part of a team on projects of varying complexity.
Organizational and communicative excellence, with ability to follow a standardized process and ask questions when needed.
Prioritization skills to achieve workflow and timely production of client deliverables.
Commit to periodic travel (5–10%).
Preferred Experience
Professional services environment background.
Proven record in information reporting and withholding tax law compliance for US federal and state returns.
Experience with tax withholding validation and certificate completion.
Familiarity with FATCA/CRS reporting templates.
Strong analytical skills and attention to detail.
Ability to adapt work style for internal and client teams.
Proficiency in trust tax software.
What We Offer
Competitive base salary ($58,300–$96,400 nationwide; higher ranges for major metro areas) and a comprehensive Total Rewards package including medical, dental, pension and 401(k) plans, and paid time off.
Hybrid work model with a 40–60% in‑person expectation for client‑serving roles.
Flexible vacation policy and time off for EY paid holidays, seasonal breaks and personal/family care.
Career growth opportunities in a globally connected, diverse network.
Seniority Level Mid‑Senior level
Employment Type Full‑time
Job Function Finance and Sales
Industries Professional Services
Equal Employment Opportunity EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity or expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, and is committed to providing reasonable accommodation to qualified individuals with disabilities.
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Join EY as a Tax Services Analyst-EDGE and help shape the future of the global financial services industry. As part of the Financial Services Organization (FSO), you will partner with banks, wealth and asset management firms, and insurance companies to deliver high‑quality tax information reporting and compliance services.
Key Responsibilities
Support the Customer Tax Operations practice with preparation and delivery of tax information reporting (1099/1042‑S/8804), FATCA/CRS reporting, and tax withholding certificate validation (Forms W‑8/9).
Participate in day‑to‑day interactions with engagement teams, providing a quality work product and driving the delivery of services to meet deadlines.
Analyze bridged customer data and transaction information to identify potential errors and omissions, applying tax concepts to modify tax reporting coding or transaction coding for accuracy.
Manage internal and external communications, including requesting and documenting receipt of client authorizations and instructions, and coordinating with tax compliance teams and stakeholders to obtain timely, accurate production of tax information reporting.
Assist with reconciliation of customer demographic data, transaction data, and tax information returns to achieve complete, accurate and timely filing, including identifying and resolving discrepancies.
Support billing and collections for tax compliance and related services.
Skills and Attributes for Success
Timely, efficient and accurate support of information reporting in a volume‑driven, deadline‑driven environment.
Ability to balance time between multiple projects and responsibilities across engagement teams.
Understanding of tax withholding certificates (Forms W‑8/W‑9) and FATCA/CRS Self‑Certification forms, including required data for accuracy.
Knowledge of vendor and client systems that support a tax operations function.
Proficiency with Microsoft Word, Excel, PowerPoint, and proprietary client collaboration tools.
Strong written and verbal communication skills, with the ability to document client authorizations and provide status updates.
Responsibility for supporting billing and collections activities.
Qualifications
Bachelor’s degree in Accounting, Business, Finance or related field.
1–2 years of experience in tax compliance or information reporting.
Proficient in Microsoft Word, Excel and PowerPoint, with ability to learn other software.
Working knowledge of 1099/1042‑S reporting systems and tax compliance and information reporting rules.
Capacity to work independently and as part of a team on projects of varying complexity.
Organizational and communicative excellence, with ability to follow a standardized process and ask questions when needed.
Prioritization skills to achieve workflow and timely production of client deliverables.
Commit to periodic travel (5–10%).
Preferred Experience
Professional services environment background.
Proven record in information reporting and withholding tax law compliance for US federal and state returns.
Experience with tax withholding validation and certificate completion.
Familiarity with FATCA/CRS reporting templates.
Strong analytical skills and attention to detail.
Ability to adapt work style for internal and client teams.
Proficiency in trust tax software.
What We Offer
Competitive base salary ($58,300–$96,400 nationwide; higher ranges for major metro areas) and a comprehensive Total Rewards package including medical, dental, pension and 401(k) plans, and paid time off.
Hybrid work model with a 40–60% in‑person expectation for client‑serving roles.
Flexible vacation policy and time off for EY paid holidays, seasonal breaks and personal/family care.
Career growth opportunities in a globally connected, diverse network.
Seniority Level Mid‑Senior level
Employment Type Full‑time
Job Function Finance and Sales
Industries Professional Services
Equal Employment Opportunity EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity or expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, and is committed to providing reasonable accommodation to qualified individuals with disabilities.
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