EY
Financial Services - Customer Tax Operations and Reporting - Tax Services Analys
EY, Boston, Massachusetts, us, 02298
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. Join us and help build a better working world.
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.
Your Key Responsibilities
Support client engagements in day‑to‑day interactions, producing quality work products and delivering services on time.
Prepare and deliver tax information reporting (1099/1042‑S/8804), FATCA/CRS reporting, and tax withholding certificate validation (Forms W‑8/9) for banks, wealth and asset‑management firms, and insurance companies.
Collaborate with engagement teams in a highly collaborative culture, sharing information and listening to colleagues.
Analyze bridged customer data and transaction information to identify errors, apply tax concepts, and modify reporting coding for accuracy.
Manage communications with clients and internal stakeholders, document authorizations, and use tax software and Microsoft applications.
Assist with billing, collections, and reconciliation of customer demographic and transaction data.
Maintain frequent communication with supervisors and colleagues for guidance and status updates.
Skills And Attributes For Success
Timely, efficient, and accurate support in a volume‑driven environment.
Ability to balance multiple projects and responsibilities.
Understanding of tax withholding certificates, FATCA/CRS forms, and information return requirements.
Knowledge of vendor and client systems that support tax operations.
Proficiency with Microsoft Word, Excel, PowerPoint, and proprietary collaboration tools.
Strong communication, analytical, and organizational skills.
Ability to work independently and as part of a team.
To Qualify for the Role
Bachelor’s degree in Accounting, Business, Finance or comparable field.
1–2 years of experience in tax information reporting.
Working knowledge of 1099/1042‑S reporting systems and tax compliance rules.
Proficiency with basic computer software.
Ability to follow standardized processes and prioritize assignments.
Commitment to periodic travel (5%–10%).
Ideally You’ll Also Have
Experience in professional services.
Record in preparing US federal and state information returns.
Experience with FATCA/CRS and withholding validation.
Strong analytical skills and attention to detail.
Proficiency in trust tax software.
What We Look For We seek tax professionals with a genuine interest in delivering outstanding services to influential clients across all backgrounds.
What We Offer You
Comprehensive compensation package with performance‑based rewards and broad benefits.
Hybrid work model and flexible vacation policies.
Opportunity to grow future‑focused skills and experience world‑class environments.
Are You Ready to Shape Your Future with Confidence? Apply today. EY accepts applications for this position on an on‑going basis. For those living in California, additional information is available.
Equal Employment Opportunity At EY, we provide equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity, pregnancy, genetic information, national origin, veteran status, disability status, or any other legally protected basis. We are committed to providing reasonable accommodations to qualified individuals with disabilities.
Seniority Level Mid‑Senior level
Employment Type Full‑time
Job Function Finance and Sales
Industries Professional Services
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At EY, we’re all in to shape your future with confidence. Join us and help build a better working world.
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.
Your Key Responsibilities
Support client engagements in day‑to‑day interactions, producing quality work products and delivering services on time.
Prepare and deliver tax information reporting (1099/1042‑S/8804), FATCA/CRS reporting, and tax withholding certificate validation (Forms W‑8/9) for banks, wealth and asset‑management firms, and insurance companies.
Collaborate with engagement teams in a highly collaborative culture, sharing information and listening to colleagues.
Analyze bridged customer data and transaction information to identify errors, apply tax concepts, and modify reporting coding for accuracy.
Manage communications with clients and internal stakeholders, document authorizations, and use tax software and Microsoft applications.
Assist with billing, collections, and reconciliation of customer demographic and transaction data.
Maintain frequent communication with supervisors and colleagues for guidance and status updates.
Skills And Attributes For Success
Timely, efficient, and accurate support in a volume‑driven environment.
Ability to balance multiple projects and responsibilities.
Understanding of tax withholding certificates, FATCA/CRS forms, and information return requirements.
Knowledge of vendor and client systems that support tax operations.
Proficiency with Microsoft Word, Excel, PowerPoint, and proprietary collaboration tools.
Strong communication, analytical, and organizational skills.
Ability to work independently and as part of a team.
To Qualify for the Role
Bachelor’s degree in Accounting, Business, Finance or comparable field.
1–2 years of experience in tax information reporting.
Working knowledge of 1099/1042‑S reporting systems and tax compliance rules.
Proficiency with basic computer software.
Ability to follow standardized processes and prioritize assignments.
Commitment to periodic travel (5%–10%).
Ideally You’ll Also Have
Experience in professional services.
Record in preparing US federal and state information returns.
Experience with FATCA/CRS and withholding validation.
Strong analytical skills and attention to detail.
Proficiency in trust tax software.
What We Look For We seek tax professionals with a genuine interest in delivering outstanding services to influential clients across all backgrounds.
What We Offer You
Comprehensive compensation package with performance‑based rewards and broad benefits.
Hybrid work model and flexible vacation policies.
Opportunity to grow future‑focused skills and experience world‑class environments.
Are You Ready to Shape Your Future with Confidence? Apply today. EY accepts applications for this position on an on‑going basis. For those living in California, additional information is available.
Equal Employment Opportunity At EY, we provide equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity, pregnancy, genetic information, national origin, veteran status, disability status, or any other legally protected basis. We are committed to providing reasonable accommodations to qualified individuals with disabilities.
Seniority Level Mid‑Senior level
Employment Type Full‑time
Job Function Finance and Sales
Industries Professional Services
#J-18808-Ljbffr