EY
Financial Services - Customer Tax Operations and Reporting - Tax Services Analys
EY, Englewood, Colorado, us, 80151
Financial Services – Customer Tax Operations and Reporting – Tax Services Analyst (EDGE)
Location:
Anywhere in the country.
At EY, our Financial Services Organization (FSO) is a leader in serving the global financial services marketplace. We focus on building a trusted and flourishing financial services industry, and we invite passionate professionals to join our dynamic FSO team.
Key Responsibilities As a Tax Services Analyst, you will support client engagements by participating in day‑to‑day interactions with team members and delivering high‑quality tax information reporting. Your tasks will include:
Providing timely, efficient and accurate support for the production of tax information reports (1099/1042‑S/8804), FATCA/CRS reporting, and tax withholding certificate validation (Forms W‑8/W‑9).
Balancing time between multiple projects and responsibilities, working with multiple engagement teams to serve multiple clients.
Ensuring accuracy in tax reporting by reviewing vendor and client systems and analyzing bridged customer data and transaction information.
Managing internal and external communications, including documenting receipt of client authorizations and correspondence essential to the tax compliance process.
Communicating with client tax liaisons, tax compliance teams and stakeholders to gather required information, and obtain instruction or authorization for timely, accurate production.
Supporting billing and collections for tax compliance and related services.
Assisting the engagement team with reconciliation of customer demographic data, transaction data, and tax information returns to achieve complete, accurate and timely filing.
Consistently communicating with supervisors and colleagues for guidance and updates on work status and data corrections.
Qualifications and Attributes for Success
Bachelor’s degree (Accounting, Business, Finance or a related field).
1–2 years of relevant experience.
Proficiency in Microsoft Word, Excel, PowerPoint and ability to learn other software applications.
Knowledge of 1099/1042‑S reporting systems.
Understanding of tax compliance and information reporting rules.
Ability to work effectively both independently and as part of a team.
Strong organizational and written communication skills.
Ability to follow standardized processes and ask clarifying questions.
Prioritization skills to achieve timely delivery of client deliverables.
Commitment to periodic travel (5%–10%).
Ideal Qualifications
Experience in a professional services environment.
Proven record in information reporting and withholding tax laws and concepts.
Experience with tax withholding validation and completion of tax withholding certificates.
Experience with FATCA/CRS reporting templates.
Strong analytical skills and attention to detail.
Ability to adapt work style for collaboration with internal and client teams.
Proficiency in trust tax software.
Compensation and Benefits
Base salary range in all U.S. geographic locations: $58,300–$96,400. In the New York City Metro Area, Washington State and California (excluding Sacramento) the range is $70,100–$109,400.
Comprehensive compensation and benefits package including medical, dental, pension and 401(k) plans.
Paid time off and flexible vacation policy.
Hybrid work model with approximately 60% on‑site collaboration over the engagement or project year.
Opportunities for career development and future‑focused skill building.
Equal Employment Opportunity EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities. If you have a disability and need assistance applying online or require accommodations, please contact 1-800-EY-HELP3.
Other Information Seniority level: Mid‑Senior level. Employment type: Full‑time. Job function: Finance and Sales. Industries: Professional Services.
Apply now – EY accepts applications on an ongoing basis.
#J-18808-Ljbffr
Anywhere in the country.
At EY, our Financial Services Organization (FSO) is a leader in serving the global financial services marketplace. We focus on building a trusted and flourishing financial services industry, and we invite passionate professionals to join our dynamic FSO team.
Key Responsibilities As a Tax Services Analyst, you will support client engagements by participating in day‑to‑day interactions with team members and delivering high‑quality tax information reporting. Your tasks will include:
Providing timely, efficient and accurate support for the production of tax information reports (1099/1042‑S/8804), FATCA/CRS reporting, and tax withholding certificate validation (Forms W‑8/W‑9).
Balancing time between multiple projects and responsibilities, working with multiple engagement teams to serve multiple clients.
Ensuring accuracy in tax reporting by reviewing vendor and client systems and analyzing bridged customer data and transaction information.
Managing internal and external communications, including documenting receipt of client authorizations and correspondence essential to the tax compliance process.
Communicating with client tax liaisons, tax compliance teams and stakeholders to gather required information, and obtain instruction or authorization for timely, accurate production.
Supporting billing and collections for tax compliance and related services.
Assisting the engagement team with reconciliation of customer demographic data, transaction data, and tax information returns to achieve complete, accurate and timely filing.
Consistently communicating with supervisors and colleagues for guidance and updates on work status and data corrections.
Qualifications and Attributes for Success
Bachelor’s degree (Accounting, Business, Finance or a related field).
1–2 years of relevant experience.
Proficiency in Microsoft Word, Excel, PowerPoint and ability to learn other software applications.
Knowledge of 1099/1042‑S reporting systems.
Understanding of tax compliance and information reporting rules.
Ability to work effectively both independently and as part of a team.
Strong organizational and written communication skills.
Ability to follow standardized processes and ask clarifying questions.
Prioritization skills to achieve timely delivery of client deliverables.
Commitment to periodic travel (5%–10%).
Ideal Qualifications
Experience in a professional services environment.
Proven record in information reporting and withholding tax laws and concepts.
Experience with tax withholding validation and completion of tax withholding certificates.
Experience with FATCA/CRS reporting templates.
Strong analytical skills and attention to detail.
Ability to adapt work style for collaboration with internal and client teams.
Proficiency in trust tax software.
Compensation and Benefits
Base salary range in all U.S. geographic locations: $58,300–$96,400. In the New York City Metro Area, Washington State and California (excluding Sacramento) the range is $70,100–$109,400.
Comprehensive compensation and benefits package including medical, dental, pension and 401(k) plans.
Paid time off and flexible vacation policy.
Hybrid work model with approximately 60% on‑site collaboration over the engagement or project year.
Opportunities for career development and future‑focused skill building.
Equal Employment Opportunity EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities. If you have a disability and need assistance applying online or require accommodations, please contact 1-800-EY-HELP3.
Other Information Seniority level: Mid‑Senior level. Employment type: Full‑time. Job function: Finance and Sales. Industries: Professional Services.
Apply now – EY accepts applications on an ongoing basis.
#J-18808-Ljbffr