EY
Financial Services - Customer Tax Operations and Reporting - Tax Services Analys
EY, Baton Rouge, Louisiana, us, 70873
Financial Services - Customer Tax Operations and Reporting - Tax Services Analyst-EDGE
Join EY as a Tax Services Analyst-EDGE in the Financial Services organization, focusing on customer tax operations and reporting.
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.
Assist engagement teams with reconciliation of customer demographic data, transaction data and tax information returns to achieve complete, accurate and timely filing of those returns.
Communicate with client tax liaisons, tax compliance teams and other stakeholders to gather required information and obtain instruction or authorization necessary for timely, accurate production of tax information reporting.
Support billing and collections for tax compliance and related services.
Manage internal and external communications, including requesting and documenting receipt of client authorizations and instructions.
Analyze bridged customer data and transaction information to identify potential errors and omissions and apply knowledge of basic tax concepts to make decisions and take action to modify tax reporting coding.
Balance time between multiple projects and responsibilities, working with multiple engagement teams to serve multiple clients.
Routinely communicate with immediate supervisor and colleagues to obtain guidance and instruction pertaining to performance of work.
Skills And Attributes For Success
Timely, efficient and accurate support of the production of information reporting in a volume-driven environment within deadline-driven time frames established by governmental agencies and as dictated by the performance standards set forth by the practice’s clients.
Understanding of tax withholding certificates (Forms W-8/W-9) and FATCA/CRS Self Certification forms as well as information returns.
Understanding of vendor and client systems that support a tax operations function.
Managing internal and external communications, including requesting and documenting receipt of client authorizations and instructions.
Communicating with client tax liaisons, tax compliance teams and other stakeholders to gather required information.
Support billing and collections for tax compliance and related services.
Assist engagement team with reconciliation of customer demographic date, transaction data and tax information returns to achieve complete, accurate and timely filing of those returns.
Strong analytical skills and attention to detail.
To Qualify for the Role
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.
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, and assist with a variety of projects of varying degrees of complexity.
Ability to follow a standardized process and ask questions when needed.
Excellent organizational and verbal/written communication skills.
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.
The ability to adapt your work style to work with both internal and client team members.
A proficiency in trust tax software.
What We Offer You
Competitive compensation package with base salary range of $58,300 to $96,400 (geographic adjustments apply).
Comprehensive benefits including medical, dental, vision, 401(k) and paid time off.
Flexible hybrid work model with 40–60% in-person engagement.
Global learning and development opportunities with EY Talent Academy.
Inclusive culture and commitment to high ethical standards.
EY accepts applications for this position on an ongoing basis.
EY is committed to providing reasonable accommodation to qualified individuals with disabilities. If you need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3.
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, in accordance with applicable law.
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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.
Assist engagement teams with reconciliation of customer demographic data, transaction data and tax information returns to achieve complete, accurate and timely filing of those returns.
Communicate with client tax liaisons, tax compliance teams and other stakeholders to gather required information and obtain instruction or authorization necessary for timely, accurate production of tax information reporting.
Support billing and collections for tax compliance and related services.
Manage internal and external communications, including requesting and documenting receipt of client authorizations and instructions.
Analyze bridged customer data and transaction information to identify potential errors and omissions and apply knowledge of basic tax concepts to make decisions and take action to modify tax reporting coding.
Balance time between multiple projects and responsibilities, working with multiple engagement teams to serve multiple clients.
Routinely communicate with immediate supervisor and colleagues to obtain guidance and instruction pertaining to performance of work.
Skills And Attributes For Success
Timely, efficient and accurate support of the production of information reporting in a volume-driven environment within deadline-driven time frames established by governmental agencies and as dictated by the performance standards set forth by the practice’s clients.
Understanding of tax withholding certificates (Forms W-8/W-9) and FATCA/CRS Self Certification forms as well as information returns.
Understanding of vendor and client systems that support a tax operations function.
Managing internal and external communications, including requesting and documenting receipt of client authorizations and instructions.
Communicating with client tax liaisons, tax compliance teams and other stakeholders to gather required information.
Support billing and collections for tax compliance and related services.
Assist engagement team with reconciliation of customer demographic date, transaction data and tax information returns to achieve complete, accurate and timely filing of those returns.
Strong analytical skills and attention to detail.
To Qualify for the Role
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.
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, and assist with a variety of projects of varying degrees of complexity.
Ability to follow a standardized process and ask questions when needed.
Excellent organizational and verbal/written communication skills.
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.
The ability to adapt your work style to work with both internal and client team members.
A proficiency in trust tax software.
What We Offer You
Competitive compensation package with base salary range of $58,300 to $96,400 (geographic adjustments apply).
Comprehensive benefits including medical, dental, vision, 401(k) and paid time off.
Flexible hybrid work model with 40–60% in-person engagement.
Global learning and development opportunities with EY Talent Academy.
Inclusive culture and commitment to high ethical standards.
EY accepts applications for this position on an ongoing basis.
EY is committed to providing reasonable accommodation to qualified individuals with disabilities. If you need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3.
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, in accordance with applicable law.
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