EY
Tax Experienced Staff - FSO - Financial Instruments Tax Solutions
EY, Washington, District of Columbia, us, 20022
Tax Experienced Staff - FSO - Financial Instruments Tax Solutions
Location: Anywhere in Country
At EY, we’re all in to shape your future with confidence. Join EY and help build a better working world.
Tax – Global Compliance & Reporting Financial Instruments Tax Solutions – Financial Services Organization – Experienced Staff
The opportunity
EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry – the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team! As a Senior in EY’s Financial Instruments Tax Solutions (FITS) – Collateralized Loan Obligation (CLO) Tax practice, you will focus on the tax compliance for equity investors in CLOs as well as consulting with asset management firms on CLOs. FITS – CLO Tax will give you the opportunity to further develop your skills while assisting our financial services clients in dealing with the tax and compliance challenges that their world class tax functions are facing today.
Key Responsibilities
Work with a team of consultants and seniors on tax compliance for CLOs.
Improve performance of tax functions, motivate others, and develop meaningful relationships with clients and colleagues.
Serve as a technical resource for complex tax items related to CLOs.
Help develop and maintain proprietary CLO tax technology.
Train and develop staff members.
Travel may be required variably.
Qualifications
A bachelor’s degree in Accounting or a related field.
Minimum of 1 year of relevant work experience.
CPA, JD, LLM, or ability to attain one of these certifications.
Tax compliance and consulting experience serving CLO clients.
Knowledge of PFICs and CFC reporting requirements.
Strong Microsoft Excel skills.
Excellent written and verbal communication skills.
Knowledge of bad debt, bond premium, foreign currency transactions, market discount, and OID tax rules.
Preferred Qualifications
Master’s degree in Accounting or a related field.
Exposure to the financial services industry, accounting/finance/tax, performance improvement, or tax software development and/or implementation.
Strong attention to detail, problem-solving, analytical skills.
Project management and critical thinking skills.
International tax compliance experience.
What We Offer We offer a comprehensive compensation and benefits package that rewards performance and recognizes the value you bring. The base salary range for this role (US all geographic locations) is $69,700 to $114,800. A broad Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and paid time off.
We provide a flexible hybrid work model, time off policies, and a diverse and inclusive culture.
EEO Statement 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, including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com.
Applications EY accepts applications for this position on an ongoing basis.
#J-18808-Ljbffr
At EY, we’re all in to shape your future with confidence. Join EY and help build a better working world.
Tax – Global Compliance & Reporting Financial Instruments Tax Solutions – Financial Services Organization – Experienced Staff
The opportunity
EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry – the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team! As a Senior in EY’s Financial Instruments Tax Solutions (FITS) – Collateralized Loan Obligation (CLO) Tax practice, you will focus on the tax compliance for equity investors in CLOs as well as consulting with asset management firms on CLOs. FITS – CLO Tax will give you the opportunity to further develop your skills while assisting our financial services clients in dealing with the tax and compliance challenges that their world class tax functions are facing today.
Key Responsibilities
Work with a team of consultants and seniors on tax compliance for CLOs.
Improve performance of tax functions, motivate others, and develop meaningful relationships with clients and colleagues.
Serve as a technical resource for complex tax items related to CLOs.
Help develop and maintain proprietary CLO tax technology.
Train and develop staff members.
Travel may be required variably.
Qualifications
A bachelor’s degree in Accounting or a related field.
Minimum of 1 year of relevant work experience.
CPA, JD, LLM, or ability to attain one of these certifications.
Tax compliance and consulting experience serving CLO clients.
Knowledge of PFICs and CFC reporting requirements.
Strong Microsoft Excel skills.
Excellent written and verbal communication skills.
Knowledge of bad debt, bond premium, foreign currency transactions, market discount, and OID tax rules.
Preferred Qualifications
Master’s degree in Accounting or a related field.
Exposure to the financial services industry, accounting/finance/tax, performance improvement, or tax software development and/or implementation.
Strong attention to detail, problem-solving, analytical skills.
Project management and critical thinking skills.
International tax compliance experience.
What We Offer We offer a comprehensive compensation and benefits package that rewards performance and recognizes the value you bring. The base salary range for this role (US all geographic locations) is $69,700 to $114,800. A broad Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and paid time off.
We provide a flexible hybrid work model, time off policies, and a diverse and inclusive culture.
EEO Statement 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, including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com.
Applications EY accepts applications for this position on an ongoing basis.
#J-18808-Ljbffr