Financial Services – Tax Senior Analyst - Customer Tax Operations and Reporting, Edge

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! 

Our FSO Tax and EY EDGE practice is made up of a team of professionals providing dedicated tax technical services to both US and global clients. EDGE stands for Exceptional Delivery and Growth Engine because this team operates in a technical environment with deep process and service delivery experience that distinguishes EY in the marketplace.

The Opportunity

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. You will learn, grow, and contribute — building new relationships and discovering the satisfaction that comes with producing high-quality, valued work and advice.

Your Key Responsibilities Include

You will work independently to recognize and identify problem areas and items that need to be addressed or escalated to ensure tax returns, tax research, tax accounting and tax projects are timely and accurately completed. You will oversee tax processes by coordinating day-to-day interactions with the team, reviewing engagement work product, driving delivery of services to meet deadlines for client deliverables, developing internal team members, and managing the functional efforts of such tax processes. Tax Projects including but not limited to implementation of new tax laws complex analysis of tax methods of accounting as well as tax calculations for compliance purposes. Responsible for identifying complex tax related issues and providing recommended solutions via research and/or position development. Lead the preparation and review of complex tax/accounting regulatory and tax compliance with limited supervision. Perform research and analysis on related accounting and tax issues. Keep knowledge up to date of new tax and accounting developments as well as of EY standard technologies and processes related to job function as a trusted advisor and role model for our people across multiple teams, research tax law issues, provide advice and assistance managing risks across tax compliance and/or advisory services.

• Prepare complex financial closings, tax compliance filings and other business analysis
• Compile and evaluate moderately complex data, computations, documentation and various tax and accounting technologies
• Manage client relationships by ensuring data quality, evaluate team performance, resolve issues, and provide suggestions on implementation plans
• Manage engagements and teams to drive Service Quality across all aspects of delivery. Understand opportunity risk in relation to our Scope of Services
• Support the acquisition of new clients through participation in business pursuit calls and presentations
• Develop, document, and gain cross functional alignment on processes to support clients and internal teams
• Demonstrate deep technical excellence in specific offerings and broaden technical skills across capabilities.
• Maintain internal network by providing technical assistance to others within EY in area of expertise
• Provide effective leadership, feedback, and coaching to team members
• Mentor/coach team members to develop technical and leadership capabilities

Skills and Attributes for Success

• The ability to solve complex problems and interpret internal or external business issues and recommend solutions
• Leadership (advising and providing direction) to others in financial areas of specialization and may coordinate daily work activities or review the work of other teammates
• Ability to lead projects. Employee works independently, with guidance in only the most complex situations.
• Incumbent has specialized depth and/or breadth of expertise
• Primary point of contact for day-to-day client relations for assigned engagements and demonstrate professional discretion by appropriately escalating complex tax and client relationship matters to senior management and subject-matter professionals, coordinating efforts, and managing expectations with regard to timing of response and resolution
• Manage internal and external client relationships and professional network to support client retention and new business development
• Manage communications with client tax liaisons, client trust administration teams and client trust officers to gather required information, to share information to support informed decision-making, and obtain instruction or authorization necessary for timely, accurate production of tax information statements, tax returns and related reporting
• Build effective long-term relationships and manage workflow effectively with our clients, and understand their unique needs to provide tailored services
• Manage engagement deliverables and team resources to achieve timely and accurate delivery of tax compliance services while effectively managing engagement economics

To qualify for the role you must have

• Bachelor’s degree in Accounting, Finance, Business Administration, Tax, Law, or Economics
• Be a licensed attorney, CPA, EA or a certified member of the Institute for Professionals in Taxation
• Minimum of 5 years of experience in a professional services or tax services organization
• Strong attention to detail
• Good written & verbal communication skills
• Proven conceptual and analytical ability
• Proficient using Microsoft products such as Excel, Word, and Power Point
• Experience with financial and tax applications such as Gosystems, Onesource TP, Corp Tax, as required by area of specialism
• Proficient in the use of various tax and accounting technologies
• Possess and apply a comprehensive knowledge of accounting and finance principles, practices and procedures to complete moderately complex assignments
• Willingness to travel as needed, and working in a balanced hybrid environment

Ideally, you’ll also have

• Strong analytical skills and attention to detail
• The ability to adapt your work style to work with both internal and client team members

What we look for

We’re interested in tax professionals with a genuine interest in providing outstanding services to some of the world’s most influential people. Working with people from all backgrounds, from executives and entrepreneurs to investors and families, you’ll use your experience and status as a trusted advisor to maintain and further our reputation for excellence.