Financial Services Senior - Tax, Wealth and Asset Management

Will you shape the future or will the future shape you?

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! 

EY's FSO tax practice provides comprehensive and specialized tax assistance tailored to the unique needs of the asset management industry. You would join our tax professionals who are knowledgeable and experienced with varied and specialized facets of hedge fund, private equity fund and mutual fund taxation, including fund and organizational structuring, tax minimization planning, on-call advice, and tax compliance.

As a Senior in Tax Compliance, you will manage and implement tax compliance strategies, providing essential support for tax provision, direct and indirect tax returns preparation, and tax reform calculations. You’ll leverage standardized processes and leading technology to streamline and optimize compliance and reporting, aligning with business strategy and regulatory requirements. You’ll also encourage the development of governance, risk, and compliance frameworks to support business alignment.

Key responsibilities include:

• Implementing and optimizing tax compliance and reporting processes to meet business strategy and increase efficiency.
• Supporting the development of governance and compliance frameworks.
• Providing tax compliance and reporting support, including tax provision and reform calculations.

Your key responsibilities

As a senior in our Wealth & Asset Management practice, you will be responsible for tax compliance and advisory work for clients. You would work with Managers through Partners on key client issues in domestic federal, international and state and local taxation with a focus on implementing tax strategies that align with the client's business objectives.  You will be involved in tax compliance accounts for hedge funds, mutual funds and/or private equity funds. 

In this role, you’ll contribute to the delivery of tax compliance solutions and projects, applying sound judgment and selecting appropriate methodologies to inform recommendations. You’ll be accountable for meeting your own targets, which impact your immediate team, and may help coordinate the work of junior colleagues. You’ll define and execute deliverables, track project status, and regularly interact with external clients in working sessions.

You’ll face challenges such as analyzing complex issues, implementing procedures and guidelines, and resolving variable factors in tax compliance. This role offers the opportunity to learn advanced tax technology, process transformation, and global compliance requirements.

Analytical/Decision Making Responsibilities:

• Make decisions based on broad policies, applying personal knowledge and precedents to guide resolutions.
• Implement procedures and guidelines, often working on complex issues requiring in-depth evaluation.
• Provide general guidance to others newer to the role or at a lower level.

Skills and attributes for success

To make an impact in this role, you’ll need strong analytical skills, the ability to manage relationships, and a commitment to driving outcomes. You’ll spend time collaborating in hybrid environments, solving complex problems, and communicating with impact.

• Solid technical knowledge in the asset management tax area
• Ability to analyze trading reports for tax character and book tax differences, such as wash sales, constructive sales, straddles, and other securities issues.
• Build impactful relationships with new and existing clients and maintain relationship with firm leadership
• Create a positive and trusting environment where team members know each other and feel a part of their team
• Able to identify key tax technical issues and raise the appropriate questions before the work is sent for review to the partner or senior manager ' and consult when necessary
• Managing multiple work assignments and deadlines
• Responsible for contributing to the delivery of one or more processes, solutions, and/or projects by delivering agreed activities.
• Applies judgment and selects appropriate methodologies to inform recommendations, considering success criteria, barriers, risks, and issues.
• Accountable for meeting own targets which impact the immediate team.
• May help coordinate the work of junior colleagues or team members.
• Meets performance objectives and metrics set locally (client service, quality and risk management, sales and business growth, solution development and teaming, etc.).

To qualify for the role, you must have

• Bachelor’s degree required (4-year degree)
• Typically, no less than 2 - 4 years relevant experience or equivalent experience in the financial services industry
• CPA license or a licensed Attorney is required or the ability to achieve one of these certifications
• Familiarity with the financial services industry gained through direct involvement with managed investment vehicles
• Broad exposure to federal income taxation and exposure to state and local tax
• Demonstrated expertise in tax compliance and reporting requirements.
• Awareness of finance compliance and regulation.
• Understanding of global compliance requirements.
• Ability to assess tax legislation and its impact.
• Experience with tax reform calculations.
• Familiarity with outsourcing/co-sourcing models.
• Proficiency in data analysis and interpretation.
• Knowledge of tax controversy matters.
• Experience with tax technology solutions.
• Understanding of tax accounting and tax provisions.
• Skills in process transformation.
• Application of accounting principles and standards.
• Ability to analyze tools and applications.
• Data visualization and storytelling capabilities.
• Building and managing relationships.
• Establishing client trust and value.
• Communicating with impact.
• Emotional agility.
• Hybrid collaboration skills.
• Complex problem-solving abilities.
• Critical thinking.
• Driving outcomes.
• Learning agility.
• Commercial acumen.
• Leading teams.
• Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 60% of the time over the course of an engagement, project or year

Ideally, you’ll also have

• Experience in client-facing roles or consulting environments.
• Familiarity with global tax compliance frameworks.
• Exposure to advanced tax technology platforms.
• Experience working in diverse, multicultural teams.

What we look for

We seek top performers who demonstrate analytical rigor, adaptability, and a collaborative spirit. The ideal candidate is proactive, eager to learn, and able to navigate complex challenges with professionalism and integrity. Strong communication skills and the ability to build trust with clients are essential.

Are you ready to shape your future with confidence? Apply today.