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About the Role

The Financial Services EY EDGE (Exceptional Delivery and Growth Engine) practice provides specialized tax technical services to U.S. and global clients. Within this, the FSO EDGE Wealth and Asset Management (WAM) team offers tailored tax support for the asset management industry. As a senior analyst, you’ll collaborate with experienced professionals on hedge fund, private equity, and mutual fund taxation, including structuring, tax planning, and advisory services.

Responsibilities

Support new and existing client relationships
Provide compliance and consulting delivery services to meet deadlines for client deliverables
Prepare or detail review complex financial closings, tax compliance filings and other tax related processes or tasks
Compile and/or evaluate moderately complex data, computations, documentation and various tax and accounting technologies
Responsible for service quality across identified aspects of delivery and understand opportunity risk in relation to our scope of services
Develop, document, and gain cross-functional alignment on processes to support internal teams
Provide professional direction and day-to-day supervision to staff members, including review and evaluation of their work
Maintain internal network by providing technical assistance to others within EY in area of expertise
Demonstrate deep technical excellence in specific offerings and broaden technical skills across capabilities

Requirements

Bachelor’s degree in Accounting, Finance, Business Administration, Tax, Law, or Economics
A minimum of 2–3 years of relevant tax experience or equivalent experience in the financial services industry
Broad exposure to federal income taxation and exposure to state and local tax
Excellent teaming, leadership, organizational, and verbal/written communication skills
Familiarity with the financial services industry
Certified Public Accountant (CPA), Enrolled Agent (EA) or licensed attorney

Skills

Taxation
Structuring
Tax planning
Advisory services
Federal income taxation
State and local tax
Teaming
Leadership
Organizational skills
Verbal communication
Written communication

Location

Anywhere in Country

Work Type

Hybrid

Experience Level

Senior analyst
2-3 years of relevant tax experience

Education Level

Bachelor's degree

Salary/Compensations

US base salary range: $81,900 to $135,100
New York City Metro Area, Washington State and California (excluding Sacramento) base salary range: $98,400 to $153,600

Benefits

Medical and dental coverage
Pension and 401(k) plans
Wide range of paid time off options
Flexible vacation policy
Time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence

About the Company

EY is a leader in serving the 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).
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions.
Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.

Equal Opportunity

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, 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.