Financial Services - Global Compliance and Reporting - Private Equity - Tax Senior

Overview

Financial Services - Global Compliance and Reporting - Private Equity - Tax Senior at EY.

EY s Financial Services Organization (FSO) tax practice provides comprehensive and specialized tax assistance tailored to the asset management industry, including hedge funds, private equity funds and mutual funds taxation, fund and organizational structuring, tax minimization planning, on-call advice, and tax compliance.

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.

• 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 relationships 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

• A Bachelor s degree and a minimum of 3 years of related work experience; or an advanced degree in tax or law and a minimum of 2 years of related work experience
• CPA license or a licensed Attorney is required or the ability to achieve one of these certifications
• A minimum of 2 years of relevant tax experience or equivalent experience in the financial services industry
• 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

• Excellent teaming, leadership, organizational, and verbal/written communication skills
• Demonstrated skills in the asset management tax area
• A thorough understanding of building client relationships

Hard working team player who is comfortable partnering with others as well as working independently. Detailed oriented performer who can multi-task and meet deadlines. Open mindedness and creative solutions to the job every day.

• We offer a comprehensive compensation and benefits package where you ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $81,500 to $134,600. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $97,800 to $153,100.
  
  Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
• 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 40-60% of the time over the course of an engagement, project or year.
• Under our flexible vacation policy, you ll decide how much vacation time you need based on your own personal circumstances. You ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.

EY accepts applications for this position on an on-going basis. For those living in California, please  for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. EY | Building a better working world. EY teams help clients shape the future with confidence and develop answers for today and tomorrow. 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.

EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and need assistance applying online or need to request an accommodation during any part of the application process, please…