Financial Services - Customer Tax Operations and Reporting - Tax Senior

Financial Services - Customer Tax Operations and Reporting - Tax Senior

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Locations:
New York City, Chicago, Los Angeles, Boston, Dallas, San Francisco, Seattle, Hoboken, Iselin, Jericho, Stamford, McLean.

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Tax Senior – Financial Services Office – Customer Tax Operations and Reporting Services (CTORS)

Our Business Tax Advisory practice gives you the opportunity to focus on US Tax – Information Reporting & Withholding. You will work in a group environment on challenging information reporting and withholding engagements across all financial services sectors. We offer the specialization in assisting clients with mission‑critical operational tax issues and customer reporting issues.

Specifically, our experienced practitioners work across tax and operations to deliver advice and support throughout the project lifecycle. You will work closely with colleagues to assist clients in understanding relevant tax rules and implementing changes to their operations, processes, and systems. The IRW team works on challenging information reporting and withholding engagements in the financial services, banking, insurance, and multinational sectors.

These engagements will primarily focus on non‑resident alien (NRA) withholding and reporting (IRC Sections 1441‑1446), Foreign Account Tax Compliance Act (FATCA), and domestic withholding and reporting matters. You can expect to work on engagements dealing with the FATCA, cost basis reporting, and various other global compliance and reporting initiatives, such as Common Reporting Standards (CRS).

As you progress within EY and our IRW tax team, you will become a trusted business advisor to your clients. As you develop, you will benefit from being led and mentored by nationally recognized tax professionals who include some of the firm’s most senior tax talent.

The IRW Tax Services practice invests in the development of its team, with frequent virtual training, update calls and in‑person trainings to help individuals develop technical skills and learn about new areas of the law. Through your experiences, you will develop your skill sets and learn how IRW requirements are managed within large to medium‑size companies.

• Interface daily with superiors, peers and subordinates and clients on large and small IRW projects.
• Interpret IRS Code and Regulations, draft guidance, perform data analysis and develop requirements that help clients translate and implement these rules.
• Conduct a gap analysis of the current state of clients’ policies, procedures and systems and write business requirements.
• Prepare documentation including presentations and flow charts.
• Engage in technical analysis, process improvement and respond to requests for proposals from clients.

• Ability to read and interpret IRS Code, regulations and instructions.
• Strong writing skills for policy and procedure writing.
• Ability to interface with all facets of our business.
• Ability to multitask and project manage.
• Creative problem solving, strong critical thinking.

• A Bachelor’s degree from an accredited college/university. A J.D., LL.M. in Taxation, and/or Master’s in Taxation (MST) preferred.
• Minimum of 2 years of relevant tax consulting or tax operational experience.
• Licensed attorney, CPA, Project Management Professional, Six Sigma, Lean or equivalent certification or a certified member of the Institute for Professionals in Taxation or the ability to obtain one of these designations.

• Active participation in industry groups such as SIFMA, ABA, IIB.
• The ability to understand and implement tax rules.
• A demonstrated interest in tax information reporting and withholding work in Chapters 3, 4 and 61, or some experience working with these matters.

We are interested in…