FY27 - Financial Services - Wealth and Asset Management - Tax Senior Analyst - EDGE client aligned

Location: Anywhere in Country   At EY, we’re all in to shape your future with confidence.    We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go.  Join EY and help to build a better working world.

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! The Financial Services EY EDGE (Exceptional Delivery and Growth Engine) practice provides specialized tax technical services to U.S. and global clients, leveraging deep process and service delivery expertise that sets EY apart. 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.   Your key 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

Skills and attributes for success To qualify for the role, you must have

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

Ideally, you will have

Familiarity with the financial services industry Certified Public Accountant (CPA), Enrolled Agent (EA) or licensed attorney

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.

What we offer you At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn  more .

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