Tax Operations and Reporting Senior Associate

At EY, we're committed to shaping your future with confidence. Join us to succeed in a globally connected powerhouse of diverse teams and advance your career wherever you choose. Let's work together to build a better working world.

As a leader in the global financial services marketplace, EY's Financial Services Organization (FSO) stands out with unmatched expertise. We engage with a spectrum of clients, from reputable institutions to innovative newcomers across Banking, Wealth Management, Insurance, and Real Estate. Our mission is to cultivate a financial services industry where institutions are dependable and the global economy thrives. If you thrive in tackling complex challenges, the dynamic FSO team is the right fit for you!

The Opportunity

Join our Business Tax Advisory practice and focus on US Tax - Information Reporting & Withholding. Collaborate in a team setting on engaging projects across financial services, while assisting clients with critical operational tax and reporting issues. As part of our expert team, you’ll contribute to understanding tax regulations and implementing necessary operational changes, gaining invaluable experience across multiple financial sectors.

Your work will involve significant tax compliance matters such as non-resident alien (NRA) withholding, Foreign Account Tax Compliance Act (FATCA), and common reporting initiatives. Be prepared for a career filled with growth opportunities, mentorship from seasoned professionals, and the chance to become a trusted advisor to clients.

Your Key Responsibilities

• Engage daily with team members and clients on various IRW projects, translating IRS Code and regulations into practical guidance.
• Conduct gap analyses of client policies and procedures, compiling business requirements and documentation, including presentations.
• Involve in technical analysis and process improvement initiatives while responding to client proposals.

Skills and Attributes for Success

• Strong ability to interpret IRS Code, regulations, and instructions.
• Exceptional writing skills for policy and procedure development.
• Effective communication with all business levels.
• Demonstrated ability to manage multiple projects effectively.
• Creative problem-solving and critical thinking capabilities.

To Qualify for the Role, You Must Have

• A Bachelor's degree from an accredited college/university, with a J.D., LL.M. in Taxation, or Master's in Taxation (MST) preferred.
• A minimum of 2 years of relevant tax consulting or operational experience.
• Licensed as an attorney or CPA, or the ability to obtain one of these designations.

Ideally, You'll Also Have

• Active participation in industry groups such as SIFMA or ABA.
• Proven ability to implement tax regulations effectively.
• Experience in tax information reporting and withholding, particularly regarding Chapters 3, 4, and 61.

What We Look For

We seek organized candidates with a strong record of managing multiple projects while practicing excellent communication and leadership skills. If you're eager to advance your career, take ownership of your growth, and make a positive impact in both your profession and community, consider applying for this role.

What We Offer You

At EY, we prioritize your development with future-focused skills and world-class experiences in a flexible setting. Our competitive compensation and benefits package rewards performance and acknowledges the value you bring:

• The base salary range for this role across the US is $97,300 to $178,300; for specific regions such as New York City, Washington State, and California, it's $116,700 to $202,600.
• Hybrid work model: we expect most external client-facing team members to collaborate in-person 60% of the time.
• Flexible vacation policy where you can determine the time off needed and designated paid holidays to support your well-being.

Are you prepared to shape your future with confidence? Apply today. EY's commitment to ethical standards and integrity is paramount, and we encourage diverse applicants to become a part of our team.