Ernst & Young

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

Ernst & Young$98K — $153K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Accounting, Finance, Business Administration, Tax, Law, or Economics
  • 2-3 years of relevant tax experience or equivalent in financial services
  • Broad exposure to federal and state taxation
  • Strong teamwork, leadership, organizational, and communication skills

Responsibilities

  • Support client relationships
  • Deliver compliance and consulting services
  • Prepare or review complex tax compliance filings
  • Compile and evaluate financial data using tax technologies
  • Ensure service quality and assess opportunity risks
  • Document internal processes for team alignment
  • Supervise and evaluate junior staff
  • Provide technical assistance within EY

Benefits

  • Comprehensive compensation and benefits package based on performance
  • Flexibility in hybrid work model with in-person collaboration
  • Flexible vacation policy to meet personal needs
  • Medical and dental coverage, pension, and 401(k) plans
  • Paid time off for holidays and designated breaks
Full Job Description
Location: Anywhere in Country

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.
  • 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 $81,900 to $135,100. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $98,400 to $153,600. 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 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.


Are you ready to shape your future with confidence? Apply today.
EY accepts applications for this position on an on-going basis.

For those living in California, please click here for additional information.

EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.

About Ernst & Young

Ernst & Young (EY) is a multinational professional services firm that provides audit, tax, consulting, and advisory services to clients in a wide range of industries. The firm was founded in 1989 through the merger of Ernst & Whinney and Arthur Young & Co., and has since grown to become one of the largest professional services firms in the world. EY is committed to building a better working world by helping its clients solve their toughest challenges, and by creating a positive impact on the communities it serves.
Learn more about Ernst & Young
Size
300,000 employees
Industry
Founded
1989

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