Financial Services - Wealth and Asset Management - Tax ...

OverviewFinancial Services - Wealth and Asset Management - Tax Senior. Join to apply for the Financial Services - Wealth and Asset Management - Tax Senior role at EY.Location: Anywhere in country.Your OpportunityEY's Financial Services Organization (FSO) is a leader in serving the global financial services marketplace. Our focused model and bold ambition place us at the center of events that reshape and redefine the industry. If you have a passion for rallying together to solve complex challenges, join our dynamic FSO team and help build a better working world.The opportunity: EY/'s FSO tax practice provides comprehensive and specialized tax assistance tailored to the unique needs of the asset management industry. You would join our tax professionals who are knowledgeable with hedge fund, private equity fund and mutual fund taxation, including fund and organizational structuring, tax minimization planning, on-call advice, and tax compliance.ResponsibilitiesAs a senior in our Wealth & Asset Management practice, you will be responsible for tax compliance and advisory work for clients.You will 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.QualificationsTo qualify for the role you must haveA 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 experienceCPA license or a licensed Attorney is required or the ability to achieve one of these certificationsA minimum of 2 years of relevant tax experience or equivalent experience in the financial services industryFamiliarity with the financial services industry gained through direct involvement with managed investment vehiclesBroad exposure to federal income taxation and exposure to state and local taxIdeally, you/'ll also haveExcellent teaming, leadership, organizational, and verbal/written communication skillsDemonstrated skills in the asset management tax areaA thorough understanding of building client relationshipsWhat We Look ForHard working team player who is comfortable partnering with others as well as working independently. Detail oriented performer who can multi-task and meet deadlines. Open-mindedness and creative solutions to the job every day.What We Offer YouWe offer a comprehensive compensation and benefits package where you will 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 well-being.Are you ready to shape your future with confidence? Apply today. EY accepts applications for this position on an on-going basis.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 work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. #J-18808-Ljbffr

Created: 2025-09-17