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

Financial Services-Wealth and Asset Management - Tax Senior-EDGE client alignedJoin to apply for the Financial Services-Wealth and Asset Management - Tax Senior-EDGE client aligned role at EYFinancial Services-Wealth and Asset Management - Tax Senior-EDGE client aligned2 days ago Be among the first 25 applicantsJoin to apply for the Financial Services-Wealth and Asset Management - Tax Senior-EDGE client aligned role at EYLocation: 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.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 and Insurance. 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!Our Financial Services EY EDGE practice is made up of a team of professionals providing dedicated tax technical services to both US and global clients. EDGE stands for Exceptional Delivery and Growth Engine because this team operates in a technical environment with deep process and service delivery experience that distinguishes EY in the marketplace.The opportunityEY's FSO EDGE Wealth and Asset Management (WAM) practice provides comprehensive and specialized tax assistance tailored to the unique needs of the asset management industry. You will work alongside our practice office professionals who are knowledgeable and experienced with varied and specialized facets of hedge fund, private equity fund and mutual fund taxation, including fund and organizational structuring, tax minimization planning, on-call advice, and tax compliance.Your Key ResponsibilitiesA senior analyst in FSO EDGE WAM will be responsible for delivering tax compliance and consulting work for clients. The objective is to work alongside practice office professional serving clients, based on their time demands, as one team.Responsibilities IncludeSupport new and existing client relationshipsProvide compliance and consulting delivery services to meet deadlines for client deliverablesPrepare or detail review complex financial closings, tax compliance filings and other tax related processes or tasksCompile and/or evaluate moderately complex data, computations, documentation and various tax and accounting technologiesResponsible for Service Quality across identified aspects of delivery. Understand opportunity risk in relation to our Scope of ServicesDevelop, document, and gain cross functional alignment on processes to support processes and internal teamsDemonstrate deep technical excellence in specific offerings and broaden technical skills across capabilitiesMaintain internal network by providing technical assistance to others within EY in area of expertiseProvide professional direction and day-to-day supervision to staff membersReview and evaluate the work of staff members to ensure accuracy, completeness, and compliance with relevant tax laws and regulationsProvide effective leadership, formal and informal feedback, and coaching to staffSkills And Attributes For SuccessExperience identifying tax related issues and developing recommended solutions via research and/or position developmentExperience interacting with clients on a regular basis in the delivery of servicesExperience managing team members delivering tax consulting and compliance projects for clientsDemonstrate a significant degree of independent judgment to identify potential issues and opportunities for tax planning and provide appropriate recommendationsAbility to break down tax projects into manageable components, analyze relevant information, and formulate client-centric solutions that comply with relevant laws and regulationsAbility to manage multiple work assignments and deadlines simultaneouslyDemonstrate a high level of professional ethics and integrity while managing sensitive or confidential client informationTo qualify for the role you must haveBachelor’s degree in Accounting, Finance, Business Administration, Tax, Law, or EconomicsA minimum of 2-3 years of relevant tax experience or equivalent experience in the financial services industryBroad exposure to federal income taxation and exposure to state and local taxExcellent teaming, leadership, organizational, and verbal/written communication skillsIdeally, you'll also haveFamiliarity with the financial services industryCertified Public Accountant (CPA), Enrolled Agent (EA) or licensed attorneyWhat We Look ForWe’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 YouAt 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 $76,000 to $125,300. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $91,100 to $142,400. 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 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.EY | Building a better working worldEY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at levelSeniority levelMid-Senior levelEmployment typeEmployment typeFull-timeJob functionJob functionFinance and SalesIndustriesProfessional ServicesReferrals increase your chances of interviewing at EY by 2xGet notified about new Financial Services Professional jobs in Stamford, CT.Stamford, CT $120,000.00-$150,000.00 3 days agoPurchase, NY $60,000.00-$90,000.00 5 months agoFinancial Services - Consulting - Guidewire - Business Analyst - SeniorJericho, NY $101,500.00-$186,000.00 2 weeks agoStamford, CT $150,000.00-$250,000.00 1 day agoExecution Services / Algorithmic trading AnalystStamford, CT $65,000.00-$75,000.00 3 weeks agoPurchase, NY $58,000.00-$115,000.00 1 week agoGreenwich, CT $240,000.00-$350,000.00 5 months agoElmsford, NY $65,000.00-$70,000.00 2 weeks agoStamford, CT $100,000.00-$150,000.00 1 day agoDarien, CT $250,000.00-$400,000.00 2 weeks agoFinancial Analyst, Mergers and AcquisitionsSenior Operations Analyst (Project SME) – Hedge Fund - up to $325k TC (+ relocation)Purchase, NY $100,000.00-$135,000.00 1 week agoStamford, CT $65,000.00-$70,000.00 3 days agoInvestment Analyst - Public/Private Credit InvestingPrivate Credit Reporting Analyst (Hedge Fund/Direct Lending)Stamford, CT $130,000.00-$200,000.00 1 month agoPurchase, NY $90,000.00-$115,000.00 1 day agoFinancial Services - Consulting - Guidewire - Business Analyst - SeniorStamford, CT $101,500.00-$186,000.00 2 weeks agoClient Services Analyst - Hedge Fund in Norwalk CTNorwalk, CT $100,000.00-$125,000.00 3 days agoNorwalk, CT $85,000.00-$120,000.00 1 day agoStamford, CT $73,200.00-$117,200.00 1 day agoStamford, CT $150,000.00-$175,000.00 1 day agoHealthCare Financial Services USCAN Operations LeaderNorwalk, CT $146,880.00-$220,320.00 1 week agoWhite Plains, NY $74,000.00-$96,000.00 1 week agoGreenwich, CT $125,000.00-$135,000.00 2 weeks agoWhite Plains, NY $35.00-$45.00 2 weeks agoWe’re unlocking community knowledge in a new way. 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Created: 2025-09-17