Financial Services - Customer Tax Operations and ...

OverviewLocations: New York City, Chicago, Los Angeles, Boston, Dallas, San Francisco, Seattle, Hoboken, Iselin, Jericho, Stamford, McLean.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.Tax Senior – Financial Services Office – Customer Tax Operations and Reporting Services (CTORS)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 opportunityOur Business Tax Advisory practice gives you the opportunity to focus on US Tax - Information Reporting & Withholding. You will work in a group environment on challenging information reporting and withholding engagements across all financial services sectors. We offer the specialization in assisting clients with mission-critical operational tax issues and customer reporting issues. Specifically, our experienced practitioners work across tax and operations to deliver advice and support throughout the project lifecycle. You will work closely with colleagues to assist clients in understanding relevant tax rules and implementing changes to their operations, processes, and systems. The IRW team works on challenging information reporting and withholding engagements in the financial services, banking, insurance, and multinational sectors. These engagements will primarily focus on non-resident alien (NRA) withholding and reporting (IRC Sections 1441 to 1446), Foreign Account Tax Compliance Act (FATCA), and domestic withholding and reporting matters. You can expect to work on engagements dealing with FATCA, cost basis reporting, and various other global compliance and reporting initiatives, such as Common Reporting Standards (CRS). As you progress within EY and our IRW tax team, you will become a trusted business advisor to your clients. As you develop, you will benefit from being led and mentored by nationally recognized tax professionals who include some of the firm’s most senior tax talent.The IRW Tax Services practice invests in the development of its team, with frequent virtual training, update calls and in-person trainings to help individuals develop technical skills and learn about new areas of the law. Through your experiences, you will develop your skill sets and learn how IRW requirements are managed within large to medium size companies.Your key responsibilitiesInterface daily with superiors, peers and subordinates and clients on large and small IRW terpret IRS Code and Regulations, draft guidance, analyze data, and develop requirements to help clients translate and implement these rules.Conduct gap analyses of current client policies, procedures and systems and write business requirements.Prepare documentation including presentations and flow charts as part of a team; engage in technical analysis, process improvement, and responding to proposals from clients.Skills and attributes for successAbility to read and interpret IRS Code, regulations and instructionsStrong writing skills for policy and procedure writingAbility to interface with all facets of the businessAbility to multitask and manage projectsCreative problem solving and strong critical thinkingTo qualify for the role, you must have at a minimumBachelor’s degree from an accredited college/university; J.D., LL.M. in Taxation, and/or Master’s in Taxation (MST) preferredMinimum of 2 years of relevant tax consulting or tax operational experienceLicensed attorney, CPA, Project Management Professional, Six Sigma, Lean or equivalent certification or a certified member of the Institute for Professionals in Taxation, or ability to obtain one of these designationsIdeally, you’ll also haveActive participation in industry groups such as SIFMA, ABA, IIBAbility to understand and implement tax rulesInterest or experience in tax information reporting and withholding work in Chapter 3, Chapter 4 and Chapter 61 or related mattersWhat we look forWe are interested in candidates with strong organizational skills and a proven record of multitasking and working effectively across multiple projects and deadlines. Strong communication and leadership skills are valued, and the ability to thrive in a growing team environment. If you are ready to progress in your career, take ownership of your development and make a measurable difference, this role is for you.What we offer youWe’ll develop you with future-focused skills and world-class experiences, in a flexible environment and diverse, inclusive culture of globally connected teams. Learn more.We offer a comprehensive compensation and benefits package with base salary ranges: generic US range $96,200 to $158,600; NYC Metro Area, WA State, and CA ranges $115,300 to $180,100. Salaries are determined by education, experience, knowledge, skills and geography. Total Rewards includes medical and dental coverage, pension and 401(k), and extensive paid time off.Hybrid work model: most external, client-serving roles require in-person work 40-60% of the time over a project or year.Flexible vacation policy and designated EY holidays; personal/family care leave and other leaves as needed to support well-being.Are you ready to shape your future with confidence? Apply today. EY accepts applications on an ongoing 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 assurance, consulting, tax, strategy and transactions, 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, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you need assistance applying online or an accommodation during any part of the application process, please contact EY’s Talent Shared Services Team at 1-800-EY-HELP3 or via email at . #J-18808-Ljbffr

Created: 2025-09-17