FY24 - Tax Senior - Financial Services Org-FSO- Customer Tax Ops & Reporting

Min 2 yrs required

Full-time

No

## Tax Services Senior – Financial Services Office – Customer Tax Operation Reporting (CTOR) Information Reporting & Withholding

**Job Summary**

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.

We are looking for a Tax Services Senior to join our Financial Services Office Customer Tax Operation Reporting (CTOR) Information Reporting & Withholding team. The successful candidate will be responsible for assisting clients with mission-critical operational tax issues and customer reporting issues.

**Job Responsibilities**

- Interface daily with superiors, peers and subordinates and clients on large and small IRW projects
- Interpret IRS Code and Regulations, draft guidance, data analyzation and requirements development
- Assist clients in understanding relevant tax rules and implementing changes to their operations, processes and systems
- Prepare documentation including presentations and flow charts
- Involvement in technical analysis, process improvement and respond to requests for proposals from clients

**Skills and Attributes for Success**

- Ability to read and interpret IRS Code, regulations and instructions
- Strong writing skills for policy and procedure writing
- Ability to interface with all facets of our business
- Ability to multitask and project management capability
- Creative problem solving, strong critical thinking

**Qualifications**

-
- A minimum of 2 years of relevant tax consulting or tax operational experience
- Be a licensed attorney, CPA, Project Management Professional, Six Sigma, Lean or equivalent certification or a certified member of the Institute for Professionals in Taxation or have the ability to obtain one of these designations
- Active participation in industry groups such as SIFMA, ABA, IIB
- The ability to understand and implement tax rules
- A demonstrated interest in tax information reporting and withholding work in Chapter 3, Chapter 4 and Chapter 61 or some experience working with these matters

**What We Look For**

- Strong organizational skills and a proven record of multitasking and working effectively across multiple projects and deadlines
- Great communication and leadership skills
- Thrive in an exciting and growing team environment
- Ready to progress in your career, take ownership of your development and make a measurable difference in both your career and your community

**Compensation**

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 salary range for this job in most geographic locations in the US is $86,500 to $142,700. The salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $103,800 to $162,100. 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. 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.

**Tax Services Senior – Financial Services Office – Customer Tax Operation Reporting (CTOR) Information Reporting & Withholding**

**Job Summary**

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.

We are looking for a Tax Services Senior to join our Financial Services Office Customer Tax Operation Reporting (CTOR) Information Reporting & Withholding team. The successful candidate will be responsible for assisting clients with mission-critical operational tax issues and customer reporting issues.

**Job Responsibilities**

- Interface daily with superiors, peers and subordinates and clients on large and small IRW projects
- Interpret IRS Code and Regulations, draft guidance, data analyzation and requirements development
- Assist clients in understanding relevant tax rules and implementing changes to their operations, processes and systems
- Prepare documentation including presentations and flow charts

Medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options, Flexible vacation policy, Designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence

Ability to read and interpret IRS Code, regulations and instructions, Strong writing skills for policy and procedure writing, Ability to interface with all facets of our business, Ability to multitasking and project management capability, Creative problem solving, strong critical thinking

Bachelor's degree from an accredited college/university and J.D., LL.M. in Taxation, and/or Master's in Taxation (MST) preferred

Contact us as soon as possible

Qualification and Experience Bachelor's degree from an accredited college/university and J.D., LL.M. in Taxation, and/or Master's in Taxation (MST) preferred

Legal