Tax Services Senior - Financial Services Organization - Banking & Capital Markets

5-5 yrs required

Full-time

No

For your specific request, please be sure to include a description of the specific accommodation you are requesting and the requisition number of the position for which you are applying.


• Job title: Tax Services Senior - Financial Services Organization - Banking & Capital Markets
• Department: FSO Tax Banking and Capital Markets practice
• Experience: Minimum of 5 years in tax
• Location: San Francisco (primary location)
• Other locations: N/A (primary location only)
• Salary: Competitive (salary range of $70,200 to $131,800, depending on factors such as education, experience, and location)
• Date posted: Apr 5, 2024

EY, a global professional services firm, is seeking a highly ethical and talented Tax Services Senior to join their Financial Services Organization (FSO) team, specifically in the Banking & Capital Markets industry. The role is based in San Francisco with a competitive salary, and the opportunity to work with multinational financial institutions and be at the forefront of industry events and challenges.

The Role:
• Manager in the FSO Tax Banking and Capital Markets practice
• Leading teams, managing operations, ensuring quality and timeliness of deliverables, building relationships with stakeholders, and developing tax technical positions
• Mentoring and coaching younger members of the firm
• Resource planning and overseeing engagement economics
• Developing work plans and tax technical points of view
• Anticipating client needs and issues
• Engagements may involve tax accounting, compliance, planning, process improvements, and information reporting

Responsibilities:
• Grasp on relevant sections of the Internal Revenue Code and Treasury Regulations for FSO clients
• Identify opportunities for improvements in operating efficiencies
• Use tax compliance and provision engagements to identify additional work beneficial for clients
• Ability to synthesize information and resolve issues efficiently
• Working knowledge of tax compliance forms and jurisdictions
• Complete oversight of engagement economics

Qualifications:
• Bachelor's Degree with minimum of 5 years of tax experience
• CPA or licensed Attorney, or ability to achieve within one year of employment
• Experience in banking industry or with banking clients desired
• Broad exposure to federal income taxation

Preferred Qualifications:
• Excellent organizational skills
• SEC experience
• Proven experience in managing teams

What We Look For:
• Leadership - inspiring, educating, and commanding respect
• Patience and Organization - ability to prioritize tasks and adapt in a high performing environment
• Passion and Drive - constant movement and reinvention

What We Offer:
• Comprehensive compensation and benefits package
• Medical and dental coverage, pension and 401(k) plans, and various paid time off options
• Flexible vacation policy
• Continuous learning and development opportunities
• Success defined by you and the tools and flexibility to make a meaningful impact
• Transformative leadership development
• Diverse and inclusive culture

EY is an equal opportunity, affirmative action employer and is committed to providing reasonable accommodation to individuals with disabilities. If you require assistance with the application process, please contact EY's Talent Shared Services Team or email SSC Customer Support.

Join EY and be a part of building a better working world.

Not specified

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

Not specified

Tax compliance, Tax provision, Tax planning, SEC experience, Leadership, Organizational skills, Patience, Passion, Drive, Continuous learning, Transformative leadership, Diverse and inclusive culture

Bachelor's degree

Contact EY as soon as possible if you meet the criteria

Qualification and Experience Bachelor's degree, CPA or licensed Attorney

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