At EY, youll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And were counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all. 

Tax Senior Wealth & Asset Management (FSO)

 

At EY, youll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And were counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself and a better working world for all.

 

Join our Financial Services Office (FSO) and you will work with multi-disciplinary teams from around the world to deliver a global market perspective. Aligned to key industry groups including asset management and private equity, banking and capital markets, and insurance, we provide integrated assurance, consulting, strategy & transactions, and tax services to our clients. As a market segment of the FSO, the BBC includes the Bahamas, Bermuda, British Virgin Islands, and Cayman Islands. By joining the BBC, you will receive unmatched exposure and experience to our continuously growing portfolio of diverse FSO clients.

 

The opportunity

EYs 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 and experienced with varied and specialized facets of hedge fund, private equity fund and mutual fund taxation, including fund and organizational structuring, tax compliance, and on-call advice.

 

Your key responsibilities

As a senior in our wealth & asset management tax 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.

 

Skills and attributes for success

Solid technical knowledge, ideally in the asset management tax area

Ability to analyse trading reports for tax character and book tax differences, such as wash sales, constructive sales, straddles, and other securities issues

Build impactful relationships with new and existing clients and maintain relationships with firm leadership

Create a positive and trusting environment where team members know each other and feel a part of their team

Able to identify key tax technical issues and raise the appropriate questions before the work is sent for review to the partner or senior manager and consult when necessary

Managing multiple work assignments and deadlines

 

To qualify for the role, you must have

A Bachelors degree in an accounting, finance or a business discipline, and/or an advanced degree in tax or law

A minimum of eighteen (18) months of recent relevant tax experience

A CPA (or equivalent internationally recognized accounting designation), Enrolled Agent and/or LLM certification preferred; non-certified and partially certified hires are required to become certified before being eligible for promotion to manager

Although not required, the ideal candidate would have experience serving clients in the wealth & asset management industry, which may include mutual funds, hedge funds, private equity funds or other investment vehicles

Broad exposure to federal income taxation and exposure to state and local tax

 

Ideally, youll also have

Excellent teaming, leadership, organizational, and verbal/written communication skills

Demonstrated skills in the asset management tax area

A thorough understanding of building client relationships

 

What we look for

Were interested in hard working team players who are comfortable partnering with others as well as working independently. Youll also need to be a detail-oriented performer who can multi-task and meet deadlines, as well as bring creative solutions to the job every day.

 

What we offer

We offer a competitive compensation package where youll be rewarded based on your performance and recognized for the value you bring to our business. In addition, our Total Rewards package includes medical, dental and vision coverage, competitive pension plan, generous vacation and leave entitlement(s), and a range of programs and benefits designed to support your physical, financial and social well-being. Plus, we offer:

 

Continuous learning: Youll develop the mindset and skills to navigate whatever comes next.

Success as defined by you: Well provide the tools and flexibility, so you can make a meaningful impact, your way.

Transformative leadership: Well give you the insights, coaching and confidence to be the leader the world needs.

Diverse and inclusive culture: Youll be embraced for who you are and empowered to use your voice to help others find theirs.

 

EY | Building a better working world

EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets. Enabled by data and technology, diverse EY teams in over 150 countries provide trust through assurance and help clients grow, transform and operate. Working across assurance, consulting, law, strategy, tax and transactions, EY teams ask better questions to find new answers for the complex issues facing our world today.

 

EY, an equal opportunity employer, values the diversity of our workforce and the knowledge of our people.

 

 

EY | Building a better working world 

 
EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets.  

 
Enabled by data and technology, diverse EY teams in over 150 countries provide trust through assurance and help clients grow, transform and operate.  

 
Working across assurance, consulting, law, strategy, tax and transactions, EY teams ask better questions to find new answers for the complex issues facing our world today.