EY Tax Manager - Wealth & Asset Management (Financial Services): Bermuda in All, Bermuda

Title: Tax Manager - Wealth & Asset Management (Financial Services): Bermuda

Location: BM-All-Hamilton

Job Number: HAM000SN

EY, a global market leading professional services organization, with dynamic people in more than 150 countries, is committed to operating with integrity, quality and professionalism in the provision of audit, tax, advisory and transaction advisory services. We are the only professional services organization who has a separate business dedicated exclusively to the financial services marketplace. Join Financial Services (FSO) and you will work with multi-disciplinary teams from around the world to deliver a global perspective. Aligned to key industry groups including asset management, banking and capital markets, insurance and private equity, we provide integrated advisory, assurance, tax, and transaction services.

As a market segment of the FSO, the BBC includes the Bahamas, Bermuda, British Virgin Islands, and Cayman Islands. The BBC operates as one regional practice and we pride ourselves on attracting the best talent from across the globe. By joining the BBC, you will receive unmatched exposure and experience to our continuously growing portfolio of diverse financial services clients.

Our tax practice revolves around helping our clients effectively manage their tax obligations proactively and responsibly. Our unwavering commitment to quality service and our technical networks enable you to help clients reduce inefficiencies, mitigate risk and improve opportunities within their tax functions. Groups (or, as we call them – sub-service lines) within Tax include Business Tax Services, Global Compliance and Reporting, Human Capital, Indirect Tax Services, International Tax Services and Transaction Tax Services.

Through diverse experiences, world-class learning and individually tailored coaching you will experience ongoing professional development. That’s how we develop outstanding leaders who team to deliver on our promises to all of our stakeholders, and in so doing, play a critical role in building a better working world for our people, for our clients and for our communities. Sound interesting? Well this is just the beginning. Because whenever you join, however long you stay, the exceptional EY experience lasts a lifetime.


We currently have opportunities for Tax Managers in our financial services Wealth & Asset Management Tax practice in Bermuda.

The successful candidates will be responsible for managing and coordinating tax compliance and advisory work for clients in the areas of investment and hedge funds, mutual funds and insurance. Our people work 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.

Key Responsibilities:

  • Provide timely and high-quality services and work products that exceed client expectations

  • Develop budgets, determine resource requirements and direct/monitor engagements, as well as participate in managing a compliance group by assisting with forecasting future compliance work, delegating work effectively and resolving staffing issues

  • Maintain continuous interaction with clients, manage expectations and drive outstanding client service

  • Build on technical competence by keeping up to date on trends and developments

  • Build client relationships and understand the client’s industry to recognize key performance drivers, business trends, and emerging technical and industry developments

  • Conduct timely performance reviews and provide performance feedback/training

  • Develop an understanding of EY’s service offerings.

To qualify, candidates must have:

  • A bachelor’s degree in accounting, finance, business or a related field

  • A CPA (or equivalent internationally recognized accounting designation), Enrolled Agent and/or LLM certification is required

  • A minimum of four years of relevant US tax experience with demonstrated career progression and leadership skills; prior experience within a public accounting/professional services firm as well as the financial services industry is required

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

The successful candidates must have strong analytical, interpersonal and communication skills, an ability to work a flexible schedule as overtime and travel will be required, as well as a dedication to teamwork and integrity within a professional environment.

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