EY Tax Services Senior - Financial Services - Information Reporting & Withholding in New York, New York

Title: Tax Services Senior - Financial Services - Information Reporting & Withholding

Location: US-NY-New York

Job Number: NEW00ICA



EY is the only professional services firm with a separate business unit (“FSO”) that is dedicated to the financial services marketplace. Our FSO teams have been at the forefront of every event that has reshaped and redefined the financial services industry. If you have a passion for rallying together to solve the most complex challenges in the financial services industry, come join our dynamic FSO team!

The opportunity

Our Business Tax Advisory practice gives you the opportunity to focus on U.S 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 in advisory and other tax practices to assist clients in understanding relevant tax rules and implementing changes to their operations, processes and systems. You can expect to work on engagements dealing with the Foreign Account Tax Compliance Act (FATCA), cost basis reporting, and various other global compliance and reporting initiatives, such as CRS.

Your key responsibilities

You will interface daily with superiors, peers and subordinates and clients on large and small IRW projects. This could include interpreting IRS Code and Regulations, drafting guidance, data analyzation and requirements development that help clients translate and implement these rules. You will conduct a gap analysis of the current state of clients’ policies, procedures and systems and write business requirements. You will a part of a team with that prepares documentation which would include presentations and flow charts. You will be involved in technical analysis, process improvement and respond to RFP notices for clients also.

Skills and attributes for success

  • Ability to read and interpret IRS Code, regulations and instructions

  • Expertise in tax reporting/tax operations and corporate tax work experience

  • Securities processing and operations knowledge

  • Strong writing skills for policy and procedure writing is a must

  • Ability to interface with all facets of our business

  • Project management capability

To qualify for the role you must have at a minimum

  • A Bachelor’s degree with an emphasis in Accounting, Finance or Economics; an advanced degree in Tax, Accounting, Business Administration, Finance or Law is highly desirable

  • A minimum of 3 years of relevant tax consulting or tax operational experience

  • Be a licensed 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

  • Be able to work as part of a team

Ideally, you’ll also have

  • Active participation in industry groups such as SIFMA, ABA, IIB

  • The ability to understand and implement tax rules

  • Chapter 3, Chapter 4 and Chapter 61 experience

What we look for

Hard working team player who is comfortable partnering with others as well as working independently. Detailed oriented performer who can multi-task and meet deadlines. Open mindedness and creative solutions to the job every day.

What working at EY offers

We offer a competitive compensation package where you’ll be rewarded based on your performance and recognized for the value you bring to our business. In addition, our Total Rewards package includes medical and dental coverage, both pension and 401(k) plans, a minimum of 15 days of vacation plus ten observed holidays and three paid personal days, and a range of programs and benefits designed to support your physical, financial and social well-being. We also offer:

  • Support, coaching and feedback from some of the most engaging colleagues around

  • Opportunities to develop new skills and progress your career

  • The freedom and flexibility to handle your role in a way that’s right for you

About EY

As a global leader in assurance, tax, transaction and advisory services, we’re using the finance products, expertise and systems we’ve developed to build a better working world. That starts with a culture that believes in giving you the training, opportunities and creative freedom to make things better. Whenever you join, however long you stay, the exceptional EY experience lasts a lifetime. And with a commitment to hiring and developing the most passionate people, we’ll make our ambition to be the best employer by 2020 a reality.

If you can confidently demonstrate that you meet the criteria above, please contact us as soon as possible.

Join us in building a better working world. Apply now.

EY, an equal employment opportunity employer (Females/Minorities/Protected Veterans/Disabled), values the diversity of our workforce and the knowledge of our people.