Ey - Fso Core Business Services Regional jobs at Ey in The Bahamas, City Of Freeport

Tax Manager-GCR WAM SALT-FSO

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.

Your key responsibilities

As a manager in our wealth & asset management tax practice, you will be responsible for managing and coordinating tax compliance and advisory work for clients. You will work on key client issues primarily focused on state and local tax engagements with a focus on implementing tax strategies that align with the client's business objectives. You will manage tax compliance accounts for hedge funds and or private equity funds. You will review extensive securities analysis, make appropriate tax adjustments, and provide sign-off for the production and delivery of K-1’s and partnership tax returns. You will be responsible for reviewing partnership agreements and private placement memorandums for tax implications of items such as book and tax allocations, stuffing provisions, management and incentive fees as well as run the day to day activities on the accounts that are spread across various locations.

Skills and attributes for success

• Strong technical knowledge 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
• The ability to teach or assist with firm in-house trainings
• 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 bachelor’s degree in an accounting, finance or a business discipline, and a minimum of 5 years of relevant tax experience; or an advanced degree in tax or law and a minimum of 4 years of relevant tax experience
• A CPA (or equivalent internationally recognized accounting designation), Enrolled Agent and/or LLM certification is 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, you’ll also have

• Excellent managerial, leadership, organizational, and verbal/written communication skills
• Demonstrated skills in mentoring and training others
• A thorough understanding of building client relationships

What we look for

We’re interested in hard working team players who are comfortable partnering with others as well as working independently. You’ll 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 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, 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: You’ll develop the mindset and skills to navigate whatever comes next.
• Success as defined by you: We’ll provide the tools and flexibility, so you can make a meaningful impact, your way.
• Transformative leadership: We’ll give you the insights, coaching and confidence to be the leader the world needs.
• Diverse and inclusive culture: You’ll be embraced for who you are and empowered to use your voice to help others find theirs.

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.

You’ll support EY professionals by guiding them through the regional travel process, facilitating travel planning and booking, and ensuring all arrangements comply with firm policies. You’ll manage travel requests from start to finish, including approval of reservations, monitoring travel disruptions, and maintaining real-time travel trackers. You’ll also contribute to team development by collaborating across departments and sharing best practices.

Your Key Responsibilities

• Provide guidance and instructions to EY professionals on the regional travel process in the region.
• Approve registrations, ensuring accuracy of reservation details.
• Facilitate travel planning and booking for flights, accommodations, and ground transportation.
• Review and approve travel arrangements, escalating high-value flights as appropriate.
• Ensure all bookings comply with EY’s travel policy, including preferred vendors and cost thresholds.
• Prioritize travel for client-facing trips, leadership travel, and urgent business needs.
• Act as a point of contact for travel policy guidance and ensure requests are approved by appropriate leadership.
• Maintain travel tracker on a real-time basis and escalate issues promptly.
• Monitor travel disruptions and proactively assist with rebooking or rerouting.
• Maintain contact with travelers during high-risk or complex itineraries and severe weather events.
• Collaborate with executive assistants, office managers, travel coordinators, and learning lead.
• Maintain clear records of travel itineraries and approvals.
• Provide timely communication to travelers and report weekly to management on travel booked and issues.
• Use EY approved travel platforms and troubleshoot issues with the firm’s Travel Management Company.

Skills and Attributes for Success

• Discretion and professionalism in handling sensitive travel details.
• Agility and problem-solving skills to adapt quickly and find creative solutions.
• Client-centric mindset, prioritizing travel that supports senior leadership.
• Team-oriented approach, collaborating across departments and supporting others during peak periods.
• Demonstrated experience booking international and complex travel.

To Qualify for the Role, You Must Have

• Several years’ experience in travel coordination, preferably in a corporate or professional services environment.
• Strong knowledge of travel booking platforms and policy compliance.
• Ability to manage multiple priorities and adapt to changing demands.
• Excellent communication and interpersonal skills.
• Proven ability to work independently and as part of a team.

Ideally, You’ll Also Have

• Experience collaborating with senior leadership and supporting high-profile travel needs.
• Ability to troubleshoot travel platform issues and liaise with travel management companies.

What We Look For

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.

Tax Senior - State and Local Tax - Compliance and Reporting - FSO

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 primarily focused on state and local taxation engagements 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 Bachelor’s 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, you’ll 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 offer

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, 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: You’ll develop the mindset and skills to navigate whatever comes next.
• Success as defined by you: We’ll provide the tools and flexibility, so you can make a meaningful impact, your way.
• Transformative leadership: We’ll give you the insights, coaching and confidence to be the leader the world needs.
• Diverse and inclusive culture: You’ll be embraced for who you are and empowered to use your voice to help others find theirs.

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.