Fy26-fso Cbs-experience Management-senior Associate-bahamas jobs at Ey in The Bahamas, Nassau

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, insurance, and real estate, 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 real estate tax practice, you will be responsible for managing and coordinating US tax compliance and tax advisory work for clients. You will work on key client issues in US federal, international and state and local taxation with a focus on implementing tax strategies that align with the client's business objectives.

You will manage US tax compliance accounts for real estate funds and/or private equity funds. You will review and analyze extensive portfolio of investments and relevant financial data, make appropriate tax adjustments, and review various federal tax returns (Form 1065, Form 1120, Form 1120-REIT) as well as Schedule K-1 & K-3s packages for the investors. You will be responsible for reviewing partnership agreements and private placement memorandums for US tax implications of items such as book and tax allocations, management and incentive fees.

Skills and attributes for success

• Strong technical knowledge in the real estate tax area
• Ability to analyze financial statements for tax character and identify book-to-tax differences
• Ability 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 accordingly when necessary
• Build impactful relationships with new and existing clients and maintain relationships with firm leadership
• Managing multiple work assignments and deadlines
• Managing budgets, projects and people
• Ability to teach or assist with firm in-house trainings
• Creating a positive and trusting environment where team members know each other and feel a part of their team

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 real estate industry, which may include private equity funds, Real Estate Investment Trusts (REITs), Regulated Investment Companies (RICs) or other investment vehicles
• Broad exposure to federal income taxation as well as 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 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.

At EY, we’re more than just a professional services firm — we’re a global network of over 300,000 professionals and one million alumni united by a shared purpose: to build a better working world. We empower our people to challenge the status quo, embrace innovation, and deliver lasting impact for our clients and communities.

You’ll find a culture that prioritises learning, collaboration, and growth — providing you with the tools, support, and freedom to thrive and shape your career.

team specialises in delivering large-scale and complex tax accounting services with a focus on quality and technical excellence. We support clients on a broad range of projects including fully outsourced tax accounting services, group tax reporting, advisory engagements, and large-scale tax audits.

By combining deep technical expertise, industry knowledge, proven methodologies, and cutting-edge tax technologies, we work with some of the most prominent multinational companies—including FTSE-listed and significant inbound businesses. Our mission is to help clients develop and implement practical, effective, and sustainable tax strategies.

Due to recent client wins and continued growth, we are looking for experienced and driven Managers to join our team. This role offers the opportunity to work with some of the largest and most high-profile clients in the market, supporting them through an increasingly complex tax and regulatory environment.

Key Responsibilities

• Manage and grow relationships with both existing and new clients.
• Lead the successful delivery of technically complex tax compliance and reporting engagements, as well as associated advisory projects.
• Ensure high-quality client service and technical excellence across all deliverables.
• Collaborate closely with specialist tax teams across the business.
• Build and maintain strong internal networks.
• Supervise, coach, and mentor junior team members, supporting their development and performance.
• Take a lead role in team initiatives, including resource planning, knowledge sharing, and business development.

About You

• Strong tax accounting skills with in-depth knowledge of accounting standards.
• Significant experience in corporate tax, with a background in either practice or an in-house tax function.
• Proven experience in UK tax accounting and group reporting.
• Expertise in tax audits, including leading audit engagements for various clients.
• Ability to interpret tax legislation and communicate its impact clearly.
• Strong project management skills: able to plan, prioritise, meet deadlines, and manage budgets.
• Strong technical knowledge with a proven ability to deliver complex advisory work.
• Experience with tax process improvement, controls design, and implementation.
• Excellent client relationship and stakeholder management skills.
• Negotiation and influencing skills, with the ability to sustain a professional point of view under pressure.
• Effective communicator in both written and verbal formats across all levels.
• Comfortable working in a fast-paced, changing environment.
• Strong business development skills, including identifying and converting opportunities.
• Confident team player with a collaborative mindset and leadership capabilities.
• Experience in coaching and developing junior colleagues.
• Commitment to delivering high-quality work consistently.

Qualifications

One of the following (or equivalent) is required:

• ACA / CA / ACCA / CTA
• HMRC Tax Inspector with full Technical Training Course
• Law qualification with relevant tax experience

What We Offer

• Global Exposure– Work with international clients and teams across EY’s global network.
• Career Progression– Develop new skills, lead high-impact projects, and shape your career path.
• Support & Coaching– Learn from industry leaders and receive mentoring at every stage.
• Flexible Working– We support hybrid working and encourage a healthy work-life balance (minimum two days in the office).
• Total Rewards Package– Competitive salary, comprehensive benefits, and exclusive EY perks.
• Inclusive Culture– Thrive in an environment that values authenticity, diversity, and inclusion.

belonging means more than just fitting in — it means thriving. Whoever you are, whatever your background, you are valued, supported, and empowered to be your best.

Tax Manager – Wealth & Asset Management (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 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 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.

You’ll be embraced for who you are and empowered to use your voice to help others find theirs.

FSO Assurance (Audit-Banking & Capital Markets) / Senior Manager

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.

We have excellent opportunities for Audit Senior Managers to join our FSO Banking & Capital Markets team. You’ll help our clients meet their reporting requirements by accurately reporting on financial statements and providing meaningful insights into accounting and reporting matters. In return, you can expect leading class learning and development tailored to your unique interests and motivations. You’ll be given all the skills, knowledge and opportunities to progress and become ready to build a better working world for our people, our clients and the communities that support us.

Skills and attributes for success

• Performing complex and specific audit procedures, while developing effective, client-focused audit strategies
• Coaching and managing a team of audit professionals, facilitating them to have the information, tools and opportunities they need to grow
• Proactively building relationships that support our ability to provide tailored services that meet a wide range of assurance needs and contribute to new business development
• Identifying and reacting to potential risks and developing new ways to improve our products and processes that promote growth and increase revenue
• Continually updating your understanding of business trends and emerging technologies to maintain your reputation as a trusted business advisor

To qualify for the role you must have

• A bachelor’s degree in an accounting, finance or business.
• A minimum of seven (7) years’ work experience as an auditor in a public accounting firm with demonstrated career progression
• Significant experience serving clients in the Banking & Capital Markets industry
• An internationally recognized professional accounting qualification, such as a CA, CPA, ACA, ACCA, or equivalent
• Knowledge of US GAAP and/or IFRS
• Engagement management, execution and reporting skills, and the ability to build relationships with clients with a diverse range of backgrounds
• Confidence in your ability to prioritize when managing multiple projects simultaneously
• Excellent communication and negotiation skills and a collaborative approach to management
• The flexibility to constantly learn and adapt in a fast-paced environment

Ideally, you’ll also have

• Knowledge of current market issues in the Banking & Capital Markets sector

What we look for

We’re interested in leaders who are creative and agile thinkers, with a genuine interest in improving our audit capabilities. You’ll also need to be a capable communicator both in the boardroom and across your team. If you have the technical and personal skills to understand our clients and provide excellent services every time, this role is for you.

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.

FSO Assurance (Audit-Banking & Capital Markets) / Manager

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.

We have excellent opportunities for Audit Managers to join our FSO Banking & Capital Markets team. You’ll help our clients meet their reporting requirements by accurately reporting on financial statements and providing meaningful insights into accounting and reporting matters. In return, you can expect leading class learning and development tailored to your unique interests and motivations. You’ll be given all the skills, knowledge and opportunities to progress and become ready to build a better working world for our people, our clients and the communities that support us.

Skills and attributes for success

• Performing complex and specific audit procedures, while developing effective, client-focused audit strategies
• Coaching and managing a team of audit professionals, facilitating them to have the information, tools and opportunities they need to grow
• Proactively building relationships that support our ability to provide tailored services that meet a wide range of assurance needs and contribute to new business development
• Identifying and reacting to potential risks and developing new ways to improve our products and processes that promote growth and increase revenue
• Continually updating your understanding of business trends and emerging technologies to maintain your reputation as a trusted business advisor

To qualify for the role you must have

• A bachelor’s degree in an accounting, finance or business.
• A minimum of five (5) years’ work experience as an auditor in a public accounting firm, ideally with experience serving clients in the Banking & Capital Markets industry
• An internationally recognized professional accounting qualification, such as a CA, CPA, ACA, ACCA, or equivalent
• Working knowledge of US GAAP and/or IFRS
• Engagement management, execution and reporting skills, and the ability to build relationships with clients with a diverse range of backgrounds
• Confidence in your ability to prioritize when managing multiple projects simultaneously
• Excellent communication and negotiation skills and a collaborative approach to management
• The flexibility to constantly learn and adapt in a fast-paced environment

Ideally, you’ll also have

• Knowledge of current market issues in the Banking & Capital Markets sector

What we look for

We’re interested in leaders who are creative and agile thinkers, with a genuine interest in improving our audit capabilities. You’ll also need to be a capable communicator both in the boardroom and across your team. If you have the technical and personal skills to understand our clients and provide excellent services every time, this role is for you.

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.

Responsibilities:

• ISQM Support:
  • Execute certain firm level controls within the ISQM framework.
  • Track milestones, action items, owner responsibilities, and deadlines.
  • Organize files, dashboards, trackers to monitor progress.
  • Maintain up-to-date documentation of relevant controls, testing procedures and results.
  • Act as a point of contact for control owners, process teams, and other internal stakeholders.
  • Assist in preparing the required ISQM firm level documentation.

• Quality Support for audit service line
• Participate in consultations with engagement partners and teams to assist in evaluating proposed engagements, engagement planning, identification of risks and risk mitigation
• Review of draft client and engagement acceptance assessments in the firm’s onboarding system
• Assist with preparation of regulatory filings for local audit regulators within the BBC region.
• Assist with preparation for external inspections and liaise with the external regulators during the inspections.
• Accept and respond to daily quality queries and consultations from client serving engagement partners and teams
• Transfer knowledge of firm policies and procedures and advise engagement partners and teams on policy related questions; Be knowledgeable of other quality and risk management areas outside of your core responsibilities
• Drive and support deployment of specific Quality projects and initiatives
• Identify, develop, and report best practices within your designated area of focus
• Prepare or update policy guidance, tools and template documents for the audit service line to facilitate policy compliance and best practice
• Keep abreast of emerging issues; create and deliver training presentations to communicate new developments and the resulting impacts
• Develop relationships and build a network of people within the team and across the firm

Required experience/skills/attributes:

• A bachelor's degree, preferably in, accounting, finance, business, or a related field
• Professional qualification (CPA, ACCA, ACA or equivalent) is required
• A minimum of 5 years of relevant work experience, preferable with a Big 4 firm;
• Prior relevant experience in a public accounting firm is strongly preferred. Experience in quality or risk management role would be an advantage.
• Ability to digest legislation, firm policies and understand their application to the practice
• Strong interpersonal skills, ability to build trusted relationships and manage challenging conversations
• Commercial mindset
• Creative and solution orientated approach
• Excellent written and verbal communication skills and attention to detail
• Strong research and project management skills

The successful candidate must have the ability to work a flexible schedule as overtime and travel may be required, as well as a dedication to teamwork and integrity within a professional environment.

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.

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.

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 senior manager in our wealth & asset management tax practice, you will be responsible for leading tax compliance and advisory work for clients. You will 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. 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 8 years of relevant tax experience; or an advanced degree in tax or law and a minimum of 7 years of relevant tax experience
• A CPA (or equivalent internationally recognized accounting designation), Enrolled Agent and/or LLM certification is required
• 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 leader 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.