Tax Accountant - Gcr Fso Wealth Asset jobs at Ey

New York or Remote- Seasonal Tax Senior Manager-Real Estate

Your key responsibilities

As a Seasonal Senior Manager, you'll provide clients with tax guidance and consulting related to tax accounting and planning (internal restructurings, acquisitions, dispositions, carve-out financial statements, GAAP conversions from US GAAP to IFRS or IFRS to US GAAP, share based compensation, financial statement restatements and balance sheet remediation of tax accounts). You'll also assist companies with all aspects of their preparation of the tax provision. In addition, you'll also have the opportunity review of the tax provision process to improve efficiency and accuracy and enhance the control environment and assessing tax risk and control environments inclusive of and beyond the boundaries of Sarbanes-Oxley Section 404.

Skills and attributes for success

• Tax Accounting Projects and Consulting
• Real Estate experience a plus
• Tax Provision Preparation/Review ' assist companies with all aspects of their preparation of the tax provision
• Process and Controls Enhancement
• Key Risks Identification, Prioritization, Monitoring and Remediation

To qualify for the role you must have

• A bachelor's degree in a related field, supported by significant tax or legal experience; MST, MAcc, or JD/LLM preferred
• Valid US Certified Public Accountant (CPA) license or active state bar membership
• Minimum of 10 years of work experience in professional services, tax organization, law firm, or IRS
• Broad understanding and experience with federal income taxation
• Strong analytical skills, written/verbal communication skills, interpersonal; problem-solving ability and attention to detail

As a Wealth Management Consultant, you will play an integral role in shaping the future of wealth management for our clients and our firm. You will lead transformative projects that blend strategic consulting expertise with deep industry knowledge, driving operational excellence and performance improvement across diverse, complex engagements. Leveraging methodologies from wealth management, you will analyze market trends, identify disruptive opportunities, and craft holistic solutions that address our clients’ most pressing challenges.

• Strong communications, facilitation, and presentation skills
• Ability to manage and establish trusted relationships with senior client stakeholders
• Demonstrate the ability to effectively perform in cross-functional teams

• Understanding our clients' unique ambitions and needs and referring them to colleagues in other teams and areas to broaden our business relationships where possible
• Drive high-quality work products within expected time frames and on budget

• Project delivery skills including the ability to scope/size a project, collaborate in a team environment, provide subject matter experience, and manage in the delivery of an engagement workstream
• Passion for the Wealth Management industry, with a preference toward previous industry experience

• A bachelor’s degree in business, finance, accounting, computer science, engineering, or a related field; MBA or MS degree preferred
• 4-6 years of relevant experience. Preferred experience includes
• Strong experience in Wealth Management (business, operations, or IT)
• 3+ years of consulting, industry and/or service provider experience
• Performance Improvement / Operations experience
• Project Manager / Work stream lead experience
• Strong written and verbal communication, presentation, client service and technical writing skills, coupled with a strong interest in further developing industry and deep content knowledge in the wealth management area
• Participation in technology-enabled business transformations and experience with Agile, including, but not limited to, business requirements, user experience design, product testing, project management, etc.
• Process improvement mindset going above and beyond to identify operational inefficiencies and taking steps to improve processes and automating repetitive tasks
• Ability to synthesize complex information into clear, concise findings tailored for executive-level audiences and decision-makers
• Project planning, status reporting, RAID logs, Business Process Reviews, requirement gathering, process flows, trade operations, reconciliation, derivative operations, collateral management, corporate actions, data management, etc. experience
• Ability and comfort level researching client inquiries and emerging issues, including regulations, industry practices, and new technologies
• A willingness to work in person (EY office and/or client site) 3 days a week

• A willingness to travel to meet client needs and a valid driver's license and passport required
• Proficiency in MS Office, particularly PowerPoint and Excel

We're interested in highly motivated, talented individuals with a strong willingness to think outside the box. You can expect plenty of autonomy in this role, so you'll need the drive to take initiative and seek out opportunities to improve our current relationships and expand our business in the evolving market. If you're passionate about consulting and ready to take on some of our clients' most complex issues, this role is for you.

Your main objective is to participate in Transaction Tax engagements by thoroughly and accurately analysing information and develop effective approaches to clients tax requirements. You will be required to demonstrate dedication to quality in all aspects of your work, which will include managing client service team members and contributing to the achievement of team goals.

The opportunity

• Developing and delivering International and Transaction Tax engagements such as Due Diligence, structuring, International tax advisory engagements and reports with timely, responsive services/work products
• Support on tax advice and assisting with required filings
• Participate in business development initiatives
• Assist in managing engagement economics by organizing staffing, tracking fees and communicating issues to project leaders
• Build strong internal relationships within the team and across other services
• Foster collaboration and constructive communication within the team
• Display general knowledge of engagement “big picture”
• Take ownership of your schedule and proactively seek work when necessary to meet your annual chargeability goal
• Develop, mentor and supervise Analysts, Advanced Analysts and Assistant Managers
• Conduct performance reviews and contribute to performance feedback for staff
• Contribute to people initiatives, including recruiting, retaining and training transfer pricing professionals
• Maintain a robust educational program to develop personal skills on an ongoing basis
• Adhere to practice protocol and other internal processes consistently

Your Key responsibilities

• Delivering projects consistently by applying designated methodology, processes, standards and technology tools and with respect to turnaround, quality and handling workflow distribution.
• Working as single point of contact on engagements for users/clients regarding service delivery and day-to-day operations
• Monitor metrics for service delivery, opportunities for improving customer satisfaction and implement appropriate modifications to process
• Instil EY culture at the individual level
• Help implement strategic initiatives, as defined by Service Line Leaders
• Proactively and timely identify operational problems and propose solutions. Escalate issues where required to the reporting Managers

Skills and attributes for success

• Exhibit inclusive behaviour in interactions with internal & external stakeholders with strong communication skills
• Taking the initiative to seek continuous learning opportunities, coaching and mentoring feedback, key developmental experiences, self-directed learning and formal learning
• Help define learning gaps and work with sub-service line leaders and local L&D to define and deploy a process to bridge the learning gap
• Setting strategy for how work is assigned and performed under the guidance of the reporting Manager.
• Works with resource manager to ensure the strategy is met

To qualify for the role you must have

• 5-8 Years of International tax and Mergers and Acquisition tax experience. Mandatory that the candidate has a prior experience in an International tax advisory practice in a client facing role.
• Chartered Accountant /MBA/CPA / B.Com / BBA/ BBM/ BA (Economics)/ M.Sc (Statistics)/ MA (Economics)/ MBA/CFA
• Any Additional Degree/ Diploma/Specialization in fields related to Financial Services Sector/Tax/International Taxation

Ideally, you’ll also have

• Experienced in handling a team of approx. 2-4 people
• Proficient in strong communication, both written and verbal and ability to present research findings
• Proficient using MS Office tools specifically Powerpoint, WORD, EXCEL and Advance Excel.

What we offer

At EY, you’ll 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 we’re 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

• 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.

FS :

Finance fuels our lives. Banking, Insurance and Wealth management, create the foundations for growth, prosperity and peace of mind. No other Industry touches so many people or shapes so many lives.

Amid sweeping regulatory change, today’s financial services institutions are focusing on digital transformation, convergence and disruption from an array of nontraditional competitors — all while meeting greater demands for trust and transparency.

We recruit, train and nurture a diverse set of people who dedicate their minds to building the future of financial services. Together, we explore new perspectives with innovative and entrepreneurial thinking to deliver exceptional client service and ensure that what we do today, counts for tomorrow.

CNS - BC - Marketing Sales & Service :

It has multiple fields of play such as:

Supply Chain and Operations - we provide a unique combination of industry-specific, strategic, operational and financial insights, digital technology advances and strategic alliance partners to deliver better outcomes and also help clients effect fundamental change in their operations’ performance to support sales growth, become more cost competitive, minimize risk and ensure operational resilience.

Technical Excellence

• Demonstrated expertise in the payments ecosystem, particularly in retail payment systems, to provide strategic and operational insights. Strong understanding of regulatory compliance and technology platforms related to payments, facilitating informed decision-making for clients. Proficient in business strategy and operating model design to optimize client operations in the payments sector. Ability to analyze market trends and provide actionable recommendations for new product development and market entry strategies. Experience in leading program management efforts, ensuring successful delivery of projects and alignment with client objectives.

Qualification

• Master of Business Administration
• Post Graduate Diploma in Management

Experience

• Payments (3+ Years)

People with the ability to work in a collaborative manner to provide services across multiple client departments while following the commercial and legal requirements. You will need a practical approach to solving issues and complex problems with the ability to deliver insightful and practical solutions. We look for people who are agile, curious, mindful, and able to sustain positive energy, while being adaptable and creative in their approach.If you can confidently demonstrate that you meet the criteria above, please contact us as soon as possible.

Business is constantly evolving, and more than ever, staying at the forefront is all about identifying and adapting to change. As a Tax Senior, you’ll see this first hand by being immersed in the evolving tax environment through preparing and auditing income tax provisions, assisting with income tax filings, consulting on planning opportunities, and coaching and developing staff on your engagement teams.

Your key responsibilities

You’ll spend your time supporting client engagements by reviewing staff work product, coordinating with clients and internal team members, managing deadlines, and tracking engagement economics. You’ll also be tasked with identifying and resolving tax technical issues, as well as sharing insights that will improve our processes and overall efficiency. In this role, you can expect to be prioritizing and handling a wide range of constantly evolving responsibilities.

Skills and attributes for success

• Providing our US and Japanese Inbound clients with domestic federal tax advice and guidance tailored to their unique needs
• Keeping up to date with ongoing trends and changes to legislation that will affect planning activities
• Supervising high-performing teams and sharing your experience and knowledge of leading-practices
• Building relationships at all levels both internally and externally, promoting a culture of collaboration
• Preparing practical recommendations to some of our clients’ most complex tax issues

To qualify for the role you must have

• A Bachelor’s degree in Accounting or a graduate degree in Tax or Law and approximately three years of related work experience.
• Progress toward (or completion of) a valid CPA certification or licensed attorney status
• A background in tax compliance and accounting for income tax and a broad understanding of US income taxation
• Knowledge of Microsoft Excel, Access and data mining tools
• The ability to prioritize when working on multiple projects, and the confidence to engage and integrate directly into our clients’ teams
• Fluency in Japanese
• Willingness to travel as needed, and working in a balanced hybrid environment

Ideally, you’ll also have

• A proven record in a professional services environment
• Experience in coaching and mentoring junior colleagues
• Strong analytical skills and attention to detail
• The ability to adapt your work style to work with both internal and client team members

: Associate-Operations-HR-CBS - TAL - Learning - Gurgaon
Operations :

No Data Available

Technical Excellence

• 1. Basic Digital Literacy Proficiency in MS Office Suite (Excel, PowerPoint, Word) for reporting and content creation. Ability to navigate virtual collaboration tools (MS Teams, Zoom). 2. Learning Tools Familiarity Exposure to or willingness to learn Learning Management Systems (LMS) like SuccessFactors etc. Basic understanding of eLearning formats (SCORM, video-based learning). 3. Content Support Ability to assist in content formatting and uploading on learning platforms. Familiarity with basic design tools (Canva or PowerPoint) for creating simple learning aids. 4. Data Handling Comfort with basic data entry and reporting in Excel. Ability to maintain learning records and dashboards under guidance. 5. Adaptability to Technology Willingness to learn AI-enabled tools for content generation and personalization. Openness to explore new learning technologies as guided by the team.

Qualification

• Bachelor of Business Administration
• Bachelor of Arts in English Literature

Experience

• not applicable

People with the ability to work in a collaborative manner to provide services across multiple client departments while following the commercial and legal requirements. You will need a practical approach to solving issues and complex problems with the ability to deliver insightful and practical solutions. We look for people who are agile, curious, mindful, and able to sustain positive energy, while being adaptable and creative in their approach.If you can confidently demonstrate that you meet the criteria above, please contact us as soon as possible.

Your key responsibilities

You’re likely to spend your time on a diverse array of projects, responsibilities and tasks, supporting client engagements by participating in day-to-day interactions with team members, providing a quality work product and driving delivery of services to meet deadlines. You will support the Customer Tax Operations practice with the preparation and delivery of tax information reporting (1099/1042-S/8804), FATCA/CRS reporting, tax withholding certificate validation (Forms W-8/9) and related withholding and reporting reconcilations for engagements with banks, wealth and asset management firms and insurance companies. You’ll be working in a highly collaborative culture, where listening to and sharing information with colleagues is an essential part of the role.

Skills and attributes for success

• Timely, efficient and accurate support of the production of information reporting in a volume-driven environment within deadline-driven time frames established by governmental agencies and as dictated by the performance standards set forth by the practice’s clients
• Balancing time between multiple projects and responsibilities, working with multiple engagement teams to serve multiple clients
• Understanding of tax withholding certificates (Forms W-8/W-9) and FATCA/CRS Self Certification forms as well as information returns, including the data and information that’s required on the forms or information return for accuracy in tax reporting.
• Understanding of vendor and client systems that support an tax operations function.
• Analyzing bridged customer data and transaction information to identify potential errors and omissions and applying knowledge of basic tax concepts to make decisions and take action to modify tax reporting coding or reporting pertaining transactions and income to support accuracy in tax reporting
• Managing internal and external communications, including requesting and documenting receipt of client authorizations and instructions, as well as other correspondence that is material to the tax compliance process using the tax software, basic software applications such as Microsoft Word, Excel and Power Point, and proprietary client collaboration tools
• Communicating with client tax liaisons, tax compliance teams and other stakeholders to gather required information, and obtain instruction or authorization necessary for timely, accurate production of tax information reporting.
• Support billing and collections for tax compliance and related services
• Assist engagement team with reconciliation of customer demographic date, transaction data and tax information returns to achieve complete, accurate and timely filing of those returns; including identifying and resolving reconciliation discrepancies
• Routinely communicating with immediate supervisor and colleagues to obtain guidance and instruction pertaining to performance of work, provide updates on status of work, and discuss recommendations concerning correction of data issues to support accuracy and consistency in tax reporting

To qualify for the role, you must have

• Bachelor degree (Accounting, Business, Finance or equivalent degree preferred)
• 1–2 years of experience
• Proficient in basic computer software applications, including Microsoft Word, Excel and PowerPoint and ability to learn other software applications
• Working knowledge of 1099/1042-S reporting systems
• Working knowledge of tax compliance and information reporting rules
• Ability to work effectively both independently and with a team, and assist with a variety of projects of varying degrees of complexity
• Leverage knowledge gained through education and on-the-job experience as well internal and external training and coaching to perform essential functions of the job
• Assist with training less experienced team members on administrative tasks and tasks supporting the tax compliance process
• Excellent organizational and verbal/written communication skills
• Ability to follow a standardized process and ask questions when needed
• Prioritization of assignments to achieve appropriate workflow and timely production of client deliverables
• Commit to periodic travel (5%–10%)

Ideally, you’ll also have

• Experience in a professional services environment
• A proven record in information reporting and withholding tax laws and concepts required to prepare US federal and state information and withholding tax returns
• Experience with tax withholding validation and complete tax withholding certificates
• Experience with FATCA/CRS reporting templates
• Strong analytical skills and attention to detail
• The ability to adapt your work style to work with both internal and client team members
• A proficiency in trust tax software

What we look for

We’re interested in tax professionals with a genuine interest in providing outstanding services to some of the world’s most influential people. Working with people from all backgrounds, from executives and entrepreneurs to investors and families, you’ll use your experience and status as a trusted advisor to maintain and further our reputation for excellence.