דרושים Fso Bbc Tax-gcr Wam-tax Senior-nassau ב-Ey ב-The Bahamas, Nassau

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.

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.

FSO Assurance – Audit Real Estate, Hospitality, Construction) / Senior

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.

Minimum Requirements:

• Must have a Bachelor's degree in Accounting, Economics, Finance, Business or a related field, plus 2 years of post-bachelor’s, progressive related work experience; OR a Master's degree in Accounting, Economics, Finance, Business or a related field, plus 1 year of related work experience.

• Must have 1 year of experience in engagement management, engagement execution and reporting, and client relationship building while serving clients in one or a combination of the following industries:
  • Asset management industry, including mutual fund complexes, hedge funds, private equity funds, and/or other investment vehicles.
  • Insurance industry and/or public company clients.
  • Banking/capital markets industry, including retail, commercial or investment banks, brokers/dealers, and/or similar institutions.; or
  • Real Estate, Hospitality and Construction (RHC) clients.

Must have 1 year of experience in a combination involving all of the following:

• • Supervising the planning, execution, reporting on audits of financial statements prepared in accordance with U.S. GAAS and U.S. GAAP, and/or foreign equivalent (International Accounting Standards (IAS).
  • Supervising audit teams consisting of two or more staff members; and,
  • Recent audit experience working with a public company that is registered with PCAOB.
  • Must have 1 year of experience using audit documentation software.
  • Must have one of the following:
    • Active CPA certificate; or
    • Foreign certificate in accountancy and sufficient coursework/experience requirements as determined by the work location state Board of Accountancy to obtain CPA certification.

• • Requires travel up to 25% to serve client needs.

Employer will accept any suitable combination of education, training, or experience.

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.

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.

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.

Tax Senior – 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 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 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 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 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 CBS (Experienced Management) / Senior Associate

You’ll work to successfully execute resource/scheduling assignments that are complex and require extensive relationships with engagement managers. You’ll focus on matching resource needs with availability while taking into consideration skills required, personal preferences and engagement risk. You’ll coordinate with other EM managers and client service leaders to balance workloads and address staffing needs as required.

Your key responsibilities

• Assign appropriate client service personnel to engagements by accessing information, reviewing options available and presenting recommendations based on subarea policies and client requirements. Challenge, as appropriate, scheduled hours and personnel to make sure of efficient utilization of resources.
• Promote and monitor the sharing of resources; network with other team members across subareas and service lines to address resource needs and/or conflicts.
• Identify and address scheduling risks (e.g., excessively high/low utilization, morale issues, performance issues, staff/engagement/client issues). Take action to decrease unassigned time and balance the workload of engagement teams.
• Resolve conflicts with engagement team members to identify appropriate alternatives in a timely manner considering engagement requirements and developmental goals of supported staff.
• Build relationships and communicate continuously with client service personnel to identify personal schedule preferences and/or career development goals
• Appropriately prioritize staffing decisions by focusing on engagement needs.
• Counsel supported personnel as needed/requested; raise issues to leadership as appropriate.
• Work cross-functionally with other support functions, including recruiting, talent, and visa and immigration, to best support client servers.
• Read, review and interpret utilization and scheduling reports. Utilize scheduling tools to assist in forecasting hours, tracking utilization and monitoring headcount. Communicate data to leadership and drive strategic conversations to track plan utilization.
• Raise critical and complex issues identified to EM leadership.

Skills and attributes for success

• Strong analytical skills; detail-oriented
• Proficient using Microsoft applications, particularly Excel
• Ability to work independently
• Very strong communication skills, both oral and written
• Proficient at negotiation and conflict management
• Strong client service focus: responsive to requests and maintains a sense of urgency in resolving issues

To qualify for the role, you must have

• Bachelor's degree or equivalent work experience
• 3 plus years of experience. Experience in a professional services firm desired

Ideally, you’ll also have

• Proficiency in use of scheduling tool and other Microsoft applications
• Ability to coordinate multiple tasks; strong organizational skills
• Strong problem-solving skills

What we look for

We’re interested in knowledgeable professionals ready to take ownership for spotting trends and improving our processes. You’ll need to be naturally curious, ready to learn and have a genuine passion for improvement. If you’re aiming to influence change within a world-class organization, all while developing your own career, this role is for you.

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.