EY FY25 - Tax Senior Financial Services Wealth Asset Management 

United States, New York, New York 

160209335

This position could be located anywhere in the country (primary: NY).

Your key responsibilities

As a senior in our Wealth & Asset Management practice, you will be responsible for tax compliance and advisory work for clients. You would 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 in the asset management tax area

· Ability to analyze 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 relationship 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 and a minimum of 3 years of related work experience; or an advanced degree in tax or law and a minimum of 2 years of related work experience

· CPA license or a licensed Attorney is required or the ability to achieve one of these certifications

· A minimum of 2 years of relevant tax experience or equivalent experience in the financial services industry

· Familiarity with the financial services industry gained through direct involvement with managed 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

• 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.