Your key responsibilities
As a senior in our wealth and asset management tax practice, you will be responsible for federal 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 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
- Willingness to travel as needed, and working in a balanced hybrid environment
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.