EY Senior Advisor - Financial Services Operational Tax Advisory 

United Kingdom, England, London 

590418959

Senior Advisor – Operational Tax Advisory, Financial Services

You would be exposed to a large variety of clients from FinTech start-ups to mid-sized and global financial services businesses across the banking, wealth, asset management and insurance sectors: you will work with some of the biggest names in the industry.

The role will cover a wide range of tasks and opportunities and can range from:

• writing technical tax opinions (e.g. tax transparency of fund vehicles / tax treaty entitlement / FATCA and CRSs legal entity classification);
• delivering managed services (i.e. where EY has been asked to run a process or function such as information reporting for a client);
• support with large impact assessment and change projects in the operational tax space;
• supporting the development of tax technology assets in the withholding and information reporting space;
• running multi-country studies on tax issues (e.g. reporting, withholding, capital gains, treaty access etc).

Your key responsibilities:

As a Senior Advisor within the Operational Tax Advisory team, you will:

• Support the delivery of high-quality tax advice to our clients.
• Build and maintain relationships both internally and externally.
• Manage the successful delivery of projects, ensuring technical excellence and a practical and business driven approach.
• Support the pursuit and development of new opportunities in respect of both existing and prospective clients.
• Work with colleagues to contribute to the growth of the team.

Skills and attributes for success

• Solid technical tax expertise, including familiarity with current international tax transparency developments).
• An ability to work to tight deadlines.
• Excellent relationship management skills with the ability to manage client expectations.
• Excellent written and oral English communication skills.
• Pragmatism and the ability to solve problems creatively.
• Results orientation and a willingness to take on responsibility.
• A strong client focus allied to strategic and commercial awareness.

To qualify for the role, you must have

• ACA / CA / Law qualification or equivalent.
• Professional operational tax experience with strong tax technical skills.
• Strong client relationship management skills with ability to develop quality outputs to clients.

Ideally, you will also have

• Project management experience.
• Experience working at a Big 4 firm or in a similar setting.

What we look for

You will proactively maintain your strong technical knowledge so that you can better advise our clients. The types of project you’ll contribute towards may include:

• Supporting clients meet their compliance and reporting obligations under FATCA and CRS;
• Advising clients on the application of the Qualified Intermediary (“QI”) regime, including the undertaking of QI health checks, periodic reviews and the provision of ad hoc advice;
• Reviewing global withholding tax obligations;
• Reviewing operational tax obligations, assessing compliance and advising on target operating model.

We offer a competitive remuneration package. Our comprehensive Total Rewards package includes support for flexible working and career development, and with FlexEY you can select benefits that suit your needs, covering holidays, health and well-being, insurance, savings and a wide range of discounts, offers and promotions. Plus, we offer:

• Support and coaching from some of the most engaging colleagues around
• Opportunities to develop new skills and progress your career
• The freedom and flexibility to handle your role in a way that’s right for you

Please note: Prior to finalising your application, you will be asked to provide personal information across several dimensions of diversity and inclusiveness. The information you provide is kept entirely confidential and will not be used to evaluate your candidacy. We collect this data to help us analyse our recruitment process holistically and implement actions that promote diversity and inclusiveness. While optional, we encourage you to provide this information to hold us accountable towards our goal of building a better working world. Read more about our commitment to diversity & inclusiveness