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EY · 2 weeks ago

Financial Services - Global Compliance and Reporting - Private Equity - Tax Senior

Birmingham, AL

Full-time

Hybrid

Mid, Senior Level

$82K/yr - $135K/yr

3+ years exp

EY is a leader in serving the global financial services marketplace, focusing on building a better working world. The role of Tax Senior in the Wealth & Asset Management practice involves tax compliance and advisory work for clients, with a focus on implementing tax strategies that align with the client's business objectives.

AccountingAdviceBusiness IntelligenceConsultingFinancial ServicesProfessional Services

Growth Opportunities

H1B Sponsor Likely

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

Qualification

Asset management taxTax complianceCPA licenseFederal income taxationStateLocal taxClient relationship buildingTeamworkLeadershipCommunication skills

Required

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

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

Preferred

Excellent teaming, leadership, organizational, and verbal/written communication skills

Demonstrated skills in the asset management tax area

A thorough understanding of building client relationships

Benefits

Medical and dental coverage

Pension and 401(k) plans

A wide range of paid time off options

Flexible vacation policy

Designated EY Paid Holidays

Winter/Summer breaks

Personal/Family Care

Other leaves of absence when needed to support your physical, financial, and emotional well-being

Company

EY

Glassdoor3.8

EY is building a better working world by creating new value for clients, people, society, the planet, while building trust in the capital markets.

Founded in 1989

London, England, GBR

10001+ employees

http://www.ey.com

H1B Sponsorship

EY has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (10242)

2024 (9877)

2023 (10966)

2022 (9394)

2021 (5652)

2020 (8849)