Senior Tax Specialist - Wealth & Asset Management (FSO)

About the role

EY's Financial Services Office (FSO) tax practice serves the asset management industry with specialized tax assistance. As a senior in the wealth and asset management tax practice, you will work with multi-disciplinary teams from around the world, including the Bahamas, Bermuda, British Virgin Islands and Cayman Islands, delivering tax compliance and advisory work for hedge funds, mutual funds and private equity funds.

Key responsibilities

• Deliver tax compliance and advisory work for clients, working with managers through partners on domestic federal, international and state and local tax issues.
• Implement tax strategies aligned with the client's business objectives.
• Work on tax compliance accounts for hedge funds, mutual funds and/or private equity funds.
• Analyse trading reports for tax character and book tax differences such as wash sales, constructive sales, straddles and other securities issues.
• Identify key tax technical issues and raise the right questions before work goes to a partner or senior manager.

Required profile

• Bachelor's degree in accounting, finance or a business discipline, and/or an advanced degree in tax or law.
• At least 18 months of recent relevant tax experience.
• Preferred: CPA (or equivalent internationally recognized accounting designation), Enrolled Agent and/or LLM certification; non-certified and partially certified hires must become certified before promotion to manager.
• Ideal: experience serving clients in the wealth and asset management industry, and broad exposure to federal income tax and some state and local tax.

Required skills

• Solid technical knowledge, ideally in asset management tax.
• Ability to analyse trading reports for tax character and book tax differences.
• Managing multiple work assignments and deadlines.
• Team player who can work independently, with strong communication skills.

What we offer

• Performance-based compensation within a competitive package.
• Medical, dental and vision coverage, pension plan, vacation and leave entitlements.
• Continuous learning, flexible ways to define success, leadership development and coaching.
• A diverse and inclusive culture.