Financial Services - Customer Tax Operations and Reporting - Tax Senior

Job ID: Location: New York, NY, US, Salary: $81,500 - $178,300Job Function: Business Tax Services (BTS)Employer: EY Global ServicesApply by: Company: EYLocation: New York, Chicago, Los Angeles, Boston, Dallas, San Francisco, Seattle, Hoboken, Iselin, Jericho, Stamford, McLean

At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. Will you shape the future or will the future shape you?The opportunityEY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry – the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing, and secure.

Your key responsibilities

• You will perform technical IRW-specific work, including interpreting IRS Code and Treasury Regulations and drafting technical guidance to support information reporting and withholding requirements.
• You may conduct detailed tax technical analysis to support client positions and regulatory interpretations specific to IRW matters.
• You will contribute to the execution of processes, solutions, and projects, applying sound judgment and selecting appropriate methodologies to inform recommendations.
• Make decisions based on broad policies, applying personal knowledge and experience to resolve issues.
• Implement procedures and guidelines, often working on complex issues requiring in-depth evaluation of variable factors.
• Provide general guidance to others newer to the role or at a lower level, with limited supervision on day-to-day work and more direct supervision on new or non-recurring assignments.

Skills and attributes for success

Success in this role will be driven by your ability to deliver high-quality work, apply critical thinking, and collaborate effectively. You will need to demonstrate strong analytical and decision-making skills, as well as the ability to manage relationships and communicate with impact. Responsible for contributing to the delivery of processes, solutions, and projects by delivering agreed activities and applying judgment to inform recommendations. Accountable for meeting personal targets that impact the immediate team. May help coordinate the work of junior colleagues or team members. Meets performance objectives and metrics set locally, including client service, quality and risk management, sales and business growth, solution development, and teaming. Defines and executes deliverables, tracks deliverable completion and project status, and maintains reports for engagement economics.

To qualify for the role

• Ability to read and interpret IRS Code, regulations and instructions
• Strong writing skills for policy and procedure writing is a must
• Ability to interface with all facets of our business
• Ability to multitasking and project management capability
• Bachelor's degree required (4-year degree)
• Typically, no less than 2 - 4 years relevant tax, consulting, or tax operational experience
• Be a licensed attorney or CPA
• Ideally, you'll also haveActive participation in industry groups such as SIFMA, ABA, IIB
• The ability to understand and implement tax rules
• A demonstrated interest in tax information reporting and withholding work in Chapter 3, Chapter 4 and Chapter 61 or some experience working with these matters
• Experience in a client-facing, billable role within a professional services environment
• Familiarity with local and global regulatory compliance frameworks
• Demonstrated ability to work independently with limited supervision
• Experience supporting resource planning and budget tracking

What we look for

We seek individuals who are proactive, adaptable, and committed to delivering exceptional client service. Top performers in this role are analytical thinkers, effective communicators, and collaborative team players who thrive in dynamic environments. They demonstrate a passion for learning, a drive for results, and the ability to build trust with clients and colleagues alike.

What we offer you

At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more.

We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $81,500 to $178,300. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $116,700 to $202,600. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.

Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 60% of the time over the course of an engagement, project or year.

Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well‑being.

EY accepts applications for this position on an on-going basis.

EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.

Equal Employment Opportunity Statement:EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at

Are you ready to shape your future with confidence?

EY | Building a better working world

EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at