# Tax Experienced Staff - FSO - Financial Instruments Tax Solutions

[EY](https://www.jorb.ai/firms/ey.md) · New York · United States · [Financial & Restructuring](https://www.jorb.ai/jobs/financial-restructuring.md)

EY is hiring a Tax Experienced Staff - FSO - Financial Instruments Tax Solutions in New York. Posted 2026-07-08; applications close 2026-09-06.

**Apply**: https://careers.ey.com/ey/job/New-York-Tax-Experienced-Staff-FSO-Financial-Instruments-Tax-Solutions-NY-10001-8604/1412915433/

Posted 2d ago.

## Role details

## Location

New York, Hoboken and Charlotte

## Overview

At EY, we’re committed to shaping your future with confidence. We’ll help you succeed in a globally connected environment with diverse teams and opportunities to advance your career. Join EY and help build a better working world.

## The opportunity

EY is a leader in serving the global financial services marketplace and the only professional services firm with a dedicated Financial Services Organization (FSO). Our focused model and bold ambition place us at the center of events that reshape and redefine the industry, working with clients from venerable institutions to dynamic 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 that is trusted, flourishing, and contributes to a healthy, growing, and secure global economy. If you have a passion for rallying together to solve complex challenges, join our dynamic FSO team.

As a Senior in EY’s Financial Instruments Tax Solutions (FITS) - Collateralized Loan Obligation (CLO) Tax practice, you will focus on tax compliance for equity investors in CLOs and consult with asset management firms on CLO-related matters. FITS – CLO Tax offers opportunities to develop your skills while helping financial services clients address tax and compliance challenges faced by their tax functions today.

## Key responsibilities

  
- Work with a team of consultants and seniors on tax compliance for CLOs
  
- Improve tax function performance, collaborate with and motivate others, and build meaningful client and colleague relationships
  
- Serve as a technical resource for complex CLO tax items
  
- Help develop and maintain proprietary CLO tax technology
  
- Train and develop staff members
  
- Some travel may be required (location and client needs dependent)

## Skills and attributes for success

### To qualify for the role you must have

  
- Bachelor’s degree in Accounting or a related field
  
- Minimum of 1 year of relevant work experience
  
- CPA, JD, LLM, or ability to obtain one of these certifications
  
- Tax compliance and consulting experience serving CLO clients
  
- Understanding of PFIC and CFC reporting requirements
  
- Strong Microsoft Excel skills
  
- Excellent written and verbal communication skills
  
- Knowledge of bad debt, bond premium, foreign currency transactions, market discount, and original issue discount tax rules

### Ideally, you will also have

  
- Master’s degree in Accounting or a related field
  
- Exposure to the financial services industry, accounting/finance/tax, tax software development and/or implementation
  
- Strong attention to detail, problem-solving skills, and analytical abilities
  
- Project management and critical thinking skills
  
- Experience with international tax compliance

## What we look for

We are looking for proactive, self-motivated individuals with a willingness to learn new skills and approaches to client challenges. You should be an analytical thinker and problem solver who can develop innovative solutions.

## What we offer you

EY provides future-focused development and world-class experiences in a flexible, inclusive culture of globally connected teams. Learn more about our approach to professional growth.

We offer a comprehensive compensation and benefits package. The base salary range for this role in all US locations is $69,700 to $114,800. The base salary range for New York City Metro Area, Washington State, and California (excluding Sacramento) is $83,500 to $130,600. Individual salaries are determined by factors including education, experience, knowledge, skills, and geography. 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. Most external, client-facing roles are expected to work 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 time off you need based on your circumstances. You’ll also be granted time off for EY paid holidays, winter/summer breaks, personal/family care, and other leaves of absence when needed to support well-being.

## Equal opportunity and accommodations

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. EY is committed to providing reasonable accommodations to qualified individuals with disabilities, including veterans with disabilities. If you need assistance applying online or require an accommodation during the application process, please contact EY’s Talent Shared Services.

## Ready to apply?

Are you ready to shape your future with confidence? Apply today. EY accepts applications on an ongoing basis.

## Applying to this role

This Tax Experienced Staff - FSO - Financial Instruments Tax Solutions role at EY runs through the firm's own careers portal and expects a CV and cover letter written specifically for the posting, not a portable submission carried across firms. Jorb AI's application agent tailors a CV and cover letter from your background to this posting and tracks the role alongside the rest of your applications.

[Tailor this application](https://www.jorb.ai/signup?ref=job-atom&firm=ey&job=6a4e75eab3cefe4b0501930d)

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Updated: 2026-07-11
Canonical: https://www.jorb.ai/jobs/6a4e75eab3cefe4b0501930d
