# Financial Services - Customer Tax Operations and Reporting - Tax Services Analyst- EDGE [EY](https://www.jorb.ai/firms/ey.md) · New York · United States · [Accounting & Finance](https://www.jorb.ai/jobs/accounting-finance.md) EY is hiring a Financial Services - Customer Tax Operations and Reporting - Tax Services Analyst- EDGE in New York. Posted 2026-07-09; applications close 2026-09-07. **Apply**: https://careers.ey.com/ey/job/New-York-Financial-Services-Customer-Tax-Operations-and-Reporting-Tax-Services-Analyst-EDGE-NY-10001-8604/1413040533/ Posted 2d ago. ## Role details ## Location Anywhere in Country ## About EY At EY, we’re committed to shaping your future with confidence. We’ll help you succeed in a globally connected network of diverse teams and advance your career. Join EY and help build a better working world. ## Role Overview EY is a leader in serving the global financial services marketplace. Our Financial Services Organization (FSO) focuses on 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, healthy, growing, and secure. If you have a passion for solving complex challenges, join our dynamic FSO team. ## The Opportunity When you join EY EDGE, you’ll contribute to EY’s mission of building a better working world by applying your knowledge and experience to help clients achieve their business objectives. You will learn, grow, and contribute—building new relationships and delivering high-quality work and advice. ## Your Key Responsibilities - Support client engagements by collaborating with team members, delivering quality work, and driving on-time service delivery. - Assist the Customer Tax Operations practice with the preparation and delivery of tax information reporting (1099/1042-S/8804), FATCA/CRS reporting, tax withholding certificate validation (Forms W-8/9), and related withholding and reporting reconciliations for engagements with banks, wealth and asset management firms, and insurance companies. - Collaborate in a highly cooperative environment, sharing information with colleagues as a core part of the role. ## Skills and Attributes for Success - Provide timely, efficient, and accurate support for information reporting in a volume-driven, deadline-focused setting. - Balance multiple projects and work with multiple engagement teams to serve several clients. - Understand tax withholding certificates (Forms W-8/W-9) and FATCA/CRS self-certification forms and the data required for accurate tax reporting. - Familiarity with vendor and client systems supporting tax operations. - Analyze customer data and transaction information to identify errors and apply basic tax concepts to adjust reporting coding or reporting of transactions and income. - Manage internal and external communications, document client authorizations, and use tax software, Microsoft Word, Excel, PowerPoint, and client collaboration tools. - Communicate with client tax liaisons, tax compliance teams, and other stakeholders to gather information and obtain authorization for timely, accurate tax information reporting. - Support billing and collections for tax compliance and related services. - Assist engagement teams with reconciling customer demographic data, transaction data, and tax information returns to ensure complete, accurate, and timely filing; resolve discrepancies. - Provide status updates to supervisors and colleagues and discuss data issues to maintain accuracy and consistency in tax reporting. ## Qualifications - Bachelor’s degree (Accounting, Business, Finance or equivalent preferred). - 1–2 years of experience. - Proficiency in basic software applications (Microsoft Word, Excel, PowerPoint) and ability to learn other software. - Working knowledge of 1099/1042-S reporting systems and tax compliance and information reporting rules. - Ability to work independently and as part of a team on projects of varying complexity. - Willingness to leverage education and on-the-job training to perform essential functions and assist with training less experienced team members. - Excellent organizational and verbal/written communication skills. - Ability to follow standardized processes and ask questions when needed; prioritize assignments to ensure timely client deliverables. ## Ideal Background - Experience in a professional services environment. - Proven experience in information reporting and withholding tax concepts for US federal and state returns. - Experience with tax withholding validation and complete withholding certificates. - Experience with FATCA/CRS reporting templates. - Strong analytical skills and attention to detail. - Able to adapt work style to collaborate with internal and client teams. - Proficiency in trust tax software. ## What We Look For We seek tax professionals with a genuine interest in delivering outstanding service to a diverse set of clients. You’ll collaborate with people from various backgrounds—executives, entrepreneurs, investors, and families—using your experience to maintain and enhance our reputation for excellence. ## What We Offer You EY provides development in future-focused skills and world-class experiences. We support a flexible environment and foster a diverse, inclusive culture of globally connected teams. Learn more about our compensation and benefits below. - Comprehensive compensation and benefits package with base salary ranges: $58,900 to $97,400 (all US locations); $70,800 to $110,500 for New York City Metro Area, Washington State, and California (excluding Sacramento). Salaries are determined by education, experience, knowledge, skills, and geography. - Total Rewards includes medical and dental coverage, pension and 401(k), and paid time off options. - Hybrid work model: expect to work in person with clients approximately 60% of the time over engagements, projects, or a year. - Flexible vacation policy and time off for EY holidays, winter/summer breaks, personal/family care, and other leaves as needed. ## How to Apply Are you ready to shape your future with confidence? Apply today. EY accepts applications on an ongoing basis. ## Additional Information For those living in California, please click here for additional information. EY is committed to equal employment opportunities and to providing reasonable accommodations to qualified individuals with disabilities. If you need assistance applying online or requesting an accommodation, please contact EY’s Talent Shared Services. ## Applying to this role This Financial Services - Customer Tax Operations and Reporting - Tax Services Analyst- EDGE 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. 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