Financial Services - Tax - Financial Instruments Tax Solutions - Experienced Staff

Location

New York, Iselin, Hoboken, Jericho, Secaucus, Charlotte

The opportunity

EY 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 place us at the center of events that continue to reshape and redefine the industry, working with clients from venerable institutions to dynamic entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry that is trusted and flourishing, and a global economy that is healthy, growing and secure. If you have a passion for rallying together to solve complex challenges, join our dynamic FSO team!

As a professional within EY’s Financial Instruments Tax Solutions (FITS) practice, you will play a key role in supporting a diverse portfolio of financial services clients, including asset managers, private equity firms, and insurance companies. The FITS Tax practice provides a dynamic environment to further enhance your technical and consulting skills while helping leading financial institutions navigate the increasingly complex tax and regulatory landscape. In this role, you will work alongside experienced professionals to address tax compliance and reporting challenges faced by world-class tax functions, delivering innovative solutions that drive value and support our clients’ strategic objectives.

Your Key Responsibilities

• Collaborate with a team of consultants and senior professionals on finance transformation engagements, helping clients enhance their tax and operational processes.
• Support the implementation, maintenance, and execution of proprietary debt tax technology solutions to deliver high-quality outcomes for clients.
• Drive improvements in tax function performance by working effectively within teams, motivating colleagues, and building meaningful, long-lasting relationships with clients and stakeholders.
• Serve as a trusted technical resource on complex tax matters related to fixed-income securities and other financial instruments.
• Contribute to the ongoing development, enhancement, and maintenance of EY’s proprietary debt tax technology platforms and tools.
• Participate in client engagements that may require travel, depending on project requirements, client needs, and geographic location.

Skills and attributes for success

To qualify for the role you must have

• A bachelor’s degree in accounting, finance or related field
• A minimum of 1 year of relevant work experience
• A basic understanding of fixed income securities including corporate debt, bonds, ABS/MBS securities
• Strong Microsoft Excel skills
• Excellent written and verbal communication skills
• Strong attention to detail, problem-solving skills, analytical abilities

Ideally, you will also have

• Exposure to the financial services industry, accounting/finance/tax, tax or finance performance improvement, tax software development and/or implementation
• CPA, JD, LLM, MBA, Enrolled Agent or ability to achieve one of the certifications
• Tax compliance and consulting experience serving financial services clients
• Project management and critical thinking skills
• Basic understanding of AI use case and embrace the use of AI to drive efficiencies and streamline results

What we look for

We are looking for individuals who are proactive and self-motivated, with a willingness to learn new skills and approaches to challenges that our clients face today. You should be an analytical thinker and problem solver capable of developing innovative solutions.

What we offer you

At EY, we develop you with future-focused skills and provide world-class experiences. We offer a flexible environment, and support your talents in a diverse and inclusive culture of globally connected teams. Learn more.

We provide a comprehensive compensation and benefits package tied to performance and the value you bring to the business. The base salary range for this job in all geographic locations in the US 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 within those ranges are determined by education, experience, knowledge, skills and geography. Our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and paid time off options.

Join us in our team-led and leader-enabled hybrid model. Most external, client-serving roles are expected to work in person 60% of the time over an engagement, project, or year.

Under our flexible vacation policy, you’ll decide how much vacation time you need based on your circumstances. You’ll also receive time off for EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support well-being.

Additional information

Are you ready to shape your future with confidence? Apply today. EY accepts applications on an ongoing basis. For those in California, please click here for additional information. EY is committed to high ethical standards and integrity among its employees.

EY | Building a better working world

Enabled by data, AI and advanced technology, EY helps clients shape the future with confidence and develop answers for today’s and tomorrow’s issues. EY teams work across assurance, consulting, tax, strategy and transactions, 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. If you need assistance applying online or require an accommodation during the application process, contact EY’s Talent Shared Services Team.