At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all.
Join our Financial Services Office (FSO) and you will work with multi-disciplinary teams from around the world to deliver a global market perspective. Aligned to key industry groups including asset management and private equity, banking and capital markets, and insurance, we provide integrated assurance, consulting, strategy & transactions, and tax services to our clients. As a market segment of the FSO, the BBC includes the Bahamas, Bermuda, British Virgin Islands, and Cayman Islands. By joining the BBC, you will receive unmatched exposure and experience to our continuously growing portfolio of diverse FSO clients.
The opportunity
EY’s FSO tax practice provides comprehensive and specialized tax assistance tailored to the unique needs of the asset management industry. You would join our tax professionals who are knowledgeable and experienced with varied and specialized facets of hedge fund, private equity fund and mutual fund taxation, including fund and organizational structuring, tax compliance, and on-call advice.
Your key responsibilities
- Lead tax compliance and advisory work for clients.
- Work on key client issues in domestic federal, international and state and local taxation.
- Manage tax compliance accounts for hedge funds and/or private equity funds.
- Review extensive securities analysis, make appropriate tax adjustments, and provide sign-off for K-1’s and partnership tax returns.
- Review partnership agreements and private placement memorandums for tax implications.
- Run day-to-day activities on accounts spread across various locations.
Skills and attributes for success
- Strong technical knowledge in the asset management tax area.
- Ability to analyze trading reports for tax character and book tax differences.
- The ability to teach or assist with firm in-house trainings.
- Build impactful relationships with clients and maintain relationships with firm leadership.
- Create a positive and trusting environment for team members.
- Able to identify key tax technical issues and consult when necessary.
- Managing multiple work assignments and deadlines.
To qualify for the role, you must have
- A bachelor’s degree in accounting, finance or a business discipline, and a minimum of 8 years of relevant tax experience; or an advanced degree in tax or law and a minimum of 7 years of relevant tax experience.
- A CPA (or equivalent internationally recognized accounting designation), Enrolled Agent and/or LLM certification is required.
- Experience serving clients in the wealth & asset management industry.
- Broad exposure to federal income taxation and exposure to state and local tax.
Ideally, you’ll also have
- Excellent managerial, leadership, organizational, and verbal/written communication skills.
- Demonstrated skills in mentoring and training others.
- A thorough understanding of building client relationships.
What we look for
We’re interested in hard working team players who are comfortable partnering with others as well as working independently. You’ll also need to be a detail-oriented leader who can multi-task and meet deadlines, as well as bring creative solutions to the job every day.
What we offer
We offer a competitive compensation package where you’ll be rewarded based on your performance and recognized for the value you bring to our business. In addition, our Total Rewards package includes medical, dental and vision coverage, competitive pension plan, generous vacation and leave entitlement(s), and a range of programs and benefits designed to support your physical, financial and social well-being.
- Continuous learning: You’ll develop the mindset and skills to navigate whatever comes next.
- Success as defined by you: We’ll provide the tools and flexibility, so you can make a meaningful impact, your way.
- Transformative leadership: We’ll give you the insights, coaching and confidence to be the leader the world needs.
- Diverse and inclusive culture: You’ll be embraced for who you are and empowered to use your voice to help others find theirs.
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