TAX MANAGER - FINANCIAL SERVICES - WEALTH AND ASSET MANAGEMENT
Company: EY
Location: Lansing
Posted on: October 2, 2024
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Job Description:
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.
Join us and build an exceptional experience for yourself, and a
better working world for all.The exceptional EY experience. It's
yours to build.EY focuses on high-ethical standards and integrity
among its employees and expects all candidates to demonstrate these
qualities.This position can be anywhere in the country (Primary:
NY).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 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. If you have
a passion for rallying together to solve complex challenges, then
come join our dynamic FSO team!The opportunityEY'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 minimization planning, on-call advice, and tax
compliance.Your key responsibilitiesAs a manager in our Wealth &
Asset Management practice, you will be responsible for managing and
coordinating tax compliance and advisory work for clients. You
would work on key client issues in domestic federal, international
and state and local taxation with a focus on implementing tax
strategies that align with the client's business objectives. You
will manage tax compliance accounts for hedge funds and or private
equity funds. You will review extensive securities analysis, make
appropriate tax adjustments, and provide sign-off for the
production and delivery of K-1's and partnership tax returns. You
will be responsible for reviewing partnership agreements and
private placement memorandums for tax implications of items such as
book and tax allocations, stuffing provisions, management and
incentive fees as well as run the day to day activities on the
accounts that are spread across various locations.Skills and
attributes for success - Solid technical knowledge - you will have
to review partnership book/tax allocations including aspect such as
incentive fee re-allocation, side pocket, transfer partnership
interest, fill up/down - The ability to teach or assist in firm in
- house trainings - Ability to analyze trading reports for tax
character and book tax differences, such as wash sales,
constructive sales, straddles, and other securities issues. - Build
impactful relationships with new and existing clients and maintain
relationship with firm leadership - Create a positive and trusting
environment where team members know each other and feel a part of
their team - Able to identify key tax technical issues and raise
the appropriate questions before the work is sent for review to the
partner or senior manager - and consult when necessaryTo qualify
for the role you must have - A Bachelor's degree and a minimum of 5
years of related work experience; or an advanced degree in tax or
law and a minimum of 4 years of related work experience - CPA
license or a licensed Attorney is required or the ability to
achieve either within a one year from hire date - A minimum of 5
years of relevant tax experience or equivalent experience in the
financial services industry - Familiarity with the financial
services industry gained through direct involvement with managed
investment vehicles - 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 othersWhat we look forHard working team
player who is comfortable partnering with others as well as working
independently. Detailed oriented performer who can multi-task and
meet deadlines. Open mindedness and creative solutions to the job
every day.What we offerWe 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
$115,000 to $210,800. The salary range for New York City Metro
Area, Washington State and California (excluding Sacramento) is
$138,000 to $239,600. 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 40-60% 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.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.EY accepts applications for this position on an on-going
basis. If you can demonstrate that you meet the criteria above,
please contact us as soon as possible.EY exists to build a better
working world, helping to create long-term value for clients,
people and society and build trust in the capital markets.Enabled
by data and technology, diverse EY teams in over 150 countries
provide trust through assurance and help clients grow, transform
and operate.Working across assurance, consulting, law, strategy,
tax and transactions, EY teams ask better questions to find new
answers for the complex issues facing our world today.For those
living in California, please click here for additional
information.EY is an equal opportunity, affirmative action employer
providing 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 ssc.customersupport@ey.com
Keywords: EY, Midland , TAX MANAGER - FINANCIAL SERVICES - WEALTH AND ASSET MANAGEMENT, Executive , Lansing, Michigan
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