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

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 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!

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 where you can 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 the 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 if AI to drive efficiencies and streamline results

What we look for

We are looking for individuals that are proactive and self-motivated who have a willingness to learn new skills and approaches to challenges that our clients are facing in today’s climate. You will need to be an analytical thinker and problem solver who has the ability to come up with innovative solutions.