Tax Senior – Wealth & Asset Management (FSO): The Bahamas

Job description

EY is the most globally integrated professional services organization which encompasses a separate business unit dedicated exclusively to the financial services marketplace. Join Financial Services (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.

 

Upon embarking on a journey with us, you will experience professional development through exposure to an array of diverse experiences, world-class learning and individual tailored coaching. This, is how we develop outstanding leaders who endeavor to deliver on our promises to all our stakeholders, and in so doing, play a critical role in building a better working world for our people, our clients and our communities. Sounds interesting? Well this is just the beginning. Whenever you join, however long you stay, the exceptional EY experience will last a lifetime. 

 

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

As a senior in our wealth & asset management tax practice, you will be responsible for tax compliance and advisory work for clients. You will work with Managers through Partners 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 be involved in tax compliance accounts for hedge funds, mutual funds and/or private equity funds. 

 

Skills and attributes for success

·  Solid technical knowledge, ideally in the asset management tax area
·  Ability to analyse 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 relationships 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 necessary
·  Managing multiple work assignments and deadlines

 

To qualify for the role you must have

·  A Bachelor’s degree in an accounting, finance or a business discipline, and/or an advanced degree in tax or law
·  A minimum of eighteen (18) months’ of recent relevant tax experience
·  A CPA (or equivalent internationally recognized accounting designation), Enrolled Agent and/or LLM certification preferred; non-certified and partially-certified hires are required to become certified before being eligible for promotion to manager
·  Although not required, the ideal candidate would have experience serving clients in the wealth & asset management industry, which may include mutual funds, hedge funds, private equity funds or other investment vehicles
·  Broad exposure to federal income taxation and exposure to state and local tax

 

Ideally, you’ll also have

·  Excellent teaming, leadership, organizational, and verbal/written communication skills
·  Demonstrated skills in the asset management tax area
·  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 performer who can multi-task and meet deadlines, as well as bring creative solutions to the job every day.

 

What working at EY offers

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. Plus, we offer:

 

·  Support, coaching and feedback from some of the most engaging colleagues in the industry
·  Opportunities to develop new skills and progress in your career
·  The freedom and flexibility to handle your role in a way that’s right for you

 

About EY

As a global leader in assurance, consulting, strategy & transaction, and tax services, we hire and develop the most passionate people in their field to help build a better working world. This starts with a culture that believes in giving you the training, opportunities and creative freedom to make things better. So that whenever you join, however long you stay, the exceptional EY experience lasts a lifetime.

 

Make your mark. Apply now.

 

EY, an equal opportunity employer, values the diversity of our workforce and the knowledge of our people.