Financial Services Tax Senior (San Jose)-006C7

Description Tax is an inescapable dimension of almost every business activity, in every jurisdiction where a company does business. To optimize the financial performance of business operations, tax strategy and business strategy have to work together across a client enterprise. Our core tax advisory business offerings in International Tax Services, State and Local Taxes and Federal Tax Services make up the business offering for ourFinancial ServicesTax practice.

One of the benefits of being aligned with one of these functional groups is that you will have the technical proficiency and connectivity to address client issues as well as develop as well-rounded, quality-focused tax professionals. As a member of E&Y'sFinancial ServicesTax practice, you will have the combination of deep tax knowledge and a sophisticated understanding of business drivers to serve your clients to the best of your ability.

We currently have a career opportunity for a Senior in our Financial ServicesAsset Management Tax practice which assists clients in the areas of Investment and Hedge Funds, Mutual Funds and Private Equity. Using cutting-edge technology and working with team-oriented colleagues, the successful candidate will be responsible for securing and analyzing client tax data used in the preparation and/or review of tax compliance products in addition to providing clients with tax guidance and planning. Our people work on key client issues in domestic federal taxation, with a focus on implementing tax strategies that align with the client's business objectives

Responsibilities
Interface with clients and team members to secure tax data. Collect/convert tax compliance data into an electronic format. Formulate a plan to gather/communicate information to the client and complete accurate compliance products.

Analyze data and prepare workpapers based on professional standards. Determine the accuracy/completeness of the compliance product, perform quality assurance procedures, and prepare the product for delivery.

Contribute to client satisfaction by providing clients with quality, timely and responsive services and work products. Supervise the work of Staff professionals.

Demonstrate an understanding of increasingly complex tax concepts. Discuss moderately complex tax issues with the engagement team and client management. Keep informed of current tax developments and effectively apply tax knowledge to client situations.

Thoroughly and accurately analyze information. Prepare practical and effective approaches to the client's tax situation and arrive at appropriate conclusions. Share tax planning ideas with others. Participate in and contribute to achieving team goals. Assist in the development of recommendations and implementation plans and assist in making quality decisions in complex areas.

Qualifications

To qualify, candidates must have:

* a bachelor's degree, preferably with an emphasis in accounting, finance, or a related field (an advanced degree in tax or law is highly desirable)
* CPA certification preferred
* a minimum of 3 years of relevant tax experience or equivalent experience in business or industry
* broad exposure to federal income taxation
* excellent managerial, organizational, and verbal/written communication skills