Financial Services - San Jose, CA

Only for registered members San Jose, CA, United States

6 days ago

Default job background
Job summary: At EY we re all in to shape your future with confidence. We ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go Join EY and help to build a better working world 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 range of clients from most venerable institutions dynamic new entrants across Banking Capital Markets Wealth Asset Management Insurance Real Estate Hospitality Construction Our purpose is help build financial services industry which are trusted flourish global economy healthy growing secure If you have passion for rallying together solve complex challenges then come join dynamic FSO team Key Responsibilities As manager Wealth & Asset Management practice will lead tax compliance advisory engagements hedge fund private equity mutual fund clients will address complex federal international state local tax issues implement tax strategies aligned client objectives manage tax compliance accounts responsibilities include reviewing securities analyses making adjustments overseeing production K-1s partnership returns evaluating partnership agreements private placement memorandums for implications Skills And Attributes For Success Solid technical knowledge review partnership book/tax allocations including aspect as incentive fee reallocation side pocket transfer partnership interest fill up/down ability teach assist firm in-house trainings analyze trading reports for tax character book differences wash sales constructive sales straddles other securities issues build impactful relationships new existing clients maintain relationship firm leadership create positive trusting environment team members know each other feel part their team identify key technical issues raise appropriate questions before work sent review partner senior manager consult when necessary To qualify role must have Bachelor s degree minimum 5 years related work experience advanced degree law minimum 4 years related work experience CPA license licensed Attorney required familiarity financial services industry gained direct involvement managed investment vehicles broad exposure federal income taxation exposure state local tax Ideally excellent managerial leadership organizational verbal written communication skills demonstrated skills mentoring training others Hard working team player comfortable partnering independently detailed oriented performer multi-task meet deadlines open mindedness creative solutions job every day What We Look For hard working team player comfortable partnering independently detailed oriented performer multi-task meet deadlines open mindedness creative solutions job every day What We Offer You comprehensive compensation benefits package rewarded performance recognized value bring business base salary range geographic locations US $116200 $212900 New York City Metro Area Washington State California excluding Sacramento $139400 $242000 Individual salaries those ranges determined wide variety factors education experience knowledge geography Total Rewards package includes medical dental coverage pension 401 k plans wide range paid time options Join hybrid model expectation people external client serving roles work person time engagement project year flexible vacation policy decide how much vacation need based personal circumstances granted time off designated EY Paid Holidays Winter/Summer breaks Personal/Family Care leaves absence needed support physical emotional well-being Are ready shape future confidence Apply today

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