EY Tax Services Senior - Financial Services Organization - Indirect - Tax Credit Investment Advisory in New York, New York
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, too. Join us and build an exceptional experience for yourself, and a better working world for all.
EY is the only professional services firm with a separate business unit (“FSO”) that is dedicated to the financial services marketplace. Our FSO teams have been at the forefront of every event that has reshaped and redefined the financial services industry. If you have a passion for rallying together to solve the most complex challenges in the financial services industry, come join our dynamic FSO team!
Our Financial Services Practice is comprised of a dedicated team of tax professionals strategically positioned across the country. As a Senior in Tax Credit Investment Advisory Services, you’ll assist our clients with a variety of tax credit and incentive-motivated investments and projects involving renewable energy tax credits, low income housing tax credits, historic rehabilitation tax credits, new markets tax credits, and opportunity zones. You’ll be part of a team of seasoned professionals engaging with clients to produce strategic outcomes.
Your key responsibilities
You’ll likely spend much of your time working with client data, documents, and financial models in order to help our clients optimize their tax strategy and understand the tax, accounting, and compliance implications of their plans for project development or tax equity investment. You’ll assist with key components of multiple tax engagements, including strategy, planning, risk assessment and engagement economics while delivering exceptional client service.
Skills and attributes for success
Understanding of credits and incentives tax concepts and enthusiasm to pursue increased knowledge through working on assignments and following tax developments
Knowledge of the renewable energy and the real estate industries
Knowledge of market studies, operating expenses, development and operating pro forma, benefits schedules, tax opinions, partnership agreements, and financial models
Aptitude for writing reports for corporate clients in a clear and professional manner
Flexible mindset and readiness to learn new concepts and develop new skills
To qualify for the role you must have
A bachelor's degree
Strong MS Excel skills and proficiency in MS Word and PowerPoint
Exceptional research and writing ability, organizational and multitasking skills
Ideally, you’ll also have
EA, CPA or JD
Bachelor’s degree concentration in accounting, finance, economics, or a related field
At least 2 years of related work experience
Experience with financial modelling, project finance underwriting, analysis of market trends, and partnership agreements
What we look for
We’re interested in people who can assist with multiple tax engagements and contribute to the delivery of innovative tax planning ideas for our diverse clients. We’ll look to you to develop strong relationships internally and across a network of existing and future clients, focusing on providing insight and implementing operational efficiencies for our clients while demonstrating a solid understanding of their business. If you possess high motivation with the ability to work both independently and in a collaborative setting, this role is for you.
What we offer
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 and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. 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.
If you can demonstrate that you meet the criteria above, please contact us as soon as possible.
The exceptional EY experience. It’s yours to build.
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