At a Glance
- Tasks: Prepare financial statements and support clients in achieving their business goals.
- Company: Join EY, a global leader in financial services dedicated to building a better working world.
- Benefits: Enjoy flexible work options, comprehensive benefits, and a supportive team culture.
- Why this job: Be part of a dynamic team solving complex challenges for high-net-worth clients.
- Qualifications: Bachelor's degree in Accounting or related field; one year of accounting experience preferred.
- Other info: Flexible vacation policy and opportunities for professional growth and development.
The predicted salary is between 42000 - 68000 £ per year.
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Other locations: Anywhere in Country
Date: Jul 9, 2025
Requisition ID: 1624525
Location: Anywhere in country.
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.
Tax Experienced Staff – Private Client Services – Family Office Services, Financial Services Organization – EY EDGE
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 and Insurance. 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!
The opportunity
When you join EY EDGE, you’ll be at the heart of EY’s critical mission to build a better working world by applying your knowledge, skills and experience in assisting clients in meeting their business objectives. You will learn, grow and contribute — building new relationships and discovering the satisfaction that comes with producing high-quality, valued work and advice.
Your key responsibilities
As an Associate Analyst in our Family Office services practice (which is a part of our EY Private practice), you will prepare financial statements for high-net-worth individuals and their related family entities, which would include analyzing and reviewing bank/brokerage accounts as well as private equity and hedge fund capital statements. You will be responsible for supporting the Partner, Managing Director, Senior Manager, Manager, and Senior Associate levels in fulfilling consulting/coordination services as requested by clients. You will also serve as the first level of preparation in the accounts payable process where you will input payments as well as the related general ledger coding.
Skills and attributes for success
- Ability to use Microsoft Excel, Microsoft Dynamics and QuickBooks
- Ability to multi-task and manage multiple commitments
- Ability to perform under time constraints and meet deadlines; strong sense of urgency
- Excellent organizational and communication skills
- Understanding of client’s financial situation
- Awareness of budgets and has the ability to work with managers on keeping within budget
- Promotes a professional and positive attitude
- Ownership of work product and client engagement
- Effectively able to communicate with all levels of the engagement team and client personnel
- Understanding of key elements of client care and service
- Detail oriented
- Finding ways to simplify and improve work processes
- Recognizing business issues and using alternative solutions to resolve them.
- Looking for ways to increase efficiency on engagements
- Seeking to enhance knowledge through technical reading, continuing education, and other means
- Successful problem-solving and analytical skills
- Supportiveness of firm goals, policies, and guidelines
To qualify for the role you must have
- Bachelor’s degree in Accounting or related field
- At least one year of practical accounting experience
- CPA or eligibility to take the CPA exam is a plus
What we look for
We’re interested in professionals with a genuine interest in providing outstanding services to some of the world’s most influential people. Working with people from all backgrounds, from executives and entrepreneurs to investors and families, you’ll use your experience and status as a trusted advisor to maintain and further our reputation for excellence.
What we offer you
At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learnmore .
- We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $58,300 to $96,400. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $70,100 to $109,400. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. 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.
- Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
- 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.
Are you ready to shape your future with confidence? Apply today.
EY accepts applications for this position on an on-going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
EY | Building a better working world
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information,national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com .
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EY refers to the global organization, and may refer to one or more, of the member firms of Ernst & Young Global Limited, each of which is a separate legal entity. Ernst & Young Global Limited, a UK company limited by guarantee, does not provide services to clients.
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Financial Services - Customer Tax Operations and Reporting - Tax Services Analyst-EDGE employer: Ernst & Young Advisory Services Sdn Bhd
Contact Detail:
Ernst & Young Advisory Services Sdn Bhd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services - Customer Tax Operations and Reporting - Tax Services Analyst-EDGE
✨Tip Number 1
Familiarise yourself with the financial services industry, particularly in areas like private client services and family office operations. Understanding the nuances of these sectors will help you engage in meaningful conversations during interviews.
✨Tip Number 2
Network with professionals already working in tax services or financial operations. Attend industry events or webinars to connect with potential colleagues and learn about their experiences at EY.
✨Tip Number 3
Brush up on your technical skills, especially in Microsoft Excel, Dynamics, and QuickBooks. Consider taking online courses or tutorials to enhance your proficiency, as these tools are crucial for the role.
✨Tip Number 4
Prepare to discuss your problem-solving and analytical skills in detail. Think of specific examples from your past experience where you successfully navigated complex challenges, as this will demonstrate your fit for the role.
We think you need these skills to ace Financial Services - Customer Tax Operations and Reporting - Tax Services Analyst-EDGE
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in accounting and financial services. Emphasise any specific skills mentioned in the job description, such as proficiency in Microsoft Excel, QuickBooks, or experience with high-net-worth individuals.
Craft a Strong Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention how your background aligns with EY's mission to build a better working world and your interest in providing outstanding services to influential clients.
Highlight Relevant Skills: In your application, clearly outline your analytical skills, attention to detail, and ability to manage multiple commitments. Provide examples of how you've successfully navigated time constraints and met deadlines in previous roles.
Showcase Continuous Learning: Demonstrate your commitment to professional development by mentioning any relevant courses, certifications, or technical reading you've undertaken. This aligns with EY's focus on enhancing knowledge and skills.
How to prepare for a job interview at Ernst & Young Advisory Services Sdn Bhd
✨Showcase Your Analytical Skills
As a Tax Services Analyst, you'll need strong analytical skills. Be prepared to discuss specific examples of how you've used these skills in previous roles, especially in financial analysis or reporting.
✨Demonstrate Your Technical Proficiency
Familiarity with Microsoft Excel, Dynamics, and QuickBooks is crucial. During the interview, mention any relevant experience you have with these tools and be ready to explain how you've used them to improve efficiency in your work.
✨Understand the Client's Perspective
EY values professionals who can empathise with clients. Research common challenges faced by high-net-worth individuals and be prepared to discuss how you would address their financial needs and concerns.
✨Exhibit Strong Communication Skills
Effective communication is key in this role. Practice articulating your thoughts clearly and concisely, and prepare to demonstrate how you've successfully communicated complex information to clients or team members in the past.