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National - Indirect Unclaimed Property and Escheat Services Tax Analyst - FY25

EY

EY

IT
San Antonio, TX, USA
Posted on Jul 30, 2024
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EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.

Location: San Antonio

Join our globally integrated team of dedicated indirect tax professionals and you’ll have the opportunity to combine your technical knowledge and industry understanding to identify risks and sustainable planning opportunities for our clients. You’ll help us provide effective processes, improve day-to-day reporting, reduce attribution errors and costs, and ensure indirect taxes are handled correctly for our clients.

The opportunity

Our tax function is constantly evolving, and it’s here you’ll find everything you need to grow as we do. It’s all about taking on new skills and responsibilities as they arise, and making the most of our dedicated mentors and training programs. It’s here that you’ll have the opportunity to contribute your technical expertise and experience related to annual compliance and technology transformation for abandoned and unclaimed property. This position offers excellent opportunities for teaming, leadership, career advancement and feedback.

Your key responsibilities

You’ll spend much of your time engaging execution and delivery of unclaimed property asset recovery engagements, including assisting in identifying, securing, and recovering assets for our clients. We’ll look to you to develop strong relationships with our clients and team effectively with internal resources. You can expect to be working in a highly collaborative culture, where listening to and sharing information with colleagues is an essential part of the role.

Skills and attributes for success

  • Contributing to client satisfaction by providing timely and responsive services and work products
  • Staying informed of current technical developments and effectively applying knowledge to client situations
  • Thoroughly and accurately analyze information; prepare quality, practical approaches to the client's unclaimed property needs and arrive at appropriate conclusions
  • Demonstrate an understanding of unclaimed property concepts
  • Participate in and contribute to achieving team goals

To qualify for the role you must have

  • A bachelor's degree, preferably in accounting, finance, government, or business administration
  • Excellent organizational, analytical, and verbal/written communication skills
  • Strong problem-solving skills
  • Proficient in Microsoft Office Suite and an aptitude for learning database management
  • Self-motivated, adaptable to change and able to meet deadlines
  • A desire to be a part of a team in a high-paced environment.
  • Comfortable with client interaction and communications
  • Willingness to travel as needed, and working in a balanced hybrid environment

Ideally (but not required), you’ll also have

  • 3 years of relevant unclaimed property recovery experience, or working in the financial services or accounting industry, or for a government agency
  • Technical expertise and experience related to filing unclaimed property and/or refund claims with government agencies
  • Experience establishing and maintaining the “back office” functions, including, the hardware and software required to operate the business (i.e., third-party software, mail room, and call center support functions)

What we look for

We’re interested in people who can manage multiple challenging engagements and contribute to the delivery of innovative ideas for our diverse clients. We’ll look to you to develop strong relationships across a network of existing and future clients, focusing on providing insight and implementing operational efficiencies while demonstrating a solid understanding of their business.

What we offer
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 $52,100 to $85,700. The salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $62,500 to $97,500. 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.
  • 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.
EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets.
Enabled by data and technology, diverse EY teams in over 150 countries provide trust through assurance and help clients grow, transform and operate.
Working across assurance, consulting, law, strategy, tax and transactions, EY teams ask better questions to find new answers for the complex issues facing our world today.
EY is an equal opportunity, affirmative action employer providing equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, 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