38 Financial Reporting jobs in Cupertino

Senior Director, Technical Accounting & Financial Reporting Bellevue, WA; Chicago, IL; Denver, CO; Lake Mary, FL; Menlo Park, CA; New York, NY; US, Remote Zone 2; US, Remote Zone 3; Washington, DC; Westlake, TX Join a leading fintech company that’s democratizing finance for all. Robinhood Markets was founded on a simple idea: that our financial markets should be accessible to all. With customers at the heart of our decisions, Robinhood and its subsidiaries and affiliates are lowering barriers and providing greater access to financial information. Together, we are building products and services that help create a financial system everyone can participate in. With growth as the top priority. The business is seeking curious, growth-minded thinkers to help shape our vision, structures and systems; playing a key-role as we launch into our ambitious future. If you’re invigorated by our mission, values, and drive to change the world — we’d love to have you apply. About the team + role We’re looking for a Senior Director, Technical Accounting & Financial Reporting to oversee all SEC reporting, resolve various complex technical accounting issues and act as a key resource for internal stakeholders. Reporting to the Controller, the role will be a key leadership position in the Finance organization, interacting and coordinating with colleagues in Finance & Strategy, Tax, Corporate Development and various other departments across the Company to ensure proper accounting treatment and accurate financial results. It is preferred that this role is located in one of the office locations listed on this job description which will align with our in-office working environment. This position is only eligible for remote work in limited geographies within the US where we do not have physical office locations. Please connect with your recruiter for more information regarding our in-office philosophy and expectations. What you’ll do Provide leadership, support and professional development opportunities to the growing technical and reporting accounting team Manage the reporting and filing process for SEC Form 10-Q and 10-K, and other external reporting requirements Lead the technical accounting team in researching, communicating and resolving complex accounting matters. Provide technical accounting guidance to cross functional partners across finance and the company Lead all policy initiatives, including the implementation of new accounting standards. Ensure internal Robinhood accounting policies are maintained and up to date. Continuously monitor, document and communicate new accounting standards to the entire organization and determine their impact on the company Lead or support cross-functional strategic initiatives, including product launches, new revenue models, or structural reorganizations, ensuring accounting impacts are proactively addressed. Participate in audit committee meetings, including the presentation of required communications Organize and lead quarterly disclosure committee meetings Manage the relationship with external auditors. Act as the key point of contact between the auditors and internal finance teams. Support due diligence and the integration of M&A deals. Lead the purchase price and opening balance sheet accounting. Represent reporting and technical accounting in special projects such as finance transformation and automation initiatives Develop a culture of mentorship, continuous improvement, training and success in the accounting organization What you bring 15+ years of total experience with increasing levels of responsibility including people management Demonstrated strong leadership skills, high energy and initiative - with a proven ability to manage significant initiatives across the organization, as well as develop and motivate staff Extensive knowledge of US GAAP and SEC reporting requirements Expert in technical accounting issues Highly developed written and verbal communication skills, excellent soft-skills, and ability to motivate and influence all levels of management Experience with M&A due diligence and purchase accounting preferred Bachelor’s degree in Accounting or Finance, CPA or equivalent required What we offer Market competitive and pay equity-focused compensation structure 100% paid health insurance for employees with 90% coverage for dependents Annual lifestyle wallet for personal wellness, learning and development, and more! Lifetime maximum benefit for family forming and fertility benefits Dedicated mental health support for employees and eligible dependents Generous time away including company holidays, paid time off, sick time, parental leave, and more! Lively office environment with catered meals, fully stocked kitchens, and geo-specific commuter benefits Base pay for the successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected salary range for this role is based on the location where the work will be performed and is aligned to one of 3 compensation zones. This role is also eligible to participate in a Robinhood bonus plan and Robinhood’s equity plan. For other locations not listed, compensation can be discussed with your recruiter during the interview process. Zone 1 (Menlo Park, CA; New York, NY; Bellevue, WA; Washington, DC) $238,000 - $80,000 USD Zone 2 (Denver, CO; Westlake, TX; Chicago, IL) 209,000 - 246,000 USD Zone 3 (Lake Mary, FL; Clearwater, FL; Gainesville, FL) 185,000 - 218,000 USD Click here to learn more about available Benefits, which vary by region and Robinhood entity. We’re looking for more growth-minded and collaborative people to be a part of our journey in democratizing finance for all. If you’re ready to give 100% in helping us achieve our mission—we’d love to have you apply even if you feel unsure about whether you meet every single requirement in this posting. At Robinhood, we're looking for people invigorated by our mission, values, and drive to change the world, not just those who simply check off all the boxes. Robinhood embraces a diversity of backgrounds and experiences and provides equal opportunity for all applicants and employees. We are dedicated to building a company that represents a variety of backgrounds, perspectives, and skills. We believe that the more inclusive we are, the better our work (and work environment) will be for everyone. Additionally, Robinhood provides reasonable accommodations for candidates on request and respects applicants' privacy rights. Please review the specific Robinhood Privacy Policy applicable to the country where you are applying. Create a Job Alert Interested in building your career at Robinhood? Get future opportunities sent straight to your email. Apply for this job * indicates a required field First Name * Last Name * Email * Phone * Location (City) * Resume/CV * Enter manually Accepted file types: pdf, doc, docx, txt, rtf Enter manually Accepted file types: pdf, doc, docx, txt, rtf LinkedIn Profile Website How did you hear about this job? Have you used Robinhood? Select. Have you ever worked for Robinhood as an employee, intern or contractor? * Select. What are your gender pronouns? * Select. Are you legally work authorized to work in the US? * Select. Will you now (or in the future) require visa sponsorship in order to work in the US? * Select. Are you willing to work from the office(s) listed on the job description? * Select. Do you have:a) any Personal/Familial Relationships (current Robinhood employees or employees of Robinhood’s vendors);b) any Outside Business Activities that you wish to continue;c) any investment that is greater than 5% of the outstanding shares of a publicly-traded company;d) any investment in a private company that has a business relationship or that is a current competitor of Robinhood; ore) any Intellectual Property Ownership (patents, trademarks, copyrights) that you wish to retain and/or create/develop while at Robinhood? * Select. If you answered "Yes" to the above question, please provide additional information here: Robinhood adheres to applicable laws and regulations in relation to government officials given inherent bribery and/or corruption risk. A government official is any person that performs a public function on any level or acts in any official capacity on behalf of a government or government owned entity.a) Do you currently hold or have you held, within the last 5 years, a position as a government official?b) Have you been referred or recommended for this position by a government official?c) Are you related to or have a close personal relationship with a government official? * Select. If you answered "Yes" to the above question, please provide additional information here: Equal Employment Opportunity Information At Robinhood, we care deeply about diverse representation in our workforce as it supports our mission to democratize finance for all. In support of this goal, we encourage applicants to voluntarily identify demographic information. This information helps us to continue building a more inclusive workplace and to ensure effective recruiting programs that are inclusive of individuals across all backgrounds. Self-identifying in this section is completely voluntary and if you choose not to provide any information, please select the “I don't wish to answer” option under that question. Whatever your decision, data that you provide in this section will not be considered in the hiring process or thereafter. Individuals seeking employment at Robinhood are considered without regard to race, color, religion, national origin, age, sex, sexual orientation, marital status, ancestry, physical or mental disability, neurodivergence, veteran status, gender identity or expression, or any other characteristic protected by law. You are being given the opportunity to provide the following information in order to help us comply with federal and state Equal Employment Opportunity recordkeeping, reporting, and other legal requirements, and to be used in our efforts to recruit a diverse workforce. Any information that you do provide will be recorded and maintained in a confidential manner. For more information on EEOC definitions, please reference this document . What is your gender identity? * Select. What is your race or ethnicity? * Select. What is your military status? * Select. What is your disability status? * Select. Do you identify as part of the LGBTQ+ community? Select. #J-18808-Ljbffr

Company Description At Lucile Packard Children’s Hospital Stanford, we know world-renowned care begins with world-class caring. That's why we combine advanced technologies and breakthrough discoveries with family-centered care. It's why we provide our caregivers with continuing education and state-of-the-art facilities, like the newly remodeled Lucile Packard Children's Hospital Stanford. And it's why we need caring, committed people on our team - like you. Join us on our mission to heal humanity, one child and family at a time. Job ID: LP_013219-19106 Job Description JOB SUMMARY This paragraph summarizes the general nature, level and purpose of the job. Assists departmental leadership in organizational development, benchmarking, operational reporting, management reporting, performance management, measuring trends, budgeting, analysis and other financial activities with a limited functional or organizational scope. Assist the director in managing the financial activities and services of the department as they relate to accounting, budgeting, financial reporting and other finance functions and implementing financial and accounting policies, procedures and programs for the hospital. Prepares statistical reports and financial information. ESSENTIAL FUNCTIONS The essential functions listed are typical examples of work performed by positions in this job classification. They are not designed to contain or be interpreted as a comprehensive inventory of all duties, tasks, and responsibilities. Employees may also perform other duties as assigned. Employees must abide by all Joint Commission Requirements including but not limited to sensitivity to cultural diversity, patient care, patient rights and ethical treatment, safety and security of physical environments, emergency management, teamwork, respect for others, participation in ongoing education and training, communication and adherence to safety and quality programs, sustaining compliance with National Patient Safety Goals, and licensure and health screenings. Must perform all duties and responsibilities in accordance with the hospital's policies and procedures, including its Service Standards and its Code of Conduct. Analyzes business operations and identifies improvements; monitors and measures the trends in an operational or functional area. Assists in compiling and analyzing key performance indicators for the entity in relations to comparable organizations and annual targets. Assists in managing the department to ensure achievement of functional and budget/financial goals. Prepares the department's annual budget requests by determining priorities among requests from reporting staff. Coordinates with Information Technology (IT) department on projects and transmission of data. Ensures financial records systems are maintained in accordance with generally accepted auditing standards. Assists with the gathering of support documentation for cost reports and other regulatory reports/audits. Implements policies and procedures for the preparation, maintenance and control of hospital's budgetary, accounting and related fiscal activities to ensure compliance with current legislation and regulations; maintains liaison with State and Federal agencies regarding pending or recently enacted legislation or regulations. Participates in development, implementation and maintenance of policies, objectives, short-and long-range planning; develops and implements projects and programs to assist in accomplishment of established goals. Performs supervisory functions by interviewing, selecting and providing training for new staff; by approving or disapproving recommendations from subordinate staff on personnel actions; by evaluating subordinates' performance; by hearing and resolving employee grievances; and by determining the need for and initiating disciplinary action in order to ensure adequate and competent staffing for the agency, program, division or institution. Prepares financial transaction analysis for management review providing financial adjustments required to resolve outstanding financial transactions, if any; provides support in the development of financial/operational analysis of hospital/clinical programs; prepares complex financial reports and analyses. Coordinates adhoc analysis and reporting. Provides assistance in the development of business plans and provides financial analysis associated with business plans and any other capital requests. Provides variance explanations for business cycle transactions. Develops and reviews trend analysis to highlight unusual transactions. Records, reviews, approves and transmits financial transactions in accordance to regulatory and internal controls. Works closely with operational personnel to understand and document operational financial issues (i.e., physical inventory counts, flow of transactions and effect on financial results). Assists in review of other departmental processes. Identifies areas of improvement across and within processes. Responds in a timely fashion to operational requests for information and issue resolution. Qualifications MINIMUM QUALIFICATIONS Any combination of education and experience that would likely provide the required knowledge, skills and abilities as well as possession of any required licenses or certifications is qualifying. Education: Bachelor's degree in a work-related field/discipline from an accredited college or university. Experience: Five (5) years of progressively responsible and directly related work experience. License/Certification: None required. KNOWLEDGE These are the observable and measurable attributes and skills required to perform successfully the essential functions of the job and are generally demonstrated through qualifying experience, education or licensure/certification. Ability to communicate complex concepts in simple form to non-finance users to understand the appropriate use and limits of the information provided. Ability to develop financial analyses and provide strategic direction for the organization. Ability to develop financial budgets and manage expenses. Ability to foster effective working relationships and build consensus. Ability to manage, organize, prioritize, multi-task and adapt to changing priorities. Ability to mediate and resolve complex problems and issues. Ability to provide leadership and influence others. Knowledge of accounting/financial principles and practices. Knowledge of computer systems and software used in functional area. Knowledge of financial statement, balance sheet, statement of operations and cash flow. Knowledge of local, state and federal regulatory requirement related to the functional area. Knowledge of principles and practices of organization, administration, fiscal and personnel management. PHYSICAL REQUIREMENTS The Physical Requirements and Working Conditions in which the job is typically performed are available from the Occupational Health Department. Reasonable accommodations will be made to enable individuals with disabilities to perform the essential functions of the job. #LI-post ADDITIONAL INFORMATION Accounting positions: Knowledge of Generally Accepted Accounting Principles (GAAP); Knowledge of regulatory requirements for GAAP, tax issues, and financial reporting Additional Information Pay Range Compensation is based on the level and requirements of the role. Salary within our ranges may also be determined by your education, experience, knowledge, skills, location, and abilities, as required by the role, as well as internal equity and alignment with market data. Typically, new team members join at the minimum to mid salary range. Minimum to Midpoint Range (Hourly): $67.80 to $89.91 Stanford Medicine Children's Health (SMCH) strongly values diversity and is committed to equal opportunity and non-discrimination in all of its policies and practices, including the area of employment. Accordingly, SMCH does not discriminate against any person on the basis of race, color, sex, sexual orientation or gender identity, religion, age, national or ethnic origin, political beliefs, marital status, medical condition, genetic information, veteran status, or disability, or the perception of any of the above. People of all genders, members of all racial and ethnic groups, people with disabilities, and veterans are encouraged to apply. Qualified applicants with criminal convictions will be considered after an individualized assessment of the conviction and the job requirements, and where applicable, in compliance with the San Francisco Fair Chance Ordinance. #J-18808-Ljbffr

Company Description At Lucile Packard Children's Hospital Stanford, we know world-renowned care begins with world-class caring. That's why we combine advanced technologies and breakthrough discoveries with family-centered care. It's why we provide our caregivers with continuing education and state-of-the-art facilities, like the newly remodeled Lucile Packard Children's Hospital Stanford. And it's why we need caring, committed people on our team - like you. Join us on our mission to heal humanity, one child and family at a time. Job Description JOB SUMMARY This paragraph summarizes the general nature, level and purpose of the job. Assists departmental leadership in organizational development, benchmarking, operational reporting, management reporting, performance management, measuring trends, budgeting, analysis and other financial activities with a limited functional or organizational scope. Assist the director in managing the financial activities and services of the department as they relate to accounting, budgeting, financial reporting and other finance functions and implementing financial and accounting policies, procedures and programs for the hospital. Prepares statistical reports and financial information. ESSENTIAL FUNCTIONS The essential functions listed are typical examples of work performed by positions in this job classification. They are not designed to contain or be interpreted as a comprehensive inventory of all duties, tasks, and responsibilities. Employees may also perform other duties as assigned. Employees must abide by all Joint Commission Requirements including but not limited to sensitivity to cultural diversity, patient care, patient rights and ethical treatment, safety and security of physical environments, emergency management, teamwork, respect for others, participation in ongoing education and training, communication and adherence to safety and quality programs, sustaining compliance with National Patient Safety Goals, and licensure and health screenings. Must perform all duties and responsibilities in accordance with the hospital's policies and procedures, including its Service Standards and its Code of Conduct. Analyzes business operations and identifies improvements; monitors and measures the trends in an operational or functional area. Assists in compiling and analyzing key performance indicators for the entity in relations to comparable organizations and annual targets. Assists in managing the department to ensure achievement of functional and budget/financial goals. Prepares the department's annual budget requests by determining priorities among requests from reporting staff. Coordinates with Information Technology (IT) department on projects and transmission of data. Ensures financial records systems are maintained in accordance with generally accepted auditing standards. Assists with the gathering of support documentation for cost reports and other regulatory reports/audits. Implements policies and procedures for the preparation, maintenance and control of hospital's budgetary, accounting and related fiscal activities to ensure compliance with current legislation and regulations; maintains liaison with State and Federal agencies regarding pending or recently enacted legislation or regulations. Participates in development, implementation and maintenance of policies, objectives, short-and long-range planning; develops and implements projects and programs to assist in accomplishment of established goals. Performs supervisory functions by interviewing, selecting and providing training for new staff; by approving or disapproving recommendations from subordinate staff on personnel actions; by evaluating subordinates' performance; by hearing and resolving employee grievances; and by determining the need for and initiating disciplinary action in order to ensure adequate and competent staffing for the agency, program, division or institution. Prepares financial transaction analysis for management review providing financial adjustments required to resolve outstanding financial transactions, if any; provides support in the development of financial/operational analysis of hospital/clinical programs; prepares complex financial reports and analyses. Coordinates adhoc analysis and reporting. Provides assistance in the development of business plans and provides financial analysis associated with business plans and any other capital requests. Provides variance explanations for business cycle transactions. Develops and reviews trend analysis to highlight unusual transactions. Records, reviews, approves and transmits financial transactions in accordance to regulatory and internal controls. Works closely with operational personnel to understand and document operational financial issues (i.e., physical inventory counts, flow of transactions and effect on financial results). Assists in review of other departmental processes. Identifies areas of improvement across and within processes. Responds in a timely fashion to operational requests for information and issue resolution. Qualifications MINIMUM QUALIFICATIONS Any combination of education and experience that would likely provide the required knowledge, skills and abilities as well as possession of any required licenses or certifications is qualifying. Education: Bachelor's degree in a work-related field/discipline from an accredited college or university. Experience: Five (5) years of progressively responsible and directly related work experience. License/Certification: None required. KNOWLEDGE These are the observable and measurable attributes and skills required to perform successfully the essential functions of the job and are generally demonstrated through qualifying experience, education or licensure/certification. Ability to communicate complex concepts in simple form to non-finance users to understand the appropriate use and limits of the information provided. Ability to develop financial analyses and provide strategic direction for the organization. Ability to develop financial budgets and manage expenses. Ability to foster effective working relationships and build consensus. Ability to manage, organize, prioritize, multi-task and adapt to changing priorities. Ability to mediate and resolve complex problems and issues. Ability to provide leadership and influence others. Knowledge of accounting/financial principles and practices. Knowledge of computer systems and software used in functional area. Knowledge of financial statement, balance sheet, statement of operations and cash flow. Knowledge of local, state and federal regulatory requirement related to the functional area. Knowledge of principles and practices of organization, administration, fiscal and personnel management. PHYSICAL REQUIREMENTS The Physical Requirements and Working Conditions in which the job is typically performed are available from the Occupational Health Department. Reasonable accommodations will be made to enable individuals with disabilities to perform the essential functions of the job. ADDITIONAL INFORMATION Accounting positions: Knowledge of Generally Accepted Accounting Principles (GAAP); Knowledge of regulatory requirements for GAAP, tax issues, and financial reporting Additional Information Pay Range Compensation is based on the level and requirements of the role. Salary within our ranges may also be determined by your education, experience, knowledge, skills, location, and abilities, as required by the role, as well as internal equity and alignment with market data. Typically, new team members join at the minimum to mid salary range. Minimum to Midpoint Range (Hourly): $67.80 to $89.91 Stanford Medicine Children's Health (SMCH) strongly values diversity and is committed to equal opportunity and non-discrimination in all of its policies and practices, including the area of employment. Accordingly, SMCH does not discriminate against any person on the basis of race, color, sex, sexual orientation or gender identity, religion, age, national or ethnic origin, political beliefs, marital status, medical condition, genetic information, veteran status, or disability, or the perception of any of the above. People of all genders, members of all racial and ethnic groups, people with disabilities, and veterans are encouraged to apply. Qualified applicants with criminal convictions will be considered after an individualized assessment of the conviction and the job requirements, and where applicable, in compliance with the San Francisco Fair Chance Ordinance. #J-18808-Ljbffr

Tax Senior - Financial Services - Global Compliance Reporting - Private EquityJoin to apply for the Tax Senior - Financial Services - Global Compliance Reporting - Private Equity role at EYTax Senior - Financial Services - Global Compliance Reporting - Private Equity1 week ago Be among the first 25 applicantsJoin to apply for the Tax Senior - Financial Services - Global Compliance Reporting - Private Equity role at EYGet AI-powered advice on this job and more exclusive features.Location : New York, Birmingham, San Francisco, Miami, San Jose, Hoboken, Boca Raton, Iselin, JerichoAt 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.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 opportunityEY's FSO tax practice provides comprehensive and specialized tax assistance tailored to the unique needs of the asset management industry. You would join our tax professionals who are knowledgeable and experienced with varied and specialized facets of hedge fund, private equity fund and mutual fund taxation, including fund and organizational structuring, tax minimization planning, on-call advice, and tax compliance.Your key responsibilitiesAs a senior in our Wealth & Asset Management practice, you will be responsible for tax compliance and advisory work for clients. You would work with Managers through Partners on key client issues in domestic federal, international and state and local taxation with a focus on implementing tax strategies that align with the client's business objectives. You will be involved in tax compliance accounts for hedge funds, mutual funds and/or private equity funds.Skills and attributes for successSolid technical knowledge in the asset management tax areaAbility to analyze trading reports for tax character and book tax differences, such as wash sales, constructive sales, straddles, and other securities issues.Build impactful relationships with new and existing clients and maintain relationship with firm leadershipCreate a positive and trusting environment where team members know each other and feel a part of their teamAble to identify key tax technical issues and raise the appropriate questions before the work is sent for review to the partner or senior manager ' and consult when necessaryManaging multiple work assignments and deadlinesTo qualify for the role you must haveA Bachelor's degree and a minimum of 3 years of related work experience; or an advanced degree in tax or law and a minimum of 2 years of related work experienceCPA license or a licensed Attorney is required or the ability to achieve one of these certificationsA minimum of 2 years of relevant tax experience or equivalent experience in the financial services industryFamiliarity with the financial services industry gained through direct involvement with managed investment vehiclesBroad exposure to federal income taxation and exposure to state and local taxIdeally, you'll also haveExcellent teaming, leadership, organizational, and verbal/written communication skillsDemonstrated skills in the asset management tax areaA thorough understanding of building client relationshipsWhat we look forHard working team player who is comfortable partnering with others as well as working independently. Detailed oriented performer who can multi-task and meet deadlines. Open mindedness and creative solutions to the job every day.What We Offer YouAt 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. Learn more.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 $90,200 to $48,700. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is 108,300 to 168,900. 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 worldEY 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 levelSeniority levelMid-Senior levelEmployment typeEmployment typeFull-timeJob functionJob functionAccounting/Auditing and FinanceIndustriesProfessional ServicesReferrals increase your chances of interviewing at EY by 2xGet notified about new Senior Tax Accountant jobs in San Jose, CA.Milpitas, CA $82,00 .00- 92,000.00 1 month agoSan Jose, CA 135,000.00- 141,515.00 4 weeks agoSan Jose, CA 136,000.00- 142,500.00 3 weeks agoSan Jose, CA 180,000.00- 200,000.00 3 weeks agoTax Senior (CPA or EA preferred) - San Jose, CA or Remote PositionSan Jose, CA 90,000.00- 120,000.00 1 month agoSan Jose, CA 80,000.00- 90,000.00 2 weeks agoSan Jose, CA 96,000.00- 215,966.00 3 weeks agoSan Jose, CA 79,000.00- 85,000.00 2 weeks agoSan Jose, CA 78,000.00- 115,000.00 1 day agoSan Jose, CA 100,000.00- 120,000.00 2 weeks agoSan Jose, CA 79,000.00- 85,000.00 2 weeks agoRedwood City, CA 50,000.00- 80,000.00 2 weeks agoSan Jose, CA 130,000.00- 180,000.00 2 weeks agoSan Jose, CA 129,000.00- 244,800.00 2 weeks agoSan Jose, CA 66,570.00- 151,580.00 2 weeks agoSan Jose, CA 90,000.00- 125,000.00 2 weeks agoTax Technology Manager / Senior / DirectorRedwood City, CA 109,388.00- 120,000.00 4 weeks agoTax Technology Manager / Senior / DirectorSan Jose, CA 95,000.00- 125,000.00 1 year agoSan Jose, CA 130,000.00- 165,000.00 2 weeks agoWe’re unlocking community knowledge in a new way. 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Join to apply for the Tax Senior - Financial Services - Global Compliance Reporting - Private Equity role at EY

1 week ago Be among the first 25 applicants

Join to apply for the Tax Senior - Financial Services - Global Compliance Reporting - Private Equity role at EY

Get AI-powered advice on this job and more exclusive features.

Location : New York, Birmingham, San Francisco, Miami, San Jose, Hoboken, Boca Raton, Iselin, Jericho

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.

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

EY's FSO tax practice provides comprehensive and specialized tax assistance tailored to the unique needs of the asset management industry. You would join our tax professionals who are knowledgeable and experienced with varied and specialized facets of hedge fund, private equity fund and mutual fund taxation, including fund and organizational structuring, tax minimization planning, on-call advice, and tax compliance.

Your key responsibilities

As a senior in our Wealth & Asset Management practice, you will be responsible for tax compliance and advisory work for clients. You would work with Managers through Partners on key client issues in domestic federal, international and state and local taxation with a focus on implementing tax strategies that align with the client's business objectives. You will be involved in tax compliance accounts for hedge funds, mutual funds and/or private equity funds.

Skills and attributes for success

• Solid technical knowledge in the asset management tax area
• Ability to analyze trading reports for tax character and book tax differences, such as wash sales, constructive sales, straddles, and other securities issues.
• Build impactful relationships with new and existing clients and maintain relationship with firm leadership
• Create a positive and trusting environment where team members know each other and feel a part of their team
• Able to identify key tax technical issues and raise the appropriate questions before the work is sent for review to the partner or senior manager ' and consult when necessary
• Managing multiple work assignments and deadlines
  
  

• A Bachelor's degree and a minimum of 3 years of related work experience; or an advanced degree in tax or law and a minimum of 2 years of related work experience
• CPA license or a licensed Attorney is required or the ability to achieve one of these certifications
• A minimum of 2 years of relevant tax experience or equivalent experience in the financial services industry
• Familiarity with the financial services industry gained through direct involvement with managed investment vehicles
• Broad exposure to federal income taxation and exposure to state and local tax
  
  

• Excellent teaming, leadership, organizational, and verbal/written communication skills
• Demonstrated skills in the asset management tax area
• A thorough understanding of building client relationships
  
  

• 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 $90,200 to $48,700. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is 108,300 to 168,900. 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.
  
  

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Accounting/Auditing and Finance
• Industries Professional Services

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Milpitas, CA $82,00 .00- 92,000.00 1 month ago

San Jose, CA 135,000.00- 141,515.00 4 weeks ago

San Jose, CA 136,000.00- 142,500.00 3 weeks ago

San Jose, CA 180,000.00- 200,000.00 3 weeks ago

San Jose, CA 90,000.00- 120,000.00 1 month ago

San Jose, CA 80,000.00- 90,000.00 2 weeks ago

San Jose, CA 96,000.00- 215,966.00 3 weeks ago

San Jose, CA 79,000.00- 85,000.00 2 weeks ago

San Jose, CA 78,000.00- 115,000.00 1 day ago

San Jose, CA 100,000.00- 120,000.00 2 weeks ago

San Jose, CA 79,000.00- 85,000.00 2 weeks ago

Redwood City, CA 50,000.00- 80,000.00 2 weeks ago

San Jose, CA 130,000.00- 180,000.00 2 weeks ago

San Jose, CA 129,000.00- 244,800.00 2 weeks ago

San Jose, CA 66,570.00- 151,580.00 2 weeks ago

San Jose, CA 90,000.00- 125,000.00 2 weeks ago

Redwood City, CA 109,388.00- 120,000.00 4 weeks ago

San Jose, CA 95,000.00- 125,000.00 1 year ago

San Jose, CA 130,000.00- 165,000