Senior Advisor - Financial Services Operational Tax Advisory

New Yesterday

Overview

Location: London

Other locations: Primary Location Only

Date: Sep 29, 2025

Requisition ID: 1603032

EY’s Financial Services (FS) Operational Tax Advisory (OTA) team provides customer and operational tax advice to clients in the financial services industry. Our London-based team works closely with the global FS practice.

The opportunity: The team is made up of core professionals in the UK supported by a strong EMEIA and global tax network, focusing on customer and operational taxes. You would be exposed to a large variety of clients from FinTech start-ups to mid-sized and global financial services businesses across the banking, wealth, asset management and insurance sectors. You will work with some of the biggest names in the industry. The role will cover a wide range of tasks and opportunities and can range from writing technical tax opinions, delivering managed services, supporting large impact assessment and change projects in the operational tax space, supporting the development of tax technology assets in the withholding and information reporting space, and running multi-country studies on tax issues.

The nature of our work means that developing relationships within the team and across the global network is essential to successfully delivering to our clients. The core team in London is close knit, dynamic and enthusiastic with a real sense of shared purpose and community.

The successful candidate would have the opportunity to be involved in some of the most important issues currently facing the financial services industry, with high profile experience to be gained and the opportunity to become a broader strategic and commercially minded tax advisor.

Your key responsibilities

  • Support the delivery of high-quality tax advice to our clients.
  • Build and maintain relationships both internally and externally.
  • Manage the successful delivery of projects, ensuring technical excellence and a practical and business driven approach.
  • Support the pursuit and development of new opportunities in respect of both existing and prospective clients.
  • Work with colleagues to contribute to the growth of the team.

Skills and attributes for success

  • Solid technical tax expertise, including familiarity with current international tax transparency developments.
  • An ability to work to tight deadlines.
  • Excellent relationship management skills with the ability to manage client expectations.
  • Excellent written and oral English communication skills.
  • Pragmatism and the ability to solve problems creatively.
  • Results orientation and a willingness to take on responsibility.
  • A strong client focus allied to strategic and commercial awareness.

To qualify for the role, you must have

  • ACA / CA / Law qualification or equivalent.
  • Professional operational tax experience with strong tax technical skills.
  • Strong client relationship management skills with ability to develop quality outputs to clients.

Ideally, you will also have

  • Experience working at a Big 4 firm or in a similar setting.

What we look for

You will proactively maintain your strong technical knowledge so that you can better advise our clients. The types of project you’ll contribute towards may include:

  • Supporting clients meet their compliance and reporting obligations under FATCA and CRS;
  • Advising clients on the application of the Qualified Intermediary (“QI”) regime, including the undertaking of QI health checks, periodic reviews and the provision of ad hoc advice;
  • Reviewing global withholding tax obligations;
  • Reviewing operational tax obligations, assessing compliance and advising on target operating model.

What working at EY offers

  • We offer a competitive remuneration package. Our comprehensive Total Rewards package includes support for flexible working and career development, and with FlexEY you can select benefits that suit your needs, covering holidays, health and well-being, insurance, savings and a wide range of discounts, offers and promotions.
  • Support and coaching from some of the most engaging colleagues around
  • Opportunities to develop new skills and progress your career
  • The freedom and flexibility to handle your role in a way that’s right for you

EY is committed to being an inclusive employer and we are happy to consider flexible working arrangements. We strive to achieve the right balance for our people, enabling us to deliver excellent client service whilst allowing you to build your career without sacrificing your personal priorities. While our client-facing professionals can be required to travel regularly, and at times be based at client sites, our flexible working arrangements can help you to achieve a lifestyle balance.

The diversity information collected during the application process is kept confidential and is used to analyze our recruitment process and promote diversity and inclusiveness. Providing this information is optional.

About EY: We’re building the workplace of the future at EY – a place that’s smarter, more inclusive, more dynamic and more flexible. Whenever you join, however long you stay, the exceptional EY experience lasts a lifetime.

If you can confidently demonstrate that you meet the criteria above, please contact us as soon as possible. Join us in building a better working world. Apply now.

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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. Ernst & Young Global Limited is a UK company and does not provide services to clients.

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Location:
City Of London, England, United Kingdom
Salary:
£80,000 - £100,000
Job Type:
FullTime
Category:
Finance

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