Tax Services Senior- Financial Services - Private Client Services

Job description

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!

The opportunity

PCS is a growing practice within the organization, and you'll see that growth reflected in your career. With a diverse portfolio of interesting and challenging work, you'll make an impact on some of the most technically demanding tax planning and compliance projects around. You'll be part of a growing global team, acting as a key point of contact for a wide range of clients and colleagues. This is an opportunity for cross-border and cross-functional teaming. In return, you can expect plenty of support designed with your own personal skills and experience. EY is a dynamic place to develop not only your technical tax knowledge, but also your professional leadership and business acumen.

Your key responsibilities

You will be preparing and reviewing complex individual tax returns to income tax planning and advising of high net worth individuals and families, allowing you to develop into a trusted advisor role to client.  You will work with specialists in our other areas including International tax, state and local tax and asset management to deliver comprehensive solutions to our clients.

Skills and attributes for success

·  Performing high quality preparation and review of complex tax returns 
·  Knowledge/experience in handling hedge fund and Private equity K-1s 
·  Researching tax issues with a team to develop effective tax planning strategies and translate complex data from a range of sources into client-ready insights and deliverables 
·  Building effective long-term relationships with our clients, understanding their unique needs to provide a tailored service
·  Maintaining your reputation in your field by constantly updating and sharing your technical and finest practice knowledge
·  Identifying and reacting to risks and opportunities to improve our services  and processes

To qualify for the role you must have

·  A bachelor's degree in Accounting, supported by significant tax or financial planning experience
·  CPA license or a licensed Attorney is required or the ability to achieve either certification
·  Minimum of 3 years of work experience in professional services or professional tax organization
·  A thorough understanding of estate and wealth planning
·  Experience with federal and state personal and trust income tax
·  Excellent collaboration and negotiation skills, and the confidence to challenge senior colleagues and stakeholders from a diverse range of backgrounds
·  A thorough understanding of automated tax processing systems and laws within your area of technical professionalism

Ideally, you'll also have

·  A proven record in high net-worth tax planning
·  A proven record in a professional services environment
·  Experience in working on multiple teams prioritizing your work load 
·  Strong analytical skills and attention to detail
·  The ability to adapt your work style to work with both internal and client team members

What we look for

We're interested in tax 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 working at EY offers

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, both pension and 401(k) plans, a minimum of 15
 days of vacation plus ten observed holidays and three paid personal days, and a range of programs and benefits designed to support your physical, financial and social well-being. Plus, we offer:

·  Support, coaching and feedback from some of the most engaging colleagues in the industry
·  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

About EY

As a global leader in assurance, tax, transaction and advisory services, we hire and develop the most passionate people in their field to help build a better working world. This starts with a culture that believes in giving you the training, opportunities and creative freedom to make things better. So that 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.
 
Come join us in building a better working world.
 
Apply today.

EY provides 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, in accordance with applicable law.