Business Tax Services - Private Tax - Senior

EY•Boca Raton, FL

7d•$82,000 - $153,600

About The Position

EY Private Tax serves privately held companies and their owners and families, ranging from family-owned and private-equity-owned businesses to start-ups and multibillion-dollar global private enterprises. The practice provides technically demanding tax planning and compliance services and offers cross-border and cross-functional collaboration. As a Senior in Private Tax, you will provide personal and private tax advice and compliance support to business owners, business-owning families, and owners of private wealth. You will advise on personal business matters for high-net-worth individuals, family and business governance, wealth-transfer succession, family constitutions, and cross-border matters involving multijurisdictional families. The role includes delivering tailored tax solutions, developing client relationships, coaching team members, and contributing to quality and commercially valuable work. You will deliver assigned processes, solutions, and projects using judgment and appropriate methodologies to develop recommendations. You will be accountable for personal targets and performance objectives, and may coordinate junior colleagues' work. Regular travel may be required to meet client needs, and participation in client working sessions is expected on a daily basis.

Requirements

Bachelor's degree in a related field, supported by significant tax, business, or financial-planning experience.
CPA certification or active progress toward CPA certification, or membership in The Bar.
Typically, at least 2–4 years of relevant experience in professional services or a professional tax organization.
Experience with federal and state personal and trust taxation.
Experience with flow-through entities, including S-Corps, partnerships, and LLCs.
Thorough understanding of automated tax-processing systems.
Willingness to travel as needed.
Ability to deliver agreed activities and meet targets affecting the immediate team.
Experience applying judgment and selecting appropriate methodologies to inform recommendations.
Ability to coordinate work of junior colleagues or team members.
Track record of meeting performance objectives and metrics in client service, risk management, sales, and business growth.
Experience working with limited supervision on day-to-day work and providing general guidance to newer or more junior colleagues.
Skills in research and problem definition, data analysis and interpretation, computational thinking, capitalization and cost recovery, cost analysis, financial accounting concepts, structural and base-rate tax planning, cash tax planning, tax compliance and reporting, application and tool analysis, tax research and analysis, tax memo/report/letter writing, and relationship management.

Nice To Haves

Experience with gift, estate, and trust tax planning and compliance.
Proven record in a professional services environment.
Strong analytical skills and attention to detail.
Ability to adapt work style when collaborating with internal and client team members.
Excellent collaboration and negotiation skills, with confidence to challenge colleagues and stakeholders from diverse backgrounds.
Commitment to continuing learning.
Experience supporting opportunities for additional services and assisting with RFP responses.
Ability to maintain engagement economics reports and track resource plans and budgets.
Exposure to serving as a team lead and providing general guidance to newer or more junior colleagues.
Experience working on complex issues that require in-depth evaluation of variable factors.

Responsibilities

Research tax issues and develop effective tax-planning strategies.
Translate complex data from multiple sources into client-ready insights and deliverables.
Build long-term client relationships, understand client needs, and provide tailored service.
Communicate complex tax issues to clients and non-tax professionals.
Keep technical and best-practice knowledge current and share it with others.
Review the work of more junior team members.
Identify and respond to risks and opportunities to improve services and processes.
Apply judgment and appropriate methodologies to inform recommendations and resolve complex issues.
Implement procedures and guidelines as required.
Contribute to tax advice and compliance solutions for complex family and business structures.
Support wealth-transfer, succession-planning, and governance strategies.
Address tax matters affecting multijurisdictional families and cross-border situations.
Coach and develop team members, and coordinate junior colleagues' work when needed.
Meet individual targets and performance objectives, including those related to client service, quality, risk management, sales, business growth, solution development, and teaming.
Participate in client working sessions and travel as needed to meet client needs.

Benefits

Medical coverage
Dental coverage
Pension plans
401(k) plans
Paid time off options
Flexible vacation policy
Time off for designated EY Paid Holidays
Winter and Summer breaks
Personal and Family Care leave
Other leaves of absence to support physical, financial, and emotional well-being