Tax Services Senior Analyst - Financial Services - Private Client Services, EDGE
About The Position
The Financial Services Organization (FSO) is a dedicated business unit within EY focused on serving the global financial services marketplace. This role is within the Private Client Services (PCS) practice, which is experiencing growth. The position involves technically demanding tax planning and compliance projects for high-net-worth individuals and families. The Senior Analyst will act as a key point of contact for clients and colleagues, engaging in cross-border and cross-functional teaming. EY offers support for personal skill development, technical tax knowledge, professional leadership, and business acumen.
Requirements
- A bachelor's degree in Accounting.
- Significant tax or financial planning experience.
- Progression towards CPA license, Enrolled Agent or a licensed Attorney is required.
- 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.
- 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.
Nice To Haves
- 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.
Responsibilities
- Preparing and reviewing complex individual tax returns.
- Income tax planning and advising of high net worth individuals and families.
- Acting as a trusted advisor to clients.
- Working with specialists in International tax, state and local tax, and asset management to deliver comprehensive solutions.
- Performing high quality preparation and review of complex tax returns.
- Handling hedge fund and Private equity K-1s.
- Researching tax issues with a team to develop effective tax planning strategies.
- Translating complex data from a range of sources into client-ready insights and deliverables.
- Building effective long-term relationships with clients, understanding their unique needs to provide a tailored service.
- Maintaining reputation in the field by constantly updating and sharing technical and finest practice knowledge.
- Identifying and reacting to risks and opportunities to improve services and processes.
Benefits
- Medical and dental coverage
- Pension and 401(k) plans
- A wide range of paid time off options
- Flexible vacation policy
- Designated EY Paid Holidays
- Winter/Summer breaks
- Personal/Family Care
- Other leaves of absence
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What This Job Offers
Job Type
Full-time
Career Level
Senior
