Tax Services Senior Analyst - Financial Services - Private Client Services, EDGE

EY•Hartford, DC

4d•$76,000 - $142,400

About The Position

The Tax Services Senior Analyst will join EY’s Financial Services Organization and its growing Private Client Services (PCS) practice. The role supports tax planning and compliance work for high-net-worth individuals and families, including complex and technically demanding projects. It offers opportunities to work across borders and functions, collaborate with specialists, and serve as a key contact for clients and colleagues while developing technical tax expertise, leadership skills, and business acumen. The position involves preparing and reviewing complex individual tax returns and supporting income tax planning and advice for high-net-worth clients. The analyst will work with specialists in areas such as international tax, state and local tax, and asset management to deliver comprehensive client solutions.

Requirements

Bachelor’s degree in Accounting, supported by significant tax or financial planning experience.
Progress toward a CPA license, Enrolled Agent credential, or licensed Attorney status.
At least 3 years of work experience in professional services or a professional tax organization.
Thorough understanding of estate and wealth planning.
Experience with federal and state personal and trust income tax.
Excellent collaboration and negotiation skills, with confidence to challenge senior colleagues and stakeholders from diverse backgrounds.
Thorough understanding of automated tax processing systems and laws within the relevant 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 working on multiple teams and prioritizing workload.
Strong analytical skills and attention to detail.
Ability to adapt work style to collaborate with internal and client team members.
Knowledge or experience handling hedge fund and private equity K-1s.

Responsibilities

Prepare and review complex individual tax returns.
Support income tax planning and advising for high-net-worth individuals and families.
Research tax issues with a team to develop effective tax planning strategies.
Translate complex data from multiple sources into client-ready insights and deliverables.
Build effective long-term client relationships and provide tailored service based on clients’ needs.
Work with specialists in international tax, state and local tax, and asset management to deliver comprehensive solutions.
Maintain and share current technical and best-practice knowledge.
Identify and respond to risks and opportunities to improve services and processes.