Senior Wealth Tax Strategy Lead (Hybrid)

EY; Baltimore (MD); Remote; USD 82,000 - 135,200; Full time

Benefits offered by this job

Comprehensive compensation package

Flexible vacation policy

Medical and dental coverage

Job summary

A global professional services firm is seeking a Senior in Wealth Tax Advisory to deliver high-quality advisory services to high-net-worth individuals. The role requires a Bachelor's degree, CPA eligibility, and at least 3 years of experience in professional tax services. This position involves leading complex wealth planning projects and working closely with engagement teams. The firm offers competitive compensation, benefits, and a flexible hybrid work environment.

Qualifications

• Minimum of 3 years of work experience in professional services or professional tax organization.
• Understanding of federal and state personal and trust taxation.
• Experience with flow through entities (S-Corps, Partnerships, LLC’s).

Responsibilities

• Deliver high-quality advisory services to high-net-worth individuals.
• Lead complex wealth planning projects.
• Work on multiple projects simultaneously.

Skills

Wealth tax advisory

Estate planning

Tax planning strategies

Communication

Research tax issues

Education

Bachelor's degree in a related field

Eligibility for CPA certification or membership in The Bar

Job description

A global professional services firm is seeking a Senior in Wealth Tax Advisory to deliver high-quality advisory services to high-net-worth individuals. The role requires a Bachelor's degree, CPA eligibility, and at least 3 years of experience in professional tax services. This position involves leading complex wealth planning projects and working closely with engagement teams. The firm offers competitive compensation, benefits, and a flexible hybrid work environment.