Tax Senior - Business Tax Services - Private Tax - Wealth Tax Advisory

EY; Tampa (FL); Hybrid; USD 81,000 - 134,000; Full time

Job summary

An established industry player is seeking a Tax Senior to join their dynamic team. In this pivotal role, you will provide tailored tax and financial planning services to high-growth private companies and their owners. With a focus on compliance and strategic planning, you'll engage with a diverse range of clients, from family-owned businesses to private equity firms. This position offers ample opportunities for professional growth and development, supported by a collaborative environment and a commitment to excellence. If you're ready to shape your future and make a significant impact in the field of tax advisory, this role is for you.

Benefits

Comprehensive compensation package

Medical and dental coverage

401(k) plans

Flexible vacation policy

Paid time off options

Hybrid work model

Qualifications

• 2+ years of experience in professional tax organization.
• Experience managing projects including budgeting and client correspondence.
• Proficiency in tax software and compliance.

Responsibilities

• Support managers in providing tax services to private entities.
• Prepare and review federal and state tax returns for high net worth clients.
• Communicate complex tax issues to clients and develop long-term relationships.

Skills

U.S. federal and state tax returns

Tax research and memoranda drafting

Client relationship management

Tax software proficiency (RIA, CCH IntelliConnect)

Project management

Education

Bachelor's degree in related field

CPA certification or progress towards it

Tools

RIA

CCH IntelliConnect

BNA

Lexis Nexis

Job description

Tax Senior - Business Tax Services - Private Tax - Wealth Tax Advisory

Join to apply for the Tax Senior - Business Tax Services - Private Tax - Wealth Tax Advisory role at EY

Tax Senior - Business Tax Services - Private Tax - Wealth Tax Advisory

3 days ago Be among the first 25 applicants

Join to apply for the Tax Senior - Business Tax Services - Private Tax - Wealth Tax Advisory role at EY

Location: Anywhere in Country

At EY, we’re all in to shape your future with confidence.

We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.

Business is constantly evolving, and more than ever, staying competitive is all about identifying and adapting to change. Where there’s change, there’s risk, and our clients look to us for the authoritative experience and insights into strategic tax opportunities. As a Tax Senior, you’ll play a key role in that mission, providing tailored tax and financial planning for some of our most prestigious clients across all backgrounds.

The opportunity

Are you living your perfect career? PCS (Private Client Services) is a growing practice within the organization, and you’ll see that growth reflected in your career. The team has a dedicated focus toward serving privately held companies and their owners. These clients span from family owned businesses to private equity owned companies. One thing they all have in common is they are high growth private companies. As many companies choose to no longer go public, this is an ever increasing and exciting group of companies from start-up companies all the way to multi-billion-dollar global private companies. 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. Having gained ample support and training from some of the most knowledgeable colleagues in the industry, there will be opportunities to progress to manager.

Your Key Responsibilities

We’ll look to you to support our managers through partners in providing tax services. You’re likely to balance your time between compliance and planning, focusing on and interacting directly with our clients. These clients will private entities (including C-Corp, S-Corp and Partnerships) as well as individuals/families with ultra-high net worth, and expectations to match. That will make you a trusted advisor and role model for our people across multiple teams, making this a great place to develop a diverse network of collaborative colleagues.

Skills And Attributes For Success

• Preparing or Reviewing U.S. federal and state tax returns high net worth U.S. citizens living abroad or U.S. residents holding non-US assets, and/or Foreign nationals holding US assets.
• Preparing or Reviewing federal and state tax returns for U.S. partnerships and U.S. trusts that hold non-US assets. This includes the preparation and review of foreign reporting requirements for cross border tax compliance such as foreign partnerships, foreign corporations, foreign disregarded entities, foreign trusts, and foreign affiliate reporting.
• Providing tax research, tax memoranda drafting, and assistance in quantitative modeling for private client international tax advisory services.
• Identifying and communicating significant tax matters to Managers and Senior Managers.
• Liaising and relationship development with other service lines and other subject matter professionals.
• Building effective long-term relationships with our clients, understanding their unique needs to provide a tailored service
• Communicating complex tax issues to non-tax professionals and clients
• Maintaining your reputation in your field by constantly updating and sharing your technical and best practice knowledge
• Managing, coaching and developing a team of tax professionals, reviewing work and helping to confirm they have the knowledge, tools and opportunities they need to excel
• 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 a related field, supported by significant tax, business or financial planning experience
• Experience with managing projects including scheduling, budgeting, corresponding with clients and billing.
• Have obtained or have active progress towards a CPA certification or membership in The Bar
• Excellent collaboration and negotiation skills, and the confidence to challenge senior colleagues and stakeholders from a diverse range of backgrounds
• Minimum of 2 years of work experience in professional services or professional tax organization
• A commitment to continuing your learning
• Proficiency with tax software such as RIA, CCH IntelliConnect, BNA and/or Lexis Nexis.
• Experience with Gift, Estate and Trust tax planning and compliance is a plus.
• Willingness to travel as needed, and working in a balanced hybrid environment
  
  

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 and the companies and investments they own. 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 We Offer You

At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more.

• We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $81,200 to $133,900. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $97,500 to $152,100. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
• Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
• Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
  
  

Are you ready to shape your future with confidence? Apply today.

EY accepts applications for this position on an on-going basis.

For those living in California, please click here for additional information.

EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.

EY | Building a better working world

EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.

Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.

EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.

EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.

EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at [e-mail].

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing and Finance

• Industries

  Professional Services

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