Tax Services Senior - FSO - Private Client Services EDGE

EY; McLean (VA); On-site; USD 70,000 - 116,000; Full time

Job summary

An established industry player is seeking a Tax Services Senior to join their dynamic Financial Services Organization. In this role, you'll engage in complex tax planning and compliance projects that impact a diverse portfolio of high-net-worth clients. This position offers a unique opportunity for professional growth and cross-border collaboration, allowing you to develop leadership skills while working alongside a team of experts. If you have a passion for tax strategy and a commitment to excellence, this is the perfect opportunity to advance your career in a supportive and inclusive environment.

Benefits

Comprehensive Benefits

Flexible Work Arrangements

Continuous Learning Opportunities

Leadership Development Programs

Qualifications

• 3+ years of professional tax experience with a focus on high-net-worth individuals.
• Knowledge of federal and state tax laws and estate planning.

Responsibilities

• Prepare and review complex individual tax returns for high-net-worth clients.
• Collaborate with specialists to deliver comprehensive tax solutions.

Skills

Tax Strategy Development

Research Skills

Client Relationship Management

Hedge Fund K-1 Handling

Education

Bachelor's Degree in Accounting

Progress toward CPA

Job description

Tax Services Senior - FSO - Private Client Services EDGE

Join to apply for the Tax Services Senior - FSO - Private Client Services EDGE role at EY.

About EY

EY is a global leader in professional services, focusing on building a better working world. We emphasize high ethical standards, integrity, and diversity. Our Financial Services Organization (FSO) specializes in serving the financial industry, working with clients from established institutions to innovative entrants across various sectors.

The Opportunity

As part of our growing PCS practice, you'll work on challenging tax planning and compliance projects, impacting a diverse portfolio of clients. This role offers opportunities for cross-border collaboration, professional growth, and developing leadership skills.

Your Key Responsibilities

• Prepare and review complex individual tax returns for high-net-worth individuals and families.
• Collaborate with specialists in international, state, local tax, and asset management to deliver comprehensive solutions.

Skills and Attributes for Success

• Experience in handling hedge fund and private equity K-1s.
• Strong research skills and ability to develop effective tax strategies.
• Excellent relationship-building skills with clients and colleagues.

Minimum Qualifications

• Bachelor's degree in Accounting with significant tax or financial planning experience.
• Progress toward CPA, Enrolled Agent, or licensed Attorney.
• At least 3 years of professional tax or services experience.
• Knowledge of estate and wealth planning, and federal and state tax laws.

Preferred Qualifications

• Proven high-net-worth tax planning experience.
• Experience in a professional services environment.
• Strong analytical and multitasking skills.

What We Offer

Competitive salary ($70,300 - $115,900; higher in certain regions), comprehensive benefits, flexible work arrangements, and a culture that promotes continuous learning, leadership, and inclusion.

Additional Information

We encourage ongoing applications and are committed to diversity and inclusion. For accommodations, contact our support team at 1-800-EY-HELP3.