Tax Services Senior - FSO - Private Client Services EDGE

Ernst & Young Advisory Services Sdn Bhd; New York (NY); Hybrid; USD 84,000 - 132,000; Full time

Job summary

Join a dynamic firm where you can build a career as unique as you are! This role offers the chance to work on technically demanding tax planning and compliance projects, making a significant impact on high net worth individuals and families. You will collaborate with specialists across various tax areas, developing your skills and becoming a trusted advisor. The company fosters a supportive environment that emphasizes personal growth and professional development. Embrace the opportunity to work with a diverse team and enhance your leadership skills while contributing to a better working world for all.

Benefits

Medical Coverage

Dental Coverage

401(k) Plans

Flexible Vacation Policy

Paid Time Off

Winter/Summer Breaks

Personal/Family Care Leave

Qualifications

• Bachelor's degree in Accounting with significant tax experience required.
• Minimum 3 years in professional services or tax organization.

Responsibilities

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

Skills

Tax Return Preparation

Tax Planning

Client Relationship Management

Analytical Skills

Knowledge of K-1s

Research Skills

Collaboration Skills

Negotiation Skills

Education

Bachelor's Degree in Accounting

Progression towards CPA License

Tools

Automated Tax Processing Systems

Job description

Location: New York

Other locations: Anywhere in Country

Date: Mar 1, 2025

Requisition ID: 1578989

At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even better. Join us and build an exceptional experience for yourself, and a better working world for all.

The opportunity

PCS is a growing practice within the organization, and you'll see that growth reflected in your career. 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. You'll be part of a growing global team, acting as a key point of contact for a wide range of clients and colleagues. This is an opportunity for cross-border and cross-functional teaming focusing on service delivery for our clients. In return, you can expect plenty of support designed with your own personal skills and experience. EY is a dynamic place to develop not only your technical tax knowledge, but also your professional leadership and business acumen.

Your key responsibilities

You will be preparing and reviewing complex individual tax returns to income tax planning and advising of high net worth individuals and families, allowing you to develop into a trusted advisor role to clients. You will work with specialists in our other areas including International tax, state and local tax and asset management to deliver comprehensive solutions to our clients.

Skills and attributes for success

• Performing high quality preparation and review of complex tax returns
• Knowledge/experience in handling hedge fund and Private equity K-1s
• Researching tax issues with a team to develop effective tax planning strategies and translate complex data from a range of sources into client-ready insights and deliverables
• Building effective long-term relationships with our clients, understanding their unique needs to provide a tailored service
• Maintaining your reputation in your field by constantly updating and sharing your technical and finest practice knowledge
• 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 Accounting, supported by 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, and the 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

Ideally, you'll also have

• 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

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. 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

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 $70,300 to $115,900. The salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $84,300 to $131,800. 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.

• Continuous learning: You’ll develop the mindset and skills to navigate whatever comes next.
• Success as defined by you: We’ll provide the tools and flexibility, so you can make a meaningful impact, your way.
• Transformative leadership: We’ll give you the insights, coaching and confidence to be the leader the world needs.
• Diverse and inclusive culture: You’ll be embraced for who you are and empowered to use your voice to help others find theirs.