Tax Services Senior - FSO - Private Client Services EDGE

EY; Oklahoma City (OK); On-site; USD 70,000 - 116,000; Full time

Job summary

Join a forward-thinking firm as a Tax Services Senior, where you'll engage in diverse tax planning and compliance projects. This role offers the chance to build your technical expertise while collaborating with a global team. You'll prepare complex tax returns for high-net-worth individuals, develop effective tax strategies, and foster long-term client relationships. With a commitment to professional growth and a supportive culture, this opportunity is perfect for those passionate about making a difference in the financial services industry.

Benefits

Health Coverage

Pension Plan

401(k)

Paid Time Off

Flexible Work Arrangements

Qualifications

• 3+ years of experience in tax services or professional services.
• Strong collaboration and negotiation skills.

Responsibilities

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

Skills

Tax Return Preparation

Client Relationship Management

Tax Research and Planning

Collaboration with Tax Specialists

Understanding of Tax Laws

Education

Bachelor’s degree in Accounting

Progress towards CPA or Enrolled Agent

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.

Overview

At EY, you’ll have the chance to build a career as unique as you are, with global support, an inclusive culture, and advanced technology. We value your unique perspective to help us improve and grow. Join us to create an exceptional experience for yourself and contribute to a better working world.

About EY and the FSO

EY emphasizes high ethical standards and integrity. Our Financial Services Organization (FSO) is dedicated solely to serving the financial services industry, working with clients across Banking, Capital Markets, Wealth and Asset Management, Insurance, Real Estate, Hospitality, and Construction. Our purpose is to foster a trusted, thriving financial industry and a healthy global economy. If you are passionate about solving complex challenges, consider joining our dynamic FSO team.

The Opportunity

Our PCS practice is growing, offering diverse and challenging tax planning and compliance projects. You will work as part of a global team, engaging with clients and colleagues across borders and functions. This role offers support tailored to your skills and experience, helping you develop both your technical tax expertise and leadership skills.

Your Key Responsibilities

• Prepare and review complex individual tax returns, focusing on high-net-worth individuals and families, building trust as a client advisor.
• Collaborate with specialists in international tax, state and local tax, and asset management to deliver comprehensive solutions.

Skills and Attributes for Success

• High-quality preparation and review of complex tax returns.
• Experience handling hedge fund and private equity K-1s.
• Research tax issues and develop effective tax planning strategies.
• Build long-term client relationships and understand their unique needs.
• Maintain technical knowledge and share best practices.
• Identify risks and opportunities to improve services and processes.

Minimum Qualifications

• Bachelor’s degree in Accounting with significant tax or financial planning experience.
• Progress towards CPA, Enrolled Agent, or licensed Attorney.
• At least 3 years of experience in professional services or tax organizations.
• Knowledge of estate and wealth planning, federal and state income tax.
• Strong collaboration, negotiation skills, and confidence to challenge senior colleagues.
• Understanding of automated tax processing systems and relevant laws.

Preferred Qualifications

• Proven record in high-net-worth tax planning.
• Experience in professional services environments.
• Ability to manage multiple teams and prioritize work.
• Strong analytical skills and attention to detail.
• Adaptability in working with internal and client teams.

What We Offer

Competitive salary ($70,300 - $115,900, with higher ranges in NYC, Washington, and California), comprehensive benefits including health coverage, pension, 401(k), paid time off, and flexible work arrangements. We promote continuous learning, leadership development, diversity, and inclusion, supporting your personal and professional growth.

Application Process

We accept applications on an ongoing basis. If you meet the criteria, contact us promptly. EY is committed to equal opportunity and reasonable accommodations for applicants with disabilities.

Additional Details

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Accounting/Auditing and Finance
• Industries: Professional Services