Job title: Tax Senior - Private Client Services, Financial Services Organization
Experience: Minimum of 3 years in professional services or professional tax organization
Salary: Competitive, with a base salary range of $81,200 to $133,900 (varies by location and individual factors)
Location: New York (primary), other locations across the country possible
Date posted: Jul 24, 2024
H1: Join EY's Financial Services Organization as a Tax Senior in Private Client Services
SEO: Tax Senior, Private Client Services, Financial Services Organization, EY, New York, professional services, tax organization, competitive salary, career growth, global team, high net worth individuals, estate and wealth planning, federal and state tax, trusted advisor, comprehensive benefits package, continuous learning, diverse and inclusive culture, equal opportunity employer, reasonable accommodation for disabilities
H2: About EY's Financial Services Organization
- Leader in serving the global financial services marketplace
- Separate business unit dedicated to financial services industry
- Focused model and bold ambition
- Purpose to help build a trusted and flourishing financial services industry
- Passion for solving complex challenges and working with a diverse range of clients
H2: The Opportunity
- Growing practice within EY's Financial Services Organization
- Diverse portfolio of interesting and challenging work
- Impactful role in tax planning and compliance projects
- Key point of contact for clients and colleagues
- Opportunity for cross-border and cross-functional teaming
- Support for personal and professional development
H2: Key Responsibilities
- Prepare and review complex individual tax returns
- Income tax planning and advising for high net worth individuals and families
- Develop into a trusted advisor for clients
- Collaborate with specialists in other areas to deliver comprehensive solutions
- Maintain relationships with clients and stay updated on technical knowledge
- Identify risks and opportunities to improve services and processes
H2: Qualifications
- Bachelor's degree in Accounting and significant tax or financial planning experience
- CPA license or licensed Attorney (or ability to achieve either certification)
- Minimum of 3 years in professional services or professional tax organization
- Understanding of estate and wealth planning
- Experience with federal and state personal and trust income tax
- Strong collaboration and negotiation skills
- Knowledge of automated tax processing systems and laws in your area of expertise
H2: Ideal Qualifications
- Proven record in high net-worth tax planning
- Experience in a professional services environment
- Ability to work on multiple teams and prioritize workload
- Strong analytical skills and attention to detail
- Adaptability to work with internal and client team members
H2: What We Look For
- Genuine interest in providing outstanding services to influential people
- Ability to work with people from all backgrounds
- Experience and status as a trusted advisor
- Passion for excellence
H2: What We Offer
- Comprehensive compensation and benefits package
- Base salary range of $81,200 to $133,900 (varies by location and individual factors)
- Medical and dental coverage, pension and 401(k) plans, and paid time off options
- Hybrid work model with flexibility and support for personal well-being
- Opportunities for continuous learning, personal growth, and transformative leadership
- Diverse and inclusive culture that values individual voices and perspectives
H2: Join EY's Financial Services Organization
- Contact us if you meet the qualifications and are interested in the role
- Dedicated to building a better working world and creating long-term value for clients, people, and society
- Trusted through assurance and helping clients grow, transform, and operate
- Working across various areas including assurance, consulting, law, strategy, tax, and transactions
- Equal opportunity, affirmative action employer providing accommodation for disabilities
- Commitment to diversity, inclusion, and asking better questions to find new answers for complex issues.
