Job Description

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, too. Join us and build an exceptional experience for yourself, and a better working world for all.

Tax – Business Tax Services Private Client Services (PCS) Tax – Financial Services Organization – Senior Manager

The opportunity

EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry – the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team!

Private Client Services (PCS) Tax 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. 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 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 client. 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. You will be 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. Specific responsibilities include:

• Performing high quality review of complex tax returns
• Extensive knowledge and experience handling hedge fund and Private equity K-1s
• Researching tax issues 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

Skills and attributes for success

To qualify for the role, you must have

• A bachelor's degree in Accounting or a related field, supported by significant tax or financial planning experience
• CPA license, an EA (Enrolled Agent), or a Licensed Attorney is required
• Minimum of 8 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 will have

• A proven record in high net-worth tax planning
• A proven record in a professional services environment
• Experience in coaching and mentoring junior colleagues
• 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.

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