Tax Services Senior Analyst - Financial Services - Private Client Services, EDGE

Location: New York. Other locations: Anywhere in Country. Requisition ID: 1617939.

At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. 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).

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.

Your key responsibilities:

• 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 client.
• Working 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 you:

At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. 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.

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.

Are you ready to shape your future with confidence? Apply today.