Private Banker jobs in United States, Massachusetts, Boston

Key responsibilities:

• Responsible for Employment Tax business development in Yorkshire & the North-East of England (“YNE”) and client pursuit efforts through involvement in preparing proposals and delivering presentations to potential clients
• Support and development of junior members of the team and help grow the Employment Tax business at EY in YNE
• To deliver employment tax compliance and advice to clients in a broad range of industry sectors
• Be up to date with key technical and functional skills, and with industry, business and leadership skills & knowledge - and share this expertise with others
• Take a role in the management of the successful delivery of technically complex and demanding consulting projects, ensuring technical excellence and practical / business driven approach
• To win and sustain client confidence
• To build opportunities to capture new business and develop client relationships
• Be confident and effective in recognising and managing potential issues during client assignments
• Structure and manage projects or programmes of work which meet and exceed client expectations and mitigate any risks or issues

About you

• Experience of employment tax gained in consultancy, legal firm and/or large global corporate
• Have strong personal impact and resilience, and be able to influence and persuade clients and stakeholders at all levels to gain support for major changes and key decisions
• Working and technical understanding of key employment tax issues including:
• Expenses and Benefits (PSAs and P11Ds)
• Employment Status (IR35 and self-employed)
• Payroll (PAYE, RTI, apprenticeship levy, audits)
• Construction Industry Scheme
• Termination Payments
• Pensions
• National Minimum Wage
• Dealing with HMRC, audits, disclosure
• SAO and CCO
• Understanding of equity plans (basic understanding)
• Business development skills, able to identify and convert opportunities to sell work
• Proven track record in project management and delivery
• Change orientated with flexible approach
• Be professional, quickly establishing personal credibility and demonstrating expertise.
• Take a practical approach to solving issues and gaining client agreement
• Be able to analyse complex problems and to deliver insightful, practical, and sustainable solutions
• Focus on achieving project / programme goals and objectives
• High quality deliverables including clear and concise technical guidance
• Be adept at overcoming issues and barriers
• Identify and discuss opportunities to delegate work to less experienced team members and facilitate learning
• Be skilled in facilitating and encouraging collaboration amongst team members, and capable of motivating teams to maximise performance
• Provide timely, authentic, and constructive feedback to colleagues and seek feedback in return.
• Ideally have the ATT and/or CTA qualifications

Qualifications

• ATT or CTA (or equivalent) preferred.

What We Offer

• Global Exposure– Work with international clients and teams across EY’s global network.
• Career Progression– Develop new skills, lead high-impact projects, and shape your career path.
• Support & Coaching– Learn from industry leaders and receive mentoring at every stage.
• Flexible Working– We support hybrid working and encourage a healthy work-life balance (minimum two days in the office).
• Total Rewards Package– Competitive salary, comprehensive benefits, and exclusive EY perks.
• Inclusive Culture

Whoever you are, whatever your background, you are valued, supported, and empowered to be your best.

As a Senior in our Wealth Tax Advisory practice, you will play a critical role in delivering high-quality advisory services to high-net-worth individuals (HNWI) and their family offices. You will collaborate closely with managers, partners and engagement teams to lead complex wealth planning projects. This role requires an understanding of wealth tax advisory, estate and trust tax, family limited partnerships, and knowledge of flow-through business structures. You will be responsible for working on multiple projects simultaneously.

Key Responsibilities:

• Work on wealth advisory engagements, including sophisticated tax planning and structuring advice, including complex estate, trust and gift tax returns to high-net-worth clients and family offices.
• Researching tax issues to develop effective tax planning strategies

• Communicating complex tax issues to non-tax professionals and clients
• Reviewing work and helping to confirm they have the knowledge, tools and opportunities they need to excel
• Identifying and reacting to risks and opportunities to improve our services and processes

To qualify for the role you must have, including deep experience in one or more technical tax areas

• A bachelor's degree in a related field, supported by tax, business or financial planning experience
• Eligibility for CPA certification or membership in The Bar
• 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 taxation
• Experience with flow through entities (S-Corps, Partnerships, LLC’s)
• A thorough understanding of automated tax processing systems
• A commitment to continuing your learning
• Willingness to travel as needed, and working in a balanced hybrid environment

Ideally, you’ll also have

• A proven record in a professional services environment

Seasonal Tax Manager – Private Client Services - *Remote*

You’ll join the team at a critical time, leveraging your expertise to help support our clients. In return, you can expect the support of some of the most engaging colleagues around. You'll receive hourly, over-time eligible pay, and a unique opportunity to enhance or refine your skills within one of our high performing tax teams.

Your key responsibilities

As a seasonal tax manager your main priority could include reviewing complex individual tax returns, income tax planning of high-net-worth individuals and families, partnership tax compliance, or S Corp tax compliance for our Private Tax clients. Expectations around hours are discussed during the interview process for each role, so you'll be able to share your availability and know what to expect prior to coming aboard. In this role you'll be able to work remotely from within the United States, with no travel required.

Skills and attributes for success

• A strategic eye toward prioritizing when working on multiple complex projects

• Influencing skills, and the confidence and curiosity to question existing processes

• The ability to produce technical writing and research in a tax context

• Experience performing high quality review of complex tax returns

• Knowledge/experience in handling High Net Worth and Individual Tax Returns, or complex partnership compliance

• Experience with federal and state personal and trust income tax

• A thorough understanding of estate and wealth planning

• Experience researching tax issues to develop effective tax planning strategies and translate complex data from a range of sources into client-ready insights and deliverables

• Comfort with working remotely in a virtual team environment

To qualify for the role you must have

• Valid US Certified Public Accountant (CPA) license or active state bar membership

• A bachelor's degree in Accounting, Finance, Business, or a related discipline

• A minimum of 4 years of relevant experience in tax compliance for private client individuals, partnerships, and/or S Corps

• Strong analytical skills, written/verbal communication skills, interpersonal; problem-solving ability and attention to detail

Ideally, you'll also have

• A proven record of excellence in tax accounting for financial statements with a top or mid-tier firm

As a Manager in our Wealth Tax Advisory practice, you will play a critical role in delivering high-quality advisory services to high-net-worth individuals (HNWI) and their family offices. You will collaborate closely with senior managers, partners and engagement teams to lead complex wealth planning projects. This role requires a deep understanding of wealth tax advisory, estate and trust tax, family limited partnerships, and knowledge of flow-through business structures. You will be responsible for managing multiple projects simultaneously while developing and mentoring the next generation of tax professionals in our practice.

Key Responsibilities:

• Work on wealth advisory engagements, including sophisticated tax planning and structuring advice, including complex estate, trust and gift tax returns to high-net-worth clients and family offices.
• Researching tax issues to develop effective tax planning strategies

• Communicating complex tax issues to non-tax professionals and clients
• 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
• Identifying and reacting to risks and opportunities to improve our services and processes

To qualify for the role you must have, including deep experience in one or more technical tax areas

• A bachelor's degree in a related field, supported by tax, business or financial planning experience
• Eligibility for CPA certification or membership in The Bar
• 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 taxation
• Experience with flow through entities (S-Corps, Partnerships, LLC’s)
• A thorough understanding of automated tax processing systems
• A commitment to continuing your learning
• Willingness to travel as needed, and working in a balanced hybrid environment

Ideally, you’ll also have

• A proven record in a professional services environment
• Experience in coaching and mentoring junior colleagues

Your key responsibilities

Depending on your unique skills and ambitions, you could be managing various responsibilities, from technical planning and advising of clients that include high-profile individuals and their families. That will make you a trusted advisor and role model for your clients and our people across multiple teams, making this a great place to develop a diverse network of collaborative colleagues.  Whatever you find yourself doing, you’ll personally coach and develop a highly trained team, all while handling activities with a focus on quality and commercial value.

• Researching tax issues to develop effective tax planning strategies
• Translating 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
• Communicating complex tax issues to non-tax professionals and clients
• Maintaining your reputation in your field by constantly updating and sharing your technical and finest practice knowledge
• 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
• 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 a related field, supported by significant tax, business or financial planning experience
• A CPA certification or membership in The Bar
• Minimum of 5 years of work experience in professional services or professional tax organization
• Experience with federal and state personal and trust taxation
• Experience with flow through entities (S-Corps, Partnerships, LLC’s)
• A thorough understanding of automated tax processing systems
• Experience with Gift, Estate and Trust tax planning and compliance is a plus.
• A commitment to continuing your learning
• Excellent collaboration and negotiation skills, and the confidence to challenge senior colleagues and stakeholders from a diverse range of backgrounds
• Willingness to travel as needed, and working in a balanced hybrid environment

Ideally, you’ll also have

• 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 C-Suite executives to owners and their families, you’ll use your experience and status as a trusted advisor to maintain and further our reputation for excellence.

Your key responsibilities

We'll look to you to support our managers through partners in providing tax services. You're likely to balance your time between compliance and planning, focusing on and interacting directly with our clients. These clients will have a heavy focus on flow through entities (i.e., partnerships). The goal is to make you a trusted advisor and role model for our people across multiple teams, making this a great place to develop a diverse network of collaborative colleagues. Responsibilities include the following
:

• Preparing or reviewing federal and state tax returns for U.S. partnerships. This includes the preparation and review of foreign reporting requirements for cross border tax compliance such as foreign. partnerships, foreign corporations, foreign disregarded entities, and foreign affiliate reporting.
• Providing tax research, tax memoranda drafting, and assistance in quantitative modeling for private client tax advisory services.
• Identifying and communicating significant tax matters to Managers and Senior Managers.
• Liaising and relationship development with other service lines and other subject matter professionals.
• Building effective long-term relationships with our clients, understanding their unique needs to provide a tailored service.
• Communicating complex tax issues to non-tax professionals and clients.
• Maintaining your reputation in your field by constantly updating and sharing your technical and best practice knowledge.
• Reviewing the work of more junior staff.
• 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 a related field, supported by tax, business or financial planning experience.
• Have obtained or have active progress towards a CPA certification or membership in The Bar.
• Excellent collaboration and negotiation skills, and the confidence to challenge colleagues and stakeholders from a diverse range of backgrounds.
• Minimum of 2 years of work experience in professional services or professional tax organization.
• Working in a balanced hybrid environment and willingness to travel as needed.

Ideally, you will have

• A commitment to continuing your learning.
• Proficiency with tax software such as RIA, CCH IntelliConnect, OneSource, BNA or Lexis Nexis.
• Experience with Gift, Estate and Trust tax planning and compliance is a plus.

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 and the companies and investments they own. 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.