Senior Account Executive jobs in United States, Massachusetts, Boston

As an Executive Support Coordinator (ESC), you’ll provide high-level administrative support to the organization. This role involves providing in-office support for local and visiting PPMDDs as well as supplemental in-office assistance. May also assist with tax, backup and interim support for PPMDDs with executive assistants on extended leaves. May also assist and coordinate local office events. The ideal candidate will possess strong organizational skills, attention to detail, and the ability to manage multiple tasks in a dynamic environment. You’ll be a key member of a team using your experience, skills and knowledge of organizational policies, procedures and practices to help achieve the goals of the business. You’ll present information to inform recommendations on business processes and be part of a high performing, diverse and inclusive team sharing best practices.

Your key responsibilities

• Assist in the planning, organization, and execution of local office events, including team meetings, training sessions, and corporate gatherings in compliance with meeting and events policy and process and in collaboration with CBRE as necessary
• Coordinate with Meeting and Events team on logistics such as venue selection, catering, and materials preparation to ensure successful event delivery
• Prepare and organize materials for onsite meetings, presentations, and reports, ensuring all necessary documentation is readily available
• Develop and maintain relationships with internal personnel at all levels to complete support activities
• Manage and coordinate small projects and track progress
• Leverage strong working knowledge of applicable firm and service line quality, risk and confidentiality policies and guidelines in daily business operations
• Apply and share knowledge obtained on firm technology, work processes, resources, structure and business of the firm/service line/functional group
• Use firm knowledge, tools and network of resources to execute on deliverables and solve problems that arise to meet customers’ expectations
• Maintain documents on appropriate file servers and repositories, aid in the adherence to and reinforcement of record retention policies
• Act as a backup for other executive assistants during absences or peak workloads, ensuring continuity of support for executives which may include booking travel arrangements, processing and tracking business expenses in compliance with firm policy
• Collaborate with the executive support team to facilitate smooth operations and effective communication

Skills and attributes for success:

• Highly skilled attention to detail and self-assurance of quality of work performed or reviewed
• Ability to effectively manage conflicting priorities, organize workflow, anticipate customer needs and independently leverage alternative resources to achieve optimal operational excellence
• Proactively coach and share knowledge with colleagues
• Gain knowledge and develop and demonstrate advanced working knowledge of firm structure, service lines, key personnel, software and organizational policies and procedures
• Work independently with minimal supervision

To qualify for the role, you must have

• Ability to provide in-office support five days a week
• 4+ years of relevant business experience or combined no less than 2 years relevant experience and associates or higher degree
• Proficiency in MS Word, Excel, PowerPoint, Teams and Outlook
• Proficiency in automated calendar management tools (e.g. Outlook) and various IOS and Android mobile devices

• Proficiency in MS SharePoint

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. Learn .

• 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. The base salary range for this job in all geographic locations in the US is $46,900 to $98,000. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $56,300 to $111,400. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
• Our expectation is this is 100% in office job.
• 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.

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

Join our globally integrated team of dedicated indirect tax professionals and you'll have the opportunity to combine your technical knowledge and industry understanding to identify risks and sustainable planning opportunities for our clients. You'll help us provide effective processes, improve day-to-day reporting, reduce attribution errors and costs, and ensure indirect taxes are handled correctly for our clients.

Our tax function is constantly evolving, and it's here you'll find everything you need to grow as we do. It's all about taking on new skills and responsibilities as they arise, and making the most of our dedicated mentors and training programs. It's here that you'll have the opportunity to contribute your technical expertise and experience related to compliance, audit defense and consulting for abandoned and unclaimed property. This position offers excellent opportunities for teaming, leadership, career advancement and feedback.

Your key responsibilities

You'll likely spend much of your time engaging in client consultations and challenging the unclaimed property and escheat approach for optimal effectiveness. We'll look to you to develop strong relationships with our clients and team effectively with internal resources while developing and coaching junior members of the team. To make that happen, we'll look to you to implement your extensive knowledge of unclaimed property concepts and requirements. You can expect to be working in a highly collaborative culture, where listening to and sharing information with colleagues is an essential part of the role.

Skills and attributes for success

• Contributing to client satisfaction by providing timely and responsive services and work products
• Staying informed of current technical developments and effectively apply knowledge to client situations
• Thoroughly and accurately analyze information; prepare quality, practical approaches to the client's unclaimed property situation and arrive at appropriate conclusions
• Demonstrate an understanding of increasingly complex unclaimed property concepts.
• Participate in and contribute to achieving team goals

To qualify for the role you must have

• A bachelor's degree and 8 years of related work experience
• CPA certification, Member of the US Bar or professional designation from the IPT
• Technical expertise and experience related to compliance, audit defense and consulting for abandoned and unclaimed property services
• Performance and process advisory experience related to unclaimed property compliance
• Broad exposure to state and local taxation
• Excellent managerial, organizational, analytical and verbal/written communication skills
• Willingness to travel as needed, and working in a balanced hybrid environment

Ideally, you'll also have

• A minimum of 7 years of relevant unclaimed property consulting experience within a professional services environment

Tax – Indirect Tax Credits & Incentives – Financial Services Organization – Senior

As a Tax Senior, you’ll see firsthand the financial services industry by being immersed in credits and incentives projects through a diverse set of experiences in serving our clients.

Your key responsibilities

It’s fair to say there’s no average day for a Credits and Incentives Tax Senior – so you’re likely to spend your time on a diverse array of projects, responsibilities and tasks. Whatever you’re working on, our clients will turn to you for up-to-the-minute tax advice they can always rely on. To make that happen, you’ll be working in a highly collaborative culture, where listening to and sharing information with colleagues is an essential part of the role. Duties include:

• Analyzing an evolving portfolio of complex tax operations to provide meaningful business insights

• Identifying potential opportunities and risks and communicating these to our clients

• Learning and researching current market trends, to maintain your credibility as a trusted advisor

• Developing clear, intelligent plans and approaches to improve our clients’ tax activities

• Researching our clients’ business operations and building long-lasting relationships to tailor your advice to their specific needs

• Working with a motivated team of professionals

• Understanding of the economic development environment, programs and incentives process

To qualify for the role, you must have

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

• A CPA, licensed Attorney or a certified member of the Institute for Professionals in Taxation or progress to achieving one of the credentials

• A minimum of 3 years of related experience

• Professional knowledge in a broad range of state and local Credits and Incentives tax processes, concepts and tools

• A proven record of excellence in a professional services, economic development or tax organization

• Technical writing and research experience in a tax context

• The ability to prioritize when working on multiple complex projects

• Strong influencing skills, and the confidence to question existing processes

Ideally, you will also have

• A proven record in a professional services environment or in-house experience in the financial services industry

• Experience and proficiency with Microsoft Office products

• Experience in coaching and mentoring junior colleagues

• Ability to adapt your work style to work with both internal and client team members

What we look for

We are interested in people with initiative who are not afraid to speak up, with a genuine desire to make things better across the business. You’ll need strong software skills and the ability to handle complex data from multiple sources. If you’re ready to further build on your reputation as a professional advisor, this role is for you.

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.