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164 jobs found
08.12.2025
EY

EY Tax - Business Services Private United States, Virginia, Arlington

Limitless High-tech career opportunities - Expoint
Apply rules related to controlled foreign corporations and passive foreign investment companies onto tax returns. Application of foreign tax treaties and foreign tax credits. Prepare form 1040, 1041 and 1065...
Description:

As an EY Private Tax Manager, with a focus on cross border tax needs of high net worth individuals and their affiliated entities, you will apply your tax knowledge across a wide range of tax topics and processes, devising elegant outcomes to some of the most complex challenges around. You’ll work with some of the world’s most successful private clients and businesses, and in return you can expect an incredible range of projects and responsibilities that will support your career growth.

Skills and attributes for success

  • Apply rules related to controlled foreign corporations and passive foreign investment companies onto tax returns
  • Application of foreign tax treaties and foreign tax credits
  • Prepare form 1040, 1041 and 1065 and significant experience preparing or advising on domestic income and transfer tax and/or U.S. international informational returns (Forms 5471, 8858, 8865, 1040, 1041, 1065, 3520, 3520A)
  • Team members with a compliance focus: prepare or review US federal and state tax returns for high net worth individual US citizens living abroad, US residents holding nonUS assets, or foreign nationals holding US assets. This role includes the preparation and review of the foreign info reporting requirements for cross border tax compliance such as foreign corporations, foreign partnerships, foreign disregarded entities and foreign trusts. Experience with relevant tax processing programs, and application of AI to data optimization and return process are essential skills.
  • Team members with an advisory focus:
    • Design pre-immigration tax plans
    • Classification of trusts for US tax purposes, and review of forms 3520
    • Assist with US exit planning
    • FIRPTA
    • Form the US tax piece of multi-jurisdictional inheritance/succession, including the use of trusts, both domestic and foreign
    • Identifying foreign reporting obligations
    • Prepare tax memorandums and opinions
  • Translating complex data from a range of sources into client-ready insights and deliverables
  • Support our Private practice with relevant tax analysis and address new trends/market opportunities.
  • Work closely with rotators from our domestic teams, individuals on rotation from foreign affiliated firms, and our global deployment services team
  • 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
  • An appreciation of world affairs, cultures and protecting financial security.

To qualify for the role you must have

  • A bachelor's degree in a related field, supported by significant tax and a CPA certification or membership in The Bar; Minimum of 5 years of work experience in professional services or professional tax organization
  • A thorough understanding of estate and wealth planning; as well as 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
  • Experience managing budgets and projects

Ideally, you’ll also 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
  • Executive presence and business development skills
  • 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.

We offer a competitive compensation package where you’ll be rewarded based on your performance and recognized for the value you bring to our business. In addition, our Total Rewards package includes medical and dental coverage, both pension and 401(k) plans, a minimum of 15 days of vacation plus ten observed holidays and three paid personal days, and a range of programs and benefits designed to support your physical, financial and social well-being. Plus, we offer:

  • Support, coaching and feedback from some of the most engaging colleagues in the industry
  • Opportunities to develop new skills and progress your career
  • A network of overseas colleagues, and chances to relocate or take on overseas assignments
  • The freedom and flexibility to handle your role in a way that’s right for you

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 $116,200 to $212,900. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $139,400 to $242,000. 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.
  • 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.


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07.10.2025
EY

EY Government Public Sector - Assurance Consultant Top Secret C... United States, Virginia, Arlington

Limitless High-tech career opportunities - Expoint
Recognize potential audit issues or unusual relationships from analysis of the financial statements and communicate them to the assurance team. Clearly and accurately document the execution of specific audit procedures...
Description:

Your key responsibilities

The nature of this role means that you will be recognized as a primary day-to-day contact for our clients. That means you'll develop your knowledge by learning about current issues, profession, and business developments relevant to the client's industry, so we'll look to you to build relationships and expertise with team members.

Skills and attributes for success

  • Recognize potential audit issues or unusual relationships from analysis of the financial statements and communicate them to the assurance team.
  • Clearly and accurately document the execution of specific audit procedures as defined by the engagement objectives, audit client's engagement history, and planned audit approach.
  • Challenge procedures used in the past and attempt to enhance audit techniques.
  • Demonstrate professionalism and competence in the audit client's environment.
  • Maintain a strong client focus, be responsive to client requests, and develop/maintain productive working relationships with client personnel.
  • Stay informed of current business/economic developments relevant to the client's business.
  • Collaborate with assurance team members to set goals and responsibilities.
  • Contribute ideas/opinions to the assurance teams and listen/respond to other team members' views.
  • Use technology to continually learn, share knowledge with assurance team members, and enhance service delivery.
  • Bring potential opportunities to the assurance team's attention.

To qualify for the role you must have

  • Top-Secret Clearance.
  • A bachelor's or graduate degree and approximately 1 year of related work experience.
  • A degree in Accounting, Finance, or related field.
  • The ability to obtain and maintain a security clearance.
  • Sufficient course work to achieve CPA certification upon passing the examination.
  • Excellent project management skills.
  • Advanced written and verbal communication skills.
  • Dedication to teamwork and leadership.
  • Due to the nature of our work in the Government and Public Sector, work may be required to be completed at client, EY and/or contractor sites. Our goal is to assign professionals to projects within a commutable distance of their work location office. In certain circumstances, travel may be required beyond your work location based on client and project needs. Candidates should be willing to travel on average 25% to 30% or more in a hybrid environment.

Ideally you'll also have

  • CPA licensure in your work state
  • CGFM and/or CDFM

What we look for

We're interested in versatile people with the ability to take on new responsibilities and listen to clients to get things done. We're not just looking for accounting and audit experience — we're after genuinely interesting people with the ability to build relationships, negotiate and think in unique and creative news ways. If you're a confident leader with a curious mind and the ability to solve complex issues, this role is for you.

What we offer you

  • 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 $63,600 to $104,900. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $76,400 to $119,100. 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.
  • 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.


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16.09.2025
WF

Wells Fargo Senior Small Business Banking Relationship Manager LO United States, Virginia, Arlington

Limitless High-tech career opportunities - Expoint
Onboard, manage, and grow account relationships with Small Business customers (defined as revenue of $1-25MM) within assigned portfolios. Assess, through review and analysis of moderately complex data, the customer's financial...
Description:


In this role, you will:

  • Onboard, manage, and grow account relationships with Small Business customers (defined as revenue of $1-25MM) within assigned portfolios
  • Assess, through review and analysis of moderately complex data, the customer's financial needs and as needed, recommend an effective variety of financial products and services in order to help the customer succeed financially
  • Develop exceptional customer relationships with a solid understanding of cash flow and small business operating cycle and how business products and services can support businesses in the portfolio
  • Ensure the overall success and growth of an assigned portfolio by developing deeper relationships of existing customers and managing risk
  • Effectively collaborate and consult with internal small business partners and stakeholders to independently resolve moderately complex customer or process issues and achieve small business goals
  • Engage in prospect activities and employ contact strategies focused on generating new small business relationships
  • Lead or participate in moderately complex initiatives and deliverables within small business and contribute to large-scale initiatives related to customer relationships and business growth
  • This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
Required Qualifications:
  • 4+ years of Business Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

  • 3+ years of experience sourcing and or managing a portfolio of clients with $1mm - 25mm in annual revenue
  • Strong knowledge of deposit and cash management products and services
  • Strongrelationship-buildingand excellent communication skills with individuals at all levels, internally and externally
  • Ability to balances needs of clients with associated risks and interests of Wells Fargo
  • 3+ years of experience in business-to-business sales
  • Established network in the local market
  • Knowledge and understanding of financial services industry
  • Excellent verbal, written, and interpersonal communication skills
  • Intermediate Microsoft Office skills
  • A BS/BA degree or higher

Job Expectations:

  • Position will be responsible for visiting customers and prospects outside of the branch location within an assigned market/geography.
  • Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
  • 1753 Pinnacle DrMclean, VA 22102

17 Sep 2025


Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

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04.09.2025
CO

Capital One Senior Business Manager - People Strategy & Analytics United States, Virginia, Arlington

Limitless High-tech career opportunities - Expoint
Using data & analysis to help executives conduct workforce planning and org design strategy effectively. Designing new ways to understand and measure associate potential. Developing analyses and tools to help...
Description:

As a Business Senior Manager, you will apply your strategic and analytical skills to solve open-ended, complex questions about how we should attract, develop, and retain top talent. You will team up with world-class professionals and senior leadership and work on impactful projects. Your day-to-day might involve:

  • Using data & analysis to help executives conduct workforce planning and org design strategy effectively

  • Designing new ways to understand and measure associate potential

  • Developing analyses and tools to help Capital One source and hire the best talent

…and you will do it all in a collaborative environment that promotes continuous learning, rewards innovation, and prioritizes your development.

Specific responsibilities include, but are not limited to:

  • Strategic problem solving: Identify high impact opportunities to transform the associate experience, conduct analysis, and share insights that inform solutions

  • Design: Drive and build key programs and analytics solutions for our partners, including measurement strategy, attribution modeling, and automated insights

  • Experimentation: Partner with clients in experiment design to better understand key drivers of associate behavior

  • Insights & analysis: Analyze the impact of our programs and combine those insights with the latest thinking in organizational science to help our clients make data-driven, informed decisions

Successful Team Members Demonstrate Competencies In These Areas

  • Purpose: You feel a deep personal connection to improving the associate experience and are motivated by applying advanced analytics in a mission-driven way

  • Analytical thinking: A proven track record of decision making and problem solving based on analytics. Conceptual thinking skills must be complemented by a strong quantitative orientation. Identify opportunities for improvement and use data to make strategic and tactical recommendations

  • Execution: Develop and test hypotheses, design solutions, assess operational feasibility, support implementation efforts, and develop plans and tools for monitoring outcomes

  • Partnership: Collaborate effectively with other team members and clients in HR

  • Communication: Strong written and oral communication skills, including visualization skills (i.e., able to “tell the story” and highlight key insights in a clear and concise manner that is easily understood by stakeholders)

  • Results focus: Drives for results and achieves important goals applying strong organizational skills and detail orientation, even amidst ambiguity

Basic Qualifications:

  • Bachelor’s Degree in any quantitative field (Business, Math, Economics, Finance, Statistics, Science, Engineering)

  • At least 2 years of experience in quantitative analysis

  • At least 2 years of experience in qualitative analysis

  • At least 1 year of experience in people management

  • At least 1 year of experience in project management

Preferred Qualifications:

  • Master’s Degree in Business or quantitative field such as Finance, Economics, Physical Sciences, Math, Statistics, Engineering

  • 2+ years of experience in SQL querying

  • 2+ years of experience in Python

  • 4+ years of experience in business analysis

  • 2+ years of experience in consulting

  • 5+ years of experience in quantitative analysis

  • 5+ years of experience in qualitative analysis

This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.

. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.

If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-800-304-9102 or via email at . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

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04.09.2025
CO

Capital One Senior Associate Product Manager - Business United States, Virginia, Arlington

Limitless High-tech career opportunities - Expoint
Human CenteredYou’ll collaborate with tech teams to build comprehensive acceptance criteria, identifying and elevating any need for additional research to define future feature designYou'll breakdown business epics into features and...
Description:
Senior Associate, Product Manager - Business Cards & Payments (Card Capabilities)

As ayou will collaborate with a broad set of partners & stakeholders to deliver new experiences for our customers. You will help define & execute our near & long term product strategy & vision for a fast growing business segment within the Commercial Card market.


In this role, you’ll learn the essentials of being a product manager, and we’ll invest in you to grow in four key areas:

  • Human Centered

    • You’ll collaborate with tech teams to build comprehensive acceptance criteria, identifying and elevating any need for additional research to define future feature design

    • You'll breakdown business epics into features and further into user stories, driving your team towards lowest effort or Minimal Viable Product (MVP) for a valid feature test

  • Business Focused

    • Demonstrating a growth mindset, you’ll effectively use hypothesis-driven assessment of data to ensure your product or feature delivers on real business needs

    • You’ll own and prioritize feature development roadmaps, ensuring all necessary processes and procedures are followed to manage risk

  • Technology Driven

    • You’ll work autonomously in an agile environment, to conduct research and develop features that utilize new and evolving technology

    • You’ll collaborate with designers, technologists, data scientists and subject-matter experts to build cutting edge solutions to help customers

    • You’ll deliver well-managed product platforms for customers by seeking to understand technology trends and architecture strategy

  • Integrated Problem Solving

    • Develop and champion a bold vision that drives meaningful outcomes by embracing the art of the possible

    • Build frameworks for complex decision making that enable effective debate and accelerate getting to the right answer

  • Transformational Leadership

    • By actively participating in horizontal forums, you’ll harness a network of trusted relationships among tech teams, designers, key internal stakeholders and partner teams

    • You’ll articulate a succinct product roadmap to deliver business value and share with with stakeholders, elevating your team’s results and becoming a product matter expert

We want you if you are:

  • Intellectually Curious. You ask why, you explore, you're not afraid to blurt out your crazy idea or follow an email chain for weeks to find someone with an answer. Comfortable with ambiguity, a hunger to learn and a seeker of new challenges

  • Communicator & Influencer. You can communicate complex ideas clearly regardless of your audience. Our team knows their priorities and why they’re doing what they’re doing. You always can rally associates to work with you

  • Do-er. You’re biased toward action, you try things and sometimes you fail. You can get around roadblocks and stay focused on your goals. You’re well organized, able to multitask and able to prioritize your work

  • Passionate & Customer Focus. You care about growing others and bringing them together around what’s possible. You get a thrill from the journey of building and shipping products, and you have a desire and ability to connect with our external or internal customers to fully understand their needs

  • Learner. You have an appetite to learn new things or new technologies all while exhibiting humbleness when the time comes to ask for help

  • Team Player. You enjoy working with diverse people and driving the team toward a common goal. You have the ability to put the team before yourself and establish long-lasting relationships

Basic Qualifications:

  • Bachelor’s degree or military experience

  • At least 1 year of product management experience or at least 1 year of experience in product design, agile delivery, business analysis, data science, or software engineering

Preferred Qualifications:

  • Bachelor’s degree in computer science or engineering

  • 1+ years translating business strategy or analysis into consumer facing digital products

  • 1+ years of experience working on core product platforms powering digital experiences

  • 1+ years working with cross functional teams as a product owner in an agile development process

McLean, VA: $109,000 - $124,400 for Sr. Associate, Product Management Richmond, VA: $99,100 - $113,100 for Sr. Associate, Product ManagementThis role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.

. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.

If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-800-304-9102 or via email at . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

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03.09.2025
CO

Capital One Business Director - People Strategy & Analytics United States, Virginia, Arlington

Limitless High-tech career opportunities - Expoint
Developing analyses and tools to help business leaders build a future-ready workforce. Building models to predict attrition, and testing new retention strategies. Designing new ways to understand and measure associate...
Description:

You will manage a team of analysts and apply your strategic and analytical skills to solve open-ended, complex questions about how we should attract, develop, and retain top talent. You will team up with world-class professionals and senior leadership and work on impactful projects. Your day-to-day might involve:

  • Developing analyses and tools to help business leaders build a future-ready workforce

  • Building models to predict attrition, and testing new retention strategies

  • Designing new ways to understand and measure associate potential

You will do this all in a collaborative environment that promotes continuous learning, rewards innovation, and prioritizes your development.

GeneralResponsibilities:

  • Strategic leadership:  Develop business strategies that will drive growth, profitability, and competitive success for Capital One in the face of shifting consumer and regulatory demands

  • Leadership:  May manage and develop multiple analysts.  Coaching and mentoring associates with a goal of developing and retaining talent at Capital One

  • Product:  Develop and implement new product strategies for various products; lead product level datamodeling/analytics

  • Execution:  Manage and sequence delivery of business intent, build business requirements and execute against the product strategy. Oversee multiple projects and programs concurrently

  • Partnership:  Work closely with colleagues across Capital One including:  IT, HR, Operations, Finance and others to drive improvement in talent outcomes

  • Strategic; analytic orientation: A proven track record of decision making and problem solving based on analytics. Conceptual thinking skills must be complemented by a strong quantitative orientation

  • Strong business judgment, leadership and integrity: A tenacious decision maker, able to bring a healthy, aggressive, yet responsible approach to business

  • Solid people leadership experience: Ability to build and leverage the capabilities of a high-performing team, as well as business partners across the enterprise. Foster innovation, drive critical decisions, hold business partners accountable, and be able to consistently deliver results

  • Strong executive communication skills: Impeccable written and oral communication credentials, coupled with strategic influencing skills and the ability to drive agreement through intellect, interpersonal and negotiation skills

  • Clear results orientation: display an intense focus on achieving both short and long term goals. Drive and execute an agenda in an uncertain and fluid environment

  • Successful track record of thriving in a fast paced, entrepreneurial and dynamic environment. Previous consulting experience is a plus

Qualifications:

  • Bachelor’s Degree in any quantitative field (Business, Math, Economics, Finance, Statistics, Science, Engineering)

  • At least 7 years of experience in analysis

Preferred Qualifications:

  • Master’s Degree

  • 2+ years of experience in financial services

  • 1+ year of experience in consulting

  • 3+ years of experience in people management

This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.

. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.

If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-800-304-9102 or via email at . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

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03.09.2025
CO

Capital One Senior Business Analyst Retail Bank United States, Virginia, Arlington

Limitless High-tech career opportunities - Expoint
Analysis: Identify business challenges and opportunities for improvement and solve for them using analysis to make strategic or tactical recommendations. Product: Perform modeling/analytics to assist new product and pricing strategies...
Description:

General Responsibilities:

  • Analysis: Identify business challenges and opportunities for improvement and solve for them using analysis to make strategic or tactical recommendations
  • Product: Perform modeling/analytics to assist new product and pricing strategies for various lending products
  • Marketing: Support direct-to-consumer marketing efforts for select products, and strategic intent for products distributed through the retail channel. Help build targeted insights to inform the design and development of new customer experiences, as well as breakthrough technology and concepts designed to deliver on new go to market strategies
  • Credit Risk: Support step-change improvements in credit performance by connecting drivers of future consumer credit trends to historical behavior, creating risk models, and testing hypotheses using rigorous monitoring and analysis
  • Execution: Involve problem frame-works, develop hypotheses, test and analysis, solution development, scope operational feasibility, lead implementation efforts and develop a monitoring plan
  • Partnership: Work closely with colleagues across Capital One including: IT, Sales, Operations, Finance and others to drive improvement in quality, volume, service, and profitability
  • Strategic & analytic orientation: A proven track record of decision making and problem solving based on analytics. Conceptual thinking skills must be complemented by a strong quantitative orientation, given that a large part of the business is based on rigorous analytic marketing & credit risk management
  • Strong business judgment, leadership and integrity: He/she should be a tenacious decision maker, able to bring a healthy, aggressive, yet responsible approach to business
  • Strong communication skills: Impeccable written and oral communication credentials, coupled with strategic influencing skills and the ability to drive agreement through intellect, interpersonal and negotiation skills
  • Clear results orientation: display an intense focus on achieving both short and long term goals. He/she should be able to drive and execute an agenda in an uncertain and fluid environment
  • Successful track record of thriving in a fast paced, entrepreneurial and dynamic environment. Previous consulting experience is a plus

Basic Qualifications:

  • Bachelor’s Degree in any quantitative field (Business, Math, Economics, Finance, Statistics, Science, Engineering)
  • At least 1 year of experience in analysis

Preferred Qualifications:

  • Master’s Degree in Business or quantitative field such as Finance, Economics, Physical Sciences, Math, Statistics, Engineering
  • 1+ years of experience in Statistical model building
  • 1+ years of experience in market research
  • 1+ years of experience in SQL querying
  • 2+ years of experience in business analysis
  • 1+ years of experience in consulting
This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.

. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.

If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-800-304-9102 or via email at . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

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Limitless High-tech career opportunities - Expoint
Apply rules related to controlled foreign corporations and passive foreign investment companies onto tax returns. Application of foreign tax treaties and foreign tax credits. Prepare form 1040, 1041 and 1065...
Description:

As an EY Private Tax Manager, with a focus on cross border tax needs of high net worth individuals and their affiliated entities, you will apply your tax knowledge across a wide range of tax topics and processes, devising elegant outcomes to some of the most complex challenges around. You’ll work with some of the world’s most successful private clients and businesses, and in return you can expect an incredible range of projects and responsibilities that will support your career growth.

Skills and attributes for success

  • Apply rules related to controlled foreign corporations and passive foreign investment companies onto tax returns
  • Application of foreign tax treaties and foreign tax credits
  • Prepare form 1040, 1041 and 1065 and significant experience preparing or advising on domestic income and transfer tax and/or U.S. international informational returns (Forms 5471, 8858, 8865, 1040, 1041, 1065, 3520, 3520A)
  • Team members with a compliance focus: prepare or review US federal and state tax returns for high net worth individual US citizens living abroad, US residents holding nonUS assets, or foreign nationals holding US assets. This role includes the preparation and review of the foreign info reporting requirements for cross border tax compliance such as foreign corporations, foreign partnerships, foreign disregarded entities and foreign trusts. Experience with relevant tax processing programs, and application of AI to data optimization and return process are essential skills.
  • Team members with an advisory focus:
    • Design pre-immigration tax plans
    • Classification of trusts for US tax purposes, and review of forms 3520
    • Assist with US exit planning
    • FIRPTA
    • Form the US tax piece of multi-jurisdictional inheritance/succession, including the use of trusts, both domestic and foreign
    • Identifying foreign reporting obligations
    • Prepare tax memorandums and opinions
  • Translating complex data from a range of sources into client-ready insights and deliverables
  • Support our Private practice with relevant tax analysis and address new trends/market opportunities.
  • Work closely with rotators from our domestic teams, individuals on rotation from foreign affiliated firms, and our global deployment services team
  • 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
  • An appreciation of world affairs, cultures and protecting financial security.

To qualify for the role you must have

  • A bachelor's degree in a related field, supported by significant tax and a CPA certification or membership in The Bar; Minimum of 5 years of work experience in professional services or professional tax organization
  • A thorough understanding of estate and wealth planning; as well as 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
  • Experience managing budgets and projects

Ideally, you’ll also 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
  • Executive presence and business development skills
  • 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.

We offer a competitive compensation package where you’ll be rewarded based on your performance and recognized for the value you bring to our business. In addition, our Total Rewards package includes medical and dental coverage, both pension and 401(k) plans, a minimum of 15 days of vacation plus ten observed holidays and three paid personal days, and a range of programs and benefits designed to support your physical, financial and social well-being. Plus, we offer:

  • Support, coaching and feedback from some of the most engaging colleagues in the industry
  • Opportunities to develop new skills and progress your career
  • A network of overseas colleagues, and chances to relocate or take on overseas assignments
  • The freedom and flexibility to handle your role in a way that’s right for you

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 $116,200 to $212,900. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $139,400 to $242,000. 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.
  • 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.


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