EY Tax - Business Services Private Wealth Advisory Senior United States, Massachusetts, Boston 421028348
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
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 $82,000 to $135,200. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $98,500 to $153,600. 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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