EY Tax Senior - Financial Services Organization Private Client 

United States, New York, New York 

769610439

This position could be located in NY (primary), NJ, MA, IL.

Your key responsibilities

You will be 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. You will work 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

· CPA license or a licensed Attorney is required or the ability to achieve either certification

· 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

entrepreneurs to investors and families, you'll use your experience and status as a trusted advisor to maintain and further our reputation for excellence.

• Continuous learning: You’ll develop the mindset and skills to navigate whatever comes next.
• Success as defined by you: We’ll provide the tools and flexibility, so you can make a meaningful impact, your way.
• Transformative leadership: We’ll give you the insights, coaching and confidence to be the leader the world needs.
• Diverse and inclusive culture: You’ll be embraced for who you are and empowered to use your voice to help others find theirs.