EY Business Tax Services - Family Enterprise 

United States, New York, New York 

11389295

EY's National Tax Department (NTD) serves high-profile clients by providing a range of business, tax planning and advisory services. Our combination of knowledge and experience forms the basis of our ability to assist clients in meeting their business objectives. The Family Enterprise Business Services (FEBS) practice operates within the NTD, and focuses exclusively on advising private, family-owned business enterprises. Most of our clients are multigenerational enterprising families with businesses ranging in size from $100 million to over $3 billion. These businesses play a significant and increasingly important role in our economy and communities and, in so doing, are critical to EY's efforts to build a better working world. As part of the FEBS team, you will have the chance to help business-owning families identify, define and implement strategies to:

• Grow larger, more valuable businesses
• Secure growth capital for their business while maintaining control
• Successfully transition businesses from older to younger generations
• Obtain liquidity, when needed, for shareholders

As a member of the FEBS practice, you will provide business and financial advisory support to clients on a variety of Business Growth and Company Capitalization engagements. You will employ critical thinking skills to evaluate and analyze company financial information. As you progress, you'll become a trusted business advisor to your clients while helping organizations grow. You will also benefit from being mentored by nationally recognized professionals, including some of the firm's most senior talent.
You will focus on providing clients with business, financial advisory and analytical support related to their business growth and capitalization plans. This support will include preparing complex financial models and analyzing the output to help evaluate the financial results and funding requirements of various business growth and development paths (including internal or external growth), financial impact of capital investment in new plant or equipment, investment in R&D or innovation, launching new products lines, or operational efficiency or improvement initiatives to help validate or prioritize capital investment opportunities to fund business growth initiatives. You will also assist clients by providing analytical support for mergers and acquisitions, and recapitalization/refinancing transactions. You will help establish and validate key assumptions being considered relative to business growth initiatives, such as performing company, industry, market, customer and competitor research and analysis.
Skills and attributes for success

• Provide high-quality services and work products that exceed client expectations
• Build client relationships and demonstrate knowledge of client business
• Build on technical competence by keeping up to date on trends, developments and technical authorities and apply them to moderately complex situations
• Demonstrate professionalism; maintaining the confidential and proprietary nature of client relationships and related work products
• Contribute to the success of the team: developing thorough understanding of EY methodologies/tools to enhance service delivery, seek opportunities to provide additional services, challenge procedures used in the past and find new approaches
• Possess the ability to work effectively with senior professionals in an engagement team and to help develop staff and other junior professionals by providing effective performance feedback
• Be able to prioritize tasks, work on multiple engagements, master new tasks quickly and manage rapidly changing assignments in a team environment

To qualify for the role you must have

• Bachelor's degree in a related field (Accounting or Finance); master's in Finance or Strategy preferred
• A CPA certification or membership in the bar; or one of the following certifications: Chartered Financial Analyst (CFA), Master of Business Administration (MBA), Certified Valuation Analyst (CVA) or Certified Merger and Acquisition Advisor (CM&AA) licenses
• Minimum of five years of relevant experience from working in a corporate development department of a fast-growing, upper-middle-market business, or in supporting operating partners at a private equity firm who are charged with the responsibility of working with the management teams of portfolio companies on the development, implementation, monitoring and reporting of revenue growth, profit improvement or corporate development initiatives
• Managing, coaching and developing a team of professionals, reviewing work and helping to confirm they have the knowledge, tools and opportunities they need to excel
• Understanding of and experience with business valuation principles
• Advanced Excel and financial modeling skills; ability to build and edit complex financial models
• Strong analytical, quantitative, interpersonal and written/verbal communication skills; problem-solving ability and attention to detail
• Willingness to travel as needed, and working in a balanced hybrid environment

Ideally, you'll also have

• Fundamental understanding of business valuation principles and formal business credit training, business valuation training or certification, and/or acquisition training

• 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.