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EY Tax Senior - Private Client Services Partnerships 
United States, New York, New York 
538264286

08.07.2024

Business is constantly evolving, and more than ever, staying competitive is all about identifying and adapting to change. Where there's change, there's risk, and our clients look to us for the authoritative experience and insights into strategic tax opportunities. As a Tax Senior, you'll play a key role in that mission, providing tailored tax and financial planning for some of our most prestigious clients across all backgrounds.

Skills and attributes for success

  • Preparing or Reviewing U.S. federal and state tax returns high net worth U.S. citizens living abroad or U.S. residents holding non-US assets, and/or Foreign nationals holding US assets.
  • Preparing or Reviewing federal and state tax returns for U.S. partnerships and U.S. trusts that hold non-US assets. This includes the preparation and review of foreign reporting requirements for cross border tax compliance such as foreign partnerships, foreign corporations, foreign disregarded entities, foreign trusts, and foreign affiliate reporting.
  • Providing tax research, tax memoranda drafting, and assistance in quantitative modeling for private client international 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
  • Managing, coaching and developing a team of tax professionals, 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

  • A bachelor's degree in a related field, supported by significant tax, business or financial planning experience
  • Experience with managing projects including scheduling, budgeting, corresponding with clients and billing.
  • 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 senior colleagues and stakeholders from a diverse range of backgrounds
  • Minimum of 2 years of work experience in professional services or professional tax organization
  • A commitment to continuing your learning
  • Proficiency with tax software such as RIA, CCH IntelliConnect, BNA and/or Lexis Nexis.
  • Experience with Gift, Estate and Trust tax planning and compliance is a plus.
  • Willingness to travel as needed, and working in a balanced hybrid environment


What we offer
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 salary range for this job in most geographic locations in the US is $73,800 to $121,700. The salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $88,600 to $138,300. 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. 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.
  • 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.
If you can demonstrate that you meet the criteria above, please contact us as soon as possible.
EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets.