EY Financial Services - Customer Tax Operations United States, Texas, Dallas 568207485
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Your key responsibilities
As an Associate Analyst in our Family Office services practice (which is a part of our EY Private practice), you will prepare financial statements for high-net-worth individuals and their related family entities, which would include analyzing and reviewing bank/brokerage accounts as well as private equity and hedge fund capital statements. You will be responsible for supporting the Partner, Managing Director, Senior Manager, Manager, and Senior Associate levels in fulfilling consulting/coordination services as requested by clients. You will also serve as the first level of preparation in the accounts payable process where you will input payments as well as the related general ledger coding.
Skills and attributes for success
- Ability to use Microsoft Excel, Microsoft Dynamics and QuickBooks
- Ability to multi-task and manage multiple commitments
- Ability to perform under time constraints and meet deadlines; strong sense of urgency
- Excellent organizational and communication skills
- Understanding of client’s financial situation
- Awareness of budgets and has the ability to work with managers on keeping within budget
- Promotes a professional and positive attitude
- Ownership of work product and client engagement
- Effectively able to communicate with all levels of the engagement team and client personnel
- Understanding of key elements of client care and service
- Detail oriented
- Finding ways to simplify and improve work processes
- Recognizing business issues and using alternative solutions to resolve them.
- Looking for ways to increase efficiency on engagements
- Seeking to enhance knowledge through technical reading, continuing education, and other means
- Successful problem-solving and analytical skills
- Supportiveness of firm goals, policies, and guidelines
To qualify for the role you must have
- Bachelor’s degree in Accounting or related field
- At least one year of practical accounting experience
- CPA or eligibility to take the CPA exam is a plus
What we look for
We’re interested in 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.
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 $58,300 to $96,400. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $70,100 to $109,400. 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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