EY Business Tax Services - Family Office Advisory 

United States, New York, New York 

758954657

Your key responsibilities

Family Office Advisory Services is unique in that you will be tasked with supporting the legacy of the family by protecting, improving and growing the family’s financial, social and human capital. Depending on your unique skills and ambitions, you could be managing various responsibilities, from consulting and advising clients who include high-profile individuals of extremely high net worth with expectations to match. You will review family office current governance, operations and technology systems, decisions and processes through interviews of key personnel, external advisors and family members. You will become a trusted advisor to your clients and a role model for our people across multiple teams, making this a great place to develop a diverse network of collaborative colleagues. Whatever you find yourself doing, you’ll personally coach and develop a highly trained team, all while handling activities with a focus on quality and commercial value.

Skills and attributes for success

• Developing solutions by leveraging technology
• Inquisitive mind and well developed listening skills
• Understands business operations within small office environment
• Translating 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
• 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
• 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 Business, Accounting, Finance or a related field, supported by project management, operations, technology and implementation experience
• Certification : One of the following, CPA, LLM or J.D. (must be an active member of the bar), Project Management Professional (Six Sigma, Lean or equivalent certification).
• Minimum of 5 years of work experience in professional service organization
• Experience working with family owned businesses
• Management or operational experience in the investment management, private banking or fund administration industry
• An understanding of financial, estate and wealth planning
• An understanding of portfolio management processes, including asset allocation, portfolio rebalancing, fund and security operations, risk and performance reporting
• Business process and leading technology consulting experience
• Excellent collaboration and negotiation skills, and the confidence to challenge senior colleagues and stakeholders from a diverse range of backgrounds
• Ability to travel approximately 50% of the time

Ideally, you’ll also have:

• A proven record in working with high net-worth individuals and their investments
• Financial software systems experience especially with requirements definition, systems selection and implementation
• A proven record in a professional services environment
• An entrepreneurial spirit
• Ability to work independently as well as in a team environment
• Experience in coaching and mentoring junior colleagues
• 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

We’re interested in intellectually curious people, with the ability to adjust to change and thrive in a constantly evolving environment. You’ll need to be someone who is capable of asking the tough questions, and independently driving their own career and learning initiatives. You’ll also need excellent organizational skills and a proven record of multitasking and working effectively across multiple projects. So, if you’re ready to contribute your big ideas and make a measurable difference right from the start, this role is for you.

• 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.