Strategic Tax Leadership Role for High Net Worth Clients
1 week ago
At Ernst and Young, you'll have the opportunity to build a career as unique as you are, with the global scale, support, inclusive culture, and technology to become the best version of you.
We're counting on your unique voice and perspective to help us become even better. We strive for high-ethical standards and integrity among our employees and expect all candidates to demonstrate these qualities.
The Opportunity
This is a growing practice within our organization, and you'll see that growth reflected in your career. With a diverse portfolio of interesting and challenging work, you'll make an impact on some of the most technically demanding tax planning and compliance projects around.
You'll be part of a growing global team, acting as a key point of contact for a wide range of clients and colleagues. This is an opportunity for cross-border and cross-functional teaming. In return, you can expect plenty of support designed with your own personal skills and experience.
Your Key Responsibilities
You will be reviewing complex individual tax returns, income tax planning, and advising high net worth individuals and families, allowing you to develop into a trusted advisor role to clients.
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.
You will be managing, coaching, and developing a team of tax professionals, reviewing their work, and helping them confirm they have the knowledge, tools, and opportunities they need to excel.
Skills and Attributes for Success
- Performing high-quality reviews of complex tax returns
- Extensive knowledge and experience handling hedge fund and Private equity K-1s
- Researching tax issues to develop effective tax planning strategies and translate complex data from various 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
- A bachelor's degree in Accounting, supported by significant tax or financial planning experience
- CPA license or a licensed Attorney is required
- Minimum of 8 years of work experience in professional services or professional tax organizations
- 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
Benefits and Compensation
The estimated salary for this role ranges from $130,800 to $298,600 based on location and experience. Our comprehensive compensation and benefits package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
We offer a flexible vacation policy, where 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, Success, Leadership, and Diversity
You'll develop the mindset and skills to navigate whatever comes next. We'll give you the insights, coaching, and confidence to be the leader the world needs. And we're committed to a diverse and inclusive culture where you'll be embraced for who you are and empowered to use your voice to help others find theirs.
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