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About the Role

EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry – the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing, and secure. The EY EDGE practice is made up of a team of professionals providing dedicated tax technical services to both US and global clients. The FSO EDGE Private practice provides comprehensive and specialized tax assistance tailored to the unique needs of the high-net worth tax industry. 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. EY is a dynamic place to develop not only your technical tax knowledge, but also your professional leadership and business acumen.

Responsibilities

Deliver and manage compliance and consulting delivery services to meet deadlines for client deliverables
Ability to lead projects and work independently, with guidance in only the most complex situations
Manage communications with client tax liaisons, client trust administration teams and client trust officers to gather required information, to share information to support informed decision-making, and obtain instruction or authorization necessary for timely, accurate production of tax information statements, tax returns and related reporting
Support effective long-term relationships and manage workflow effectively with our clients
Manage engagement deliverables and team resources to achieve timely and accurate delivery of tax compliance services while effectively managing engagement economics
Advise and provide direction on complex tax matters, set expectations, coordinate daily work activities, and assign tasks to staff and seniors
Review and evaluate the work of staff members to ensure accuracy, completeness, and compliance with relevant tax laws and regulations
Provide effective leadership, formal and informal feedback, and coaching to team members

Requirements

Bachelor’s degree in Accounting, Finance, Business Administration, Tax, Law, or Economics
Certified Public Accountant (CPA), Enrolled Agent (EA) or licensed attorney
Minimum of 8 years of experience in a professional services or tax services organization in the financial services industry
Broad exposure to federal income taxation and exposure to state and local tax
Proficient in the use of various tax and accounting technologies
Excellent teaming, leadership, organizational, and verbal/written communication skills

Location

Anywhere in Country

Work Type

Hybrid

Experience Level

Minimum of 8 years of experience

Education Level

Bachelor’s degree in Accounting, Finance, Business Administration, Tax, Law, or Economics
Certified Public Accountant (CPA), Enrolled Agent (EA) or licensed attorney

Salary/Compensations

The base salary range for this job in all geographic locations in the US is $127,900 to $291,900.
The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $153,400 to $331,700.
Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography.

Benefits

medical and dental coverage
pension and 401(k) plans
a wide range of paid time off options
flexible vacation policy
time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence

About the Company

EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions.
Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.

Equal Opportunity

EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities.