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About the Role

EY's FSO EDGE Private practice provides comprehensive and specialized tax assistance tailored to the unique needs of the high-net worth tax industry. The team has a dedicated focus toward serving privately held companies and their owners and their families. This is an opportunity for cross-border and cross-functional teaming, and 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 tax compliance and consulting work for clients.
Manage technical planning and advising of clients that include private entities (including C-Corp, S-Corp and Partnerships) as well as high-profile individuals/families.
Coach and develop a highly trained team, while handling activities with a focus on quality and commercial value.
Consult with clients and demonstrate professional discretion by appropriately escalating complex tax and client relationship matters to senior management and subject-matter professionals.
Coordinate efforts and manage expectations about timing of response and resolution.
Deliver and manage compliance and consulting delivery services to meet deadlines for client deliverables.
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.
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

Minimum of 5 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.

Skills

Ability to recognize and identify problem areas that need to be addressed or escalated to ensure tax returns, tax research, tax accounting and other tax projects are timely and accurately completed.
Experience presenting in client conversations regarding complex or difficult topics.
Ability to break down complex tax projects into manageable components, analyze relevant information, and formulate client-centric solutions that comply with relevant laws and regulations.
Ability to manage multiple work assignments, team members and deadlines simultaneously.

Location

Anywhere in Country

Work Type

Hybrid

Experience Level

Minimum of 5 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 $103,100 to $188,900.
The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $123,800 to $214,900.

Benefits

Medical and dental coverage
Pension and 401(k) plans
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 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 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.
EY focuses on high-ethical standards and integrity among its employees.
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.