National Tax - Cross Border Tax Senior - Private Clients

EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.  At EY, you’ll have the chance 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. And we’re counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all.  

Location: Washington, New York, Boston, Charlotte, Atlanta, Chicago, Dallas, San Francisco, San Jose, Los Angeles
 

Tax Senior– National Tax/EY Private, Cross Border Center of Excellence

 

As an EY Private Tax Senior, with a focus on cross border tax needs of high net worth individuals and their affiliated entities, you will apply your tax knowledge across a wide range of tax topics and processes, devising elegant outcomes to some of the most complex challenges around. You’ll work with some of the world’s most successful private clients and businesses, and in return you can expect an incredible range of projects and responsibilities that will support your career growth.

 

 

The opportunity

EY Private is a growing practice within the 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 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. EY is a dynamic place to develop not only your technical tax knowledge, but also your professional leadership and business acumen.

 

 

Your key responsibilities

We’ll look to you to support our managers through partners in providing tax services. You’re likely to balance your time between compliance and planning, focusing on and interacting directly with our clients. These clients will private entities (including C-Corp, S-Corp and Partnerships) as well as individuals/families with ultra-high net worth, and expectations to match. That will make you a trusted advisor and role model for our people across multiple teams, making this a great place to develop a diverse network of collaborative colleagues.  

 

 

Skills and attributes for success

• Collaborate daily with our Global EY Private network and International Tax & Transactions Services desk network
• Support our Private regional teams with relevant tax analysis and address new trends/market opportunities.
• Work closely with rotators from our domestic regions, individuals on rotation from foreign affiliated firms, and our global deployment services team
• Explain issues related to controlled foreign corporations and passive foreign investment companies
• Application of foreign tax treaties and foreign tax credits
• Experience preparing or advising on domestic income and transfer tax and/or U.S. international informational returns (Forms 706, 709, 5471, 8858, 8865, 1040, 1041, 1065, 3520, 3520A)
• Team members with a compliance focus:  prepare or review US federal and state tax returns for high net worth individual US citizens living abroad, US residents holding non US assets, or foreign nationals holding US assets.  This role includes the preparation and review of the foreign info reporting requirements for cross border tax compliance such as foreign corporations, foreign partnerships, foreign disregarded entities and foreign trusts. Experience with relevant tax processing programs. 
• Team members with an advisory focus:
  • Design pre-immigration tax plans
  • Classification of trusts for US tax purposes, and review of forms 3520
  • Assist with US exit planning
  • FIRPTA
  • Form the US tax piece of multi-jurisdictional inheritance/succession, including the use of trusts, both domestic and foreign
  • Identifying foreign reporting obligations
  • Prepare tax memorandums and opinions
• 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
• Communicating complex tax issues to non-tax professionals and clients
• Maintaining your reputation in your field by constantly updating and sharing your technical and finest practice knowledge
• An appreciation of world affairs, cultures and protecting financial security. 
• Identifying and reacting to risks and opportunities to improve our services and processes

 

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