Tax Services Staff 2 Financial Services Org - Financial Instruments Tax Solutions

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: NYC

 

Tax Services Senior – Private Client Services – Family Office Services, Financial Services Organization – EY EDGE

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, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance. 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. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team!

 

The opportunity

When you join EY EDGE, you'll be at the heart of EY's critical mission to build a better working world by applying your knowledge, skills and experience in assisting clients in meeting their business objectives. You will learn, grow and contribute — building new relationships and discovering the satisfaction that comes with producing high-quality, valued work and advice.

 

Your key responsibilities

As a Senior Analyst in our Family Office Services Practice (which is a part of our EY Private practice), you will review financial statements for high-net-worth individuals and their related family entities, which would include analyzing and reviewing bank/brokerage accounts as well as private equity and hedge fund capital statements.  You will be responsible for supporting the Partner, Managing Director, Senior Manager, and Manager levels in fulfilling consulting/coordination services as requested by clients. You will also serve as the first level of review in the accounts payable process where you will review payments prepared by bookkeepers as well as the related general ledger coding. Other duties include coordinating submissions and ensuring payments are remitted timely.

 

Skills and attributes for success

• Ability to use Microsoft Excel, Microsoft Dynamics and QuickBooks
• Ability to multi-task and manage multiple commitments
• Ability to perform under time constraints and meet deadlines; strong sense of urgency
• Excellent organizational and communication skills
• Understanding of client's financial situation
• Awareness of budgets and has the ability to work with managers on keeping within budget
• Promotes a professional and positive attitude
• Ownership of work product and client engagement
• Effectively able to communicate with all levels of the engagement team and client personnel
• Understanding of key elements of client care and service
• Detail oriented
• Finding ways to simplify and improve work processes
• Recognizing business issues and using alternative solutions to resolve them. 
• Looking for ways to increase efficiency on engagements
• Seeking to enhance knowledge through technical reading, continuing education, and other means
• Successful problem-solving and analytical skills
• Supportiveness of firm goals, policies, and guidelines

 

To qualify for the role you must have

• Bachelor's degree in Accounting or related field
• A minimum of 1-2 of practical accounting experience

 

What we look for
We're interested in professionals with a genuine interest in providing outstanding services to some of the world's most influential people. Working with people from all backgrounds, from executives and entrepreneurs to investors and families, you'll use your experience and status as a trusted advisor to maintain and further our reputation for excellence.

  What we offer   We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business.  The salary range for this job in most geographic locations in the US is $61,500 to $101,500. The salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $73,800 to $115,400.  Individual salaries within those ranges are d