Tax Services Senior - Financial Services Organization - Private Client Services

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.  

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

 

Are you living your perfect career? PCS (Private Client Services) is a growing practice within the organization, and you’ll see that growth reflected in your career. The team has a dedicated focus toward serving privately held companies and their owners. These clients span from family owned businesses to private equity owned companies. One thing they all have in common is they are high growth private companies. As many companies choose to no longer go public, this is an ever increasing and exciting group of companies from start-up companies all the way to multi-billion-dollar global private companies. 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. Having gained ample support and training from some of the most knowledgeable colleagues in the industry, there will be opportunities to progress to manager.

 

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

 

· Preparing or Reviewing U.S. federal and state tax returns high net worth U.S. citizens living abroad or U.S. residents holding non-US assets, and/or Foreign nationals holding US assets.

· Preparing or Reviewing federal and state tax returns for U.S. partnerships and U.S. trusts that hold non-US assets. This includes the preparation and review of foreign reporting requirements for cross border tax compliance such as foreign partnerships, foreign corporations, foreign disregarded entities, foreign trusts, and foreign affiliate reporting.

· Providing tax research, tax memoranda drafting, and assistance in quantitative modeling for private client international tax advisory services.

· Identifying and communicating significant tax matters to Managers and Senior Managers.

· Liaising and relationship development with other service lines and other subject matter professionals.

· 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 best practice knowledge

· Managing, coaching and developing a team of tax professionals, reviewing work and helping to confirm they have the knowledge, tools and opportunities they need to excel

· Identifying and reacting to risks and opportunities to improve our services and processes

 

To qualify for the role you must have

 

· A bachelor's degree in a related field, supported by significant tax, business or financial planning experience

· Experience with managing projects including scheduling, budgeting, corresponding with clients and billing.

· Have obtained or have active progress towards a CPA certification or membership in The Bar

· Excellent collaboration and negotiation skills, and the confidence to challenge senior colleagues and stakeholders from a diverse range of backgrounds

· Minimum of 2 years of work experience in professional serv