Tax - Business Tax Services - Private Tax - Wealth Tax Advisory - Senior

Location: Anywhere in Country

 

At EY, we’re all in to shape your future with confidence. 

 

We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go.  Join EY and help to build a better working world.

 

The opportunity: Our Wealth Tax Advisory Practice is a rapidly growing and dynamic team, serving premier families and their enterprises across the U.S. and globally. We provide bespoke wealth advisory services, including estate planning, structuring, and transactional advisory, to some of the most influential clients. As we continue to expand, we are looking for a Senior to join our team and work on key engagements, and further deepen client relationships.

 

Position Overview: As a Senior in our Wealth Tax Advisory practice, you will play a critical role in delivering high-quality advisory services to high-net-worth individuals (HNWI) and their family offices. You will collaborate closely with managers, partners and engagement teams to lead complex wealth planning projects. This role requires an understanding of wealth tax advisory, estate and trust tax, family limited partnerships, and knowledge of flow-through business structures. You will be responsible for working on  multiple projects simultaneously.

 

Key Responsibilities:

• Work on wealth advisory engagements, including sophisticated tax planning and structuring advice, including complex estate, trust and gift tax returns to high-net-worth clients and family offices.
• Researching tax issues to develop effective tax planning strategies 

• Communicating complex tax issues to non-tax professionals and clients 
• 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, including deep experience in one or more technical tax areas   

• A bachelor's degree in a related field, supported by  tax, business or financial planning experience 
• Eligibility for CPA certification or membership in The Bar 
• Minimum of 3 years of work experience in professional services or professional tax organization 
• A thorough understanding of estate and wealth planning 
• Experience with federal and state personal and trust taxation 
• Experience with flow through entities (S-Corps, Partnerships, LLC’s) 
• A thorough understanding of automated tax processing systems 
• A commitment to continuing your learning  
• Willingness to travel as needed, and working in a balanced hybrid environment

 

Ideally, you’ll also have   

• A proven record in a professional services environment 

 

What we offer you
At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more.

• 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 base salary range for this job in all geographic locations in the US is $82,000 to $135,200.  The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $98,500 to $153,600.  Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography.  In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
• Join us in our team-led and l