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Business Tax Services - Private Tax - High Net Worth Individuals - Senior
Business Tax Services - Private Tax - High Net Worth Individuals - SeniorEY • Rochester, NY, United States
Business Tax Services - Private Tax - High Net Worth Individuals - Senior

Business Tax Services - Private Tax - High Net Worth Individuals - Senior

EY • Rochester, NY, United States
25 days ago
Job type
  • Full-time
Job description

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.

Tax - Business Tax Services- Private Tax High Net Worth Individuals - Senior

The opportunity

EY Private Tax is a growing practice within EY, and you'll see that growth reflected in your career. The team has a dedicated focus toward serving privately held companies and their owners and their families.? 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 enterprises.? 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. 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

Depending on your unique skills and ambitions, you could be managing various responsibilities, from technical planning and advising of clients that include high-profile individuals and their families. That will make you a trusted advisor and role model for your clients and our people across multiple teams, making this a great place to develop a diverse network of collaborative colleagues.? Whatever you find yourself doing, you'll personally coach and develop a highly trained team, all while handling activities with a focus on quality and commercial value.?

Researching tax issues to develop effective tax planning strategies

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

Reviewing work of more junior team members

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

Skills and attributes for success

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

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

Minimum of 2 years of work experience in professional services or professional tax organization

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

Experience with Gift, Estate and Trust tax planning and compliance is a plus.

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

Strong analytical skills and attention to detail

  • ?The ability to adapt your work style to work with both internal and client team members

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

A commitment to continuing your learning

What we look for?

  • We're interested in tax 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 C-Suite executives to owners and their families, you'll use your experience and status as a trusted advisor to maintain and further our reputation for excellence.
  • 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 leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.

    Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter / Summer breaks, Personal / Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.

    Are you ready to shape your future with confidence? Apply today.

    EY accepts applications for this position on an on-going basis.

    For those living in California, please click here for additional information.

    EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.

    EY | Building a better working world

    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.

    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. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com .

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    Tax Private • Rochester, NY, United States

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