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Business Tax Services - Private Tax - High Net Worth Individuals - Senior
Business Tax Services - Private Tax - High Net Worth Individuals - SeniorEY • Palo Alto, CA, United States
Business Tax Services - Private Tax - High Net Worth Individuals - Senior

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

EY • Palo Alto, CA, United States
1 day ago
Job type
  • Full-time
Job description

Overview

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

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.

Responsibilities

  • 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

Qualifications

  • 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, LLCs)
  • 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
  • Preferred / Additional

  • A proven record in a professional services environment
  • Strong analytical skills and attention to detail
  • 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 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 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.
  • Equal Employment Opportunity

    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 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 • Palo Alto, CA, United States

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