Tax Services Senior Analyst - Financial Services - Private Client Services, EDGE

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. 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, Insurance, and Real Estate, Hospitality and Construction. 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. 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. This is an opportunity for cross-border and cross-functional teaming focusing on service delivery for our clients. 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. You will be preparing and reviewing complex individual tax returns to income tax planning and advising of high net worth individuals and families, allowing you to develop into a trusted advisor role to client. You will work with specialists in our other areas including International tax, state and local tax and asset management to deliver comprehensive solutions to our clients. Performing high quality preparation and review of complex tax returns Knowledge/experience in handling hedge fund and Private equity K-1s Researching tax issues with a team to develop effective tax planning strategies and translate 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 Maintaining your reputation in your field by constantly updating and sharing your technical and finest practice knowledge Identifying and reacting to risks and opportunities to improve our services and processes A bachelor's degree in Accounting, supported by significant tax or financial planning experience Progression towards CPA license, Enrolled Agent or a licensed Attorney is required 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 income tax A thorough understanding of automated tax processing systems and laws within your area of technical professionalism A proven record in high net-worth tax planning We're interested in tax professionals with a genuine interest in providing outstanding services to some of the world's most influential people. At EY, we harness our collective strength to empower you to shape your future with confidence through professional growth, personal fulfillment and an inclusive culture. Individual salaries within these 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. To make the most of your application experience, please limit yourself to two applications within a six-month period. EY accepts applications for this position on an on-going basis. At EY, our values set the foundation for how we work and the behaviors we expect of our people. Any misrepresentation or falsification of information or lack of integrity at any point in the recruiting process may result in withdrawal of your candidacy, revocation of an offer or immediate termination of employment. 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.