Managing tax responsibilities for high-growth private companies within EY's FSO team. Coaching a skilled team while developing tax strategies and client relationships.
Responsibilities
Managing various responsibilities, from technical planning and advising of clients that include private entities (including C-Corp, S-Corp and Partnerships) as well as high-profile individuals/families.
Coaching and developing a highly trained team 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 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.
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 services and processes.
Requirements
A bachelor's degree in a related field, supported by significant tax, business or financial planning experience
CPA certification
Licensed Attorney
Minimum of 5 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)
Experience with C-Corps including income tax provisions and consolidated federal and state tax returns
Excellent collaboration and negotiation skills, and the confidence to challenge senior colleagues and stakeholders from a diverse range of backgrounds
A thorough understanding of automated tax processing systems
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