Business Tax Services - Private Tax - Senior

Will you shape the future or will the future shape you?

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.

As a Senior in Private Tax, you will play a key role in providing personal and private tax advice and compliance support to business owners, business-owning families, and owners of private wealth. You’ll advise on matters involving family, business entities, and private wealth management, including High Net Worth Individuals’ personal business matters, family and business governance, wealth transfer succession, family constitutions, and cross-border multijurisdictional families. Key responsibilities include:

• Contributing to the delivery of tailored tax advice and compliance solutions for complex family and business structures.
• Supporting clients in wealth transfer, succession planning, and governance strategies.
• Navigating the unique challenges of multijurisdictional families and cross-border tax matters.

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.

The core purpose of this role is to contribute to the delivery of one or more processes, solutions, and projects by delivering agreed activities, applying judgment, and selecting appropriate methodologies to inform recommendations, considering success criteria, barriers, risks, and issues. You will be accountable for meeting your own targets, which impact the immediate team, and may help coordinate the work of junior colleagues or team members. You will meet performance objectives and metrics set locally (client service, quality and risk management, sales and business growth, solution development and teaming, etc.). Regular travel may be required to meet client needs, and you will actively participate in client working sessions on a daily basis.

Responsibilities include:

• 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
• Make decisions based on broad policies, applying personal knowledge, experience, and/or precedents to guide decisions and resolve issues.
• Implement procedures and guidelines as required.
• Work on complex issues where analysis of situations or data requires an in-depth evaluation of variable factors.

Skills and attributes for success

Success in this role will be driven by your ability to deliver high-quality work, collaborate with teams, and build strong client relationships. Your analytical skills, adaptability, and eagerness to learn will set you apart.

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
• Typically, no less than 2 - 4 years relevant 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
• Demonstrated ability to deliver agreed activities and meet required targets impacting the immediate team.
• Experience applying judgment and selecting appropriate methodologies to inform recommendations.
• Ability to coordinate the work of junior colleagues or team members.
• Track record of meeting performance objectives and metrics in client service, risk management, sales, and business growth.
• Experience working with limited supervision on day-to-day work, and providing general guidance to others newer to the role or at a lower level.

Specialized Skills:

• Research and Problem Definition
• Data Analysis and Interpretation
• Computational Thinking
• Capitalization and Cost Recovery
• Cost Analysis
• Financial Accounting Concepts
• Structural Tax Planning
• Base Rate Tax Planning
• Cash Tax Planning
• Tax Compliance and Reporting Requirements
• Application and Tool Analysis
• Tax Research and Analysis
• Tax Memo, Report, and Letter Writing
• Building and Managing Relationships 

Ideally you will 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
• Experience supporting opportunities for additional services and assisting in completion of RFP responses.
• Ability to maintain reports for engagement economics and track resource plan and budget.
• Exposure to serving as a team lead and providing general guidance to others newer to the role.
• Experience working on complex issues requiring in-depth evaluation of variable factors.

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. We seek top performers who are passionate about delivering high-quality solutions, thrive in dynamic environments, and demonstrate strong analytical and collaborative skills. The ideal candidate is adaptable, commercially minded, and committed to continuous learning and innovation.

What we offer you
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. Learn more at ey.com/us/careers.

• 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 is: 
• • New York City, Boston, and Washington DC Metro Areas, Washington State, and Southern California offices – $98,500 to $147,500
  • Bay Area California offices – $102,500 to $153,600
  • All other offices locations in the US, including Sacramento – $82,000 to $135,200 
• 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.
• 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.                                              

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

All in to shape the future with confidence.

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.