Tax Services Manager - Financial Services Organization - EDGE Private Client Services
EY
- Chicago, IL
- Permanent
- Full-time
- 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
- EA or a licensed Attorney is required or the ability to achieve either certification
- 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 income tax
- 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 and laws within your area of technical professionalism
- A proven record in high net-worth tax planning
- A proven record in a professional services environment
- Experience in working on multiple teams prioritizing your work load
- Strong analytical skills and attention to detail
- The ability to adapt your work style to work with both internal and client team members
- Continuous learning: You'll develop the mindset and skills to navigate whatever comes next.
- Success as defined by you: We'll provide the tools and flexibility, so you can make a meaningful impact, your way.
- Transformative leadership: We'll give you the insights, coaching and confidence to be the leader the world needs.
- Diverse and inclusive culture: You'll be embraced for who you are and empowered to use your voice to help others find theirs.