EY Tax Services Senior - Financial Services - Family Office Services in New York, New York
Tax Services Senior - Financial Services - Family Office Services
Requisition # NYW0001L
Post Date Jun 21, 2021
Your key responsibilities
You would review financial statements for high-net-worth individuals and their related family entities, which would include analyzing and reviewing bank/brokerage accounts as well as private equity and hedge fund capital statements. You would also be responsible for supporting managers, senior managers, executive directors and partners in fulfilling consulting/coordination services as requested by client and review checks and wires prepared by bookkeepers as well as related general ledger coding. Other duties include coordinating submissions and ensure payments are remitted timely.
Skills and attributes for success
Understanding of key elements of client care and service
Finding ways to simplify and improve work processes
Recognizing business issues and using alternative solutions to resolve them.
Looking for ways to increase efficiency on engagements
Seeking to enhance knowledge through technical reading, continuing education, and other means
To qualify for the role you must have
Bachelor’s degree in Accounting or related field
Practical accounting experience
CPA or eligibility to take the CPA exam
Ability to use Microsoft Excel and Quickbooks
Ability to multi-task and manage multiple commitments
Ability to perform in highly interruptive conditions
Excellent organizational and communication skills
Effectively able to communicate with all levels of the engagement team and client personnel
Understanding of client’s financial situation
Awareness of budgets and has the ability to work with managers on keeping within budget
Promotes a professional and positive attitude
Ownership of work product and client engagement
Ideally, you’ll also have
Successful problem-solving and analytical skills
Ability to perform under time constraints and meet deadlines; strong sense of urgency
Ability to identify issues and offers solutions and recommendations
Supportiveness of firm goals, policies, and guidelines
What we look for
The tax world is dynamic and ever changing. We look for professionals who thrive on this change and are able to be a trusted advisor to our clients. It is important for you to maintain excellence with our clients and exceed their expectations.
What working at EY offers
We offer a competitive compensation package where you’ll be rewarded based on your performance and recognized for the value you bring to our business. In addition, our Total Rewards package includes medical and dental coverage, both pension and 401(k) plans, a minimum of 15 days of vacation plus ten observed holidays and three paid personal days, and a range of programs and benefits designed to support your physical, financial and social well-being. We also offer:
Support, coaching and feedback from some of the most engaging colleagues around
Opportunities to develop new skills and progress your career
The freedom and flexibility to handle your role in a way that’s right for you
As a global leader in assurance, tax, transaction and advisory services, we’re using the finance products, expertise and systems we’ve developed to build a better working world. That starts with a culture that believes in giving you the training, opportunities and creative freedom to make things better. Whenever you join, however long you stay, the exceptional EY experience lasts a lifetime. And with a commitment to hiring and developing the most passionate people, we’ll make our ambition to be the best employer by 2020 a reality.
If you can confidently demonstrate that you meet the criteria above, please contact us as soon as possible.
Make your mark and join us in building a better working world. Apply now.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, protected veteran status, disability status, or any other legally protected basis, in accordance with applicable law.