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Tax - Business Tax Services - Private Tax - Wealth Tax Advisory - Senior
Tax - Business Tax Services - Private Tax - Wealth Tax Advisory - SeniorEY • Stamford, CT, United States
Tax - Business Tax Services - Private Tax - Wealth Tax Advisory - Senior

Tax - Business Tax Services - Private Tax - Wealth Tax Advisory - Senior

EY • Stamford, CT, United States
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Tax - Business Tax Services - Private Tax - Wealth Tax Advisory - Senior

Join to apply for the Tax - Business Tax Services - Private Tax - Wealth Tax Advisory - Senior role at EY .

Location : Anywhere in Country

At EY, we’re all in to shape your future with confidence. 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.

The opportunity :

Our Wealth Tax Advisory Practice is a rapidly growing and dynamic team, serving premier families and their enterprises across the U.S. and globally. We provide bespoke wealth advisory services, including estate planning, structuring, and transactional advisory, to some of the most influential clients. As we continue to expand, we are looking for a Senior to join our team and work on key engagements, further deepening client relationships.

Position Overview :

As a Senior in our Wealth Tax Advisory practice, you will play a critical role in delivering high-quality advisory services to high‑net‑worth individuals (HNWI) and their family offices. You will collaborate closely with managers, partners and engagement teams to lead complex wealth planning projects. This role requires an understanding of wealth tax advisory, estate and trust tax, family limited partnerships, and knowledge of flow‑through business structures. You will be responsible for working on multiple projects simultaneously.

Key Responsibilities :

  • Work on wealth advisory engagements, including sophisticated tax planning and structuring advice, and complex estate, trust and gift tax returns for high‑net‑worth clients and family offices.
  • Research tax issues to develop effective tax planning strategies.
  • Communicate complex tax issues to non‑tax professionals and clients.
  • Review work and help confirm that associates have the knowledge, tools and opportunities they need to excel.
  • Identify and react to risks and opportunities to improve our services and processes.

Required Qualifications :

  • A bachelor's degree in a related field, supported by tax, business or financial planning experience.
  • Eligibility for CPA certification or membership in The Bar.
  • Minimum of 3 years of work experience in professional services or a 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, LLCs).
  • A thorough understanding of automated tax processing systems.
  • A commitment to continuing your learning.
  • Willingness to travel as needed, and working in a balanced hybrid environment.
  • Preferred Qualifications :

  • A proven record in a professional services environment.
  • What 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. Base salary ranges are provided for all geographic locations in the U.S.; additional benefits include medical, dental, pension, 401(k) plans and paid time off.
  • A hybrid model that expects most external, client‑serving roles to work together in person 40‑60% of the time over the course of an engagement or year.
  • A flexible vacation policy that lets you decide how much time you need based on personal circumstances, along with time off for EY Paid Holidays, winter / summer breaks, personal / family care and other leaves of absence.
  • How to Apply :

    EY accepts applications for this position on an ongoing basis. Apply today to shape your future with confidence.

    For those living in California, additional information is available. EY focuses on high‑ethical standards and integrity and expects all candidates to demonstrate these qualities.

    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.

    Contact information for accommodation inquiries : 1‑800‑EY‑HELP3, Option 2 for candidate related inquiries, then Option 1 for candidate queries, or email ssc.customersupport@ey.com.

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