Talent.com
Tax - Business Tax Services - Private Tax - Wealth Tax Advisory - Senior
Tax - Business Tax Services - Private Tax - Wealth Tax Advisory - SeniorErnst & Young Oman • Portland, OR, United States
Tax - Business Tax Services - Private Tax - Wealth Tax Advisory - Senior

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

Ernst & Young Oman • Portland, OR, United States
job_description.job_card.variable_hours_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

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, and further deepen 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, including complex estate, trust and gift tax returns to high-net-worth clients and family offices.
  • Researching tax issues to develop effective tax planning strategies
  • Communicating complex tax issues to non-tax professionals and clients
  • 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 our services and processes

To qualify for the role you must have, including deep experience in one or more technical tax areas

  • 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 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)
  • 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
  • Ideally, you’ll also have

  • A proven record in a professional services environment
  • What we offer you

    At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more.

  • 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 in all geographic locations in the US is $82,000 to $135,200. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $98,500 to $153,600. Individual salaries within those 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.
  • Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
  • 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.

    EY accepts applications for this position on an on-going basis.

    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 .

    #J-18808-Ljbffr

    serp_jobs.job_alerts.create_a_job

    Tax • Portland, OR, United States

    Job_description.internal_linking.related_jobs
    Property Tax Appeals Consultant (Oregon)

    Property Tax Appeals Consultant (Oregon)

    Abode Money • Portland, OR, United States
    serp_jobs.job_card.full_time
    Hourly (Contract Based) - $75 to 100 / Hour.We're a rapidly growing technology company that helps homeowners save on the financial elements of homeownership. Today, we have tens of thousands of home...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Wealth Advisor - Mechanics Bank

    Wealth Advisor - Mechanics Bank

    LPL Financial • Lake Oswego, OR, US
    serp_jobs.job_card.full_time
    LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients' needs. This exciting opportunity at Mechanics Bank invites you to join our emp...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Travel Physical Therapist (PT) - $1,660 to $1,819 per week in Oregon City, OR

    Travel Physical Therapist (PT) - $1,660 to $1,819 per week in Oregon City, OR

    AMN Healthcare Allied • OREGON CITY, OR, US
    serp_jobs.job_card.full_time
    Job Description & Requirements.Physical Therapist - Outpatient - (PT) .StartDate : ASAP Pay Rate : $1659.Reputable OP is looking for a highly motivated and energetic therapist to join the team....serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Tax - Business Tax Services - Private Tax - Wealth Tax Advisory - Senior

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

    EY • Portland, OR, United States
    serp_jobs.job_card.full_time
    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 ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Travel Physical Therapist (PT) - $2,093 per week in Oregon City, OR

    Travel Physical Therapist (PT) - $2,093 per week in Oregon City, OR

    Medical Solutions • Oregon City, OR, US
    serp_jobs.job_card.full_time
    A facility in Oregon City, OR is seeking its next amazing PT (Physical Therapist).Read on if this sounds like your perfect fit!. Nurses and allied healthcare professionals are in high demand nationw...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Travel Physical Therapist (PT) - $1,733 to $1,921 per week in Oregon City, OR

    Travel Physical Therapist (PT) - $1,733 to $1,921 per week in Oregon City, OR

    LRS Healthcare • Oregon City, OR, US
    serp_jobs.job_card.full_time
    Ready to start your next travel adventure? LRS Healthcare offers a full benefits package, 24 / 7 support, and a responsive, traveler-first culture. What are you waiting for? Apply today!.Valid license...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Associate Vice President and Wealth Advisor

    Associate Vice President and Wealth Advisor

    Confidential • Portland, OR, United States
    serp_jobs.job_card.full_time
    Associate Vice President and Wealth Advisor.Premier investment advisor & manager.The Company is seeking Wealth Advisor Associates / Associate Vice Presidents to join its Private Wealth Division.Thi...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Wealth Advisor

    Wealth Advisor

    Carson Group • Lake Oswego, OR, United States
    serp_jobs.job_card.full_time
    In an increasingly complex world where people are starving for someone they can trust, we stand for something simple : always put the client first. We do well by doing good for those we serve.We beli...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Tax Senior Manager (Hybrid)

    Tax Senior Manager (Hybrid)

    Aldrich • Portland, OR, United States
    serp_jobs.job_card.full_time
    Be among the first 25 applicants.Get AI-powered advice on this job and more exclusive features.Direct message the job poster from Aldrich. Director of Human Resources at Aldrich Group.Aldrich is loo...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Tax Senior Manager, Professional Services

    Tax Senior Manager, Professional Services

    Geffen Mesher and Company • Portland, OR, United States
    serp_jobs.job_card.full_time
    Tax Senior Manager, Professional Services.Geffen Mesher & Company proudly stands as one of Portland's foremost locally owned accounting firms, with a distinguished history of over 90 years dedicate...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Travel Physical Therapist (PT) - $1,524 to $1,836 per week in Oregon City, OR

    Travel Physical Therapist (PT) - $1,524 to $1,836 per week in Oregon City, OR

    Fusion Medical Staffing • Oregon City, OR, US
    serp_jobs.job_card.full_time
    Travel Physical Therapist (PT).Facility in Oregon City, Oregon.Fusion Medical Staffing is seeking a skilled Physical Therapist for a 13-week travel assignment in Oregon City, Oregon.As a member of ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Associate Wealth Advisor

    Associate Wealth Advisor

    Focus Partners Wealth • Portland, OR, United States
    serp_jobs.job_card.full_time
    The Associate Wealth Advisor is an exciting opportunity to collaborate with a planning-centric team of advisors to design, build, and protect the financial dreams of clients.This individual will pa...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Tax Senior

    Tax Senior

    Delap LLP • Portland, OR, United States
    serp_jobs.job_card.full_time
    Delap, one of Oregon's largest locally owned accounting and financial services firms, delivers innovative and proactive financial solutions to businesses, business owners, and wealthy individuals.D...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Tax Senior Associate

    Tax Senior Associate

    CliftonLarsonAllen • Portland, OR, US
    serp_jobs.job_card.full_time
    CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
    Hybrid Senior Tax Manager — Partnerships & Multistate

    Hybrid Senior Tax Manager — Partnerships & Multistate

    VanderHouwen • Tualatin, OR, United States
    serp_jobs.job_card.permanent
    A leading accounting firm is seeking a Senior Tax Manager in Tualatin, Oregon.Responsibilities include reviewing complex tax returns and managing client engagements. The ideal candidate has a CPA li...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Tax Senior

    Tax Senior

    Jobot • Portland, OR, US
    serp_jobs.job_card.full_time
    Oregon Firm with Strong Benefits & Culture!.This Jobot Job is hosted by : Emily Bohanon.Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.Salary : $75,000 - ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Tax Senior

    Tax Senior

    Ascend Partner Firms • Vancouver, Washington, USA
    serp_jobs.job_card.full_time
    At Ascend we recognize the struggles that accounting & finance professionals face in traditional firmsfrom rigid hierarchies and overwhelming workloads to the elusive work-life balance.We belie...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    M&A Tax Senior Manager - Partnership Consulting & Modeling

    M&A Tax Senior Manager - Partnership Consulting & Modeling

    Moss Adams LLP • Portland, OR, United States
    serp_jobs.job_card.full_time
    M&A Tax Senior Manager - Partnership Consulting & Modeling.At Moss Adams, we champion authenticity.For us, that means fostering a culture of talented people who care-about you, about our clients, a...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted