Job Details

Tax Senior Private Client Services

Company name

Ernst & Young Global Limited

Organization Type


Job Type


Date Last Verified

May 24,2019

Valid Through

Sep 06,2019

Posted on

Feb 12,2019

Years of Experience

Min 3 yrs required


Austin, TX, United States

Employment Type



Practice Area
Tax >> Tax - General
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Tax Senior - Private Client Services
The candidate will support managers through to partners in providing tax services. Will balance time between compliance and planning, focusing on and interacting directly with clients. These clients will include high-profile individuals of extremely high net worth, and expectations to match. Research tax issues to develop effective tax planning strategies. Translate complex data from a range of sources into client-ready insights and deliverables. Build effective long-term relationships with clients, understanding their unique needs to provide a tailored service. Communicate complex tax issues to non-tax professionals and clients. Maintain reputation in field by constantly updating and sharing technical and finest practice knowledge. Manage, coach and develop a team of tax professionals, reviewing work and helping to confirm they have the knowledge, tools and opportunities they need to excel. Identify and reacting to risks and opportunities to improve services and processes.

Qualification and Experience

The candidate must have a Bachelor's degree in a related field, supported by significant tax or financial planning experience. 3+ years of work experience in professional services or professional tax organization. Active progress towards a CPA certification or membership in The Bar. An understanding of automated tax processing systems and laws within area of technical professionalism is important. Excellent collaboration, negotiation skills, the confidence to challenge senior colleagues and stakeholders from a diverse range of backgrounds is crucial. Experience with federal and state personal and trust income tax will be useful. A proven record in high net-worth tax planning and thorough understanding of estate and wealth planning is preferred.

Additional info

Ref: AUS001FV

Company info

Hiring Coordinator
Ernst & Young Global Limited
401 Congress
Suite 1800
Austin, TX 78701

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