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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in tax compliance and consulting, with a strong ability to manage client relationships and deliver high-quality work under tight deadlines. Proficient in developing junior team members and providing specialized tax technical services to financial services clients.
Highest-signal resume keywords
Tax ComplianceClient Relationship ManagementTeam LeadershipMultitaskingCPA or Enrolled Agent (EA)
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Tax ConsultingTax ReturnsAccountingResearchFinancial Services ExperienceProblem IdentificationClient-Centric SolutionsProject Management
Soft Skills
Communication SkillsOrganizational SkillsTeamingLeadership
Certifications & Qualifications
CPAEnrolled Agent (EA)Licensed Attorney
Industry Keywords
Financial ServicesTax Technical ServicesClient EngagementTrust Teams
About the role
Key responsibilities & impact- Deliver tax compliance and consulting work for clients
- Identify and communicate potential issues for timely and accurate completion of tax returns, research, accounting, and projects
- Collaborate with clients and engagement teams
- Escalate complex matters to senior team members and subject-matter professionals
- Manage assigned workstreams independently
- Maintain regular communication with client tax liaisons and trust teams
- Build and maintain relationships with clients and internal team members
- Coordinate engagement deliverables and prioritize responsibilities to meet deadlines and quality expectations
- Develop junior team members by sharing knowledge, providing support, and fostering collaboration
- Provide specialized tax technical services to U.S. and global financial services clients
Requirements
What you’ll need- Bachelor’s degree in Accounting, Finance, Business Administration, Tax, Law, or Economics
- Minimum of 2–3 years of relevant tax experience or equivalent experience in the financial services industry
- Excellent teaming, leadership, organizational, and verbal/written communication skills
- Ability to identify and escalate problem areas
- Experience presenting complex topics in client conversations
- Ability to break down complex tax projects and formulate client-centric solutions
- Strong multitasking skills to manage multiple assignments and deadlines
- CPA, Enrolled Agent (EA), or licensed attorney preferred
Benefits
Comp & perks- Medical and dental coverage
- Pension and 401(k) plans
- Flexible vacation policy
- EY Paid Holidays
- Winter/Summer breaks
- Personal/Family Care leave
- Other leaves of absence
- Professional growth opportunities
- Inclusive culture
- Performance-based compensation and recognition
