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EY

Senior Tax Services Analyst – Financial Services, Private Client Services

EY

. Prepare and review complex individual tax returns .

Posted 11/11/2026full-timeUnited StatesSenior💰 $76,100 - $136,800 per yearWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in preparing and reviewing complex individual tax returns, with a strong focus on income tax planning for high net worth individuals. Proven ability to build long-term client relationships and deliver tailored services while navigating federal and state tax regulations.

Highest-signal resume keywords
Bachelor's Degree In AccountingProgression Towards CPA LicenseMinimum 3 Years Of Tax ExperienceThorough Understanding Of Estate And Wealth PlanningExperience With Federal And State Personal And Trust Income Tax

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills
Tax Return PreparationIncome Tax PlanningAutomated Tax Processing SystemsAnalytical SkillsTax ResearchRisk IdentificationData TranslationTechnical Knowledge UpdateWealth PlanningHedge Fund And Private Equity K-1 Handling
Soft Skills
Collaboration SkillsNegotiation SkillsConfidence In Challenging StakeholdersAttention To DetailAdaptability
Certifications & Qualifications
CPA LicenseEnrolled AgentLicensed Attorney
Industry Keywords
High Net Worth IndividualsProfessional ServicesTax Planning StrategiesClient RelationshipsState And Local Tax

About the role

Key responsibilities & impact
  • Prepare and review complex individual tax returns
  • Perform income tax planning and advise high net worth individuals and families
  • Develop into a trusted advisor to clients
  • Work with International tax, state and local tax, and asset management specialists
  • Research tax issues with a team to develop effective tax planning strategies
  • Translate complex data from multiple sources into client-ready insights and deliverables
  • Build effective long-term client relationships and provide tailored service
  • Update and share technical and best-practice knowledge
  • Identify and respond to risks and opportunities to improve services and processes
  • Prioritize workload while working across multiple teams

Requirements

What you’ll need
  • A bachelor's degree in Accounting, supported by significant tax or financial planning experience
  • Progression towards CPA license, Enrolled Agent or a licensed Attorney is required
  • Minimum of 3 years of work experience in professional services or professional tax organization
  • Thorough understanding of estate and wealth planning
  • Experience with federal and state personal and trust income tax
  • Excellent collaboration and negotiation skills
  • Confidence to challenge senior colleagues and stakeholders from diverse backgrounds
  • Thorough understanding of automated tax processing systems and laws within the area of technical professionalism
  • Knowledge/experience handling hedge fund and Private equity K-1s
  • Strong analytical skills and attention to detail
  • Ability to adapt work style to internal and client team members

Benefits

Comp & perks
  • Medical and dental coverage
  • Pension plan
  • 401(k) plan
  • Wide range of paid time off options
  • Professional growth
  • Personal fulfillment
  • Inclusive culture
  • Reasonable accommodation for qualified individuals with disabilities