Financial Solutions Advisor - Upstate New York Markets

Posted 16 days ago
Job Viewed
Job Description
West Seneca, New York;Depew, New York; Rochester, New York
**To proceed with your application, you must be at least 18 years of age.**
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At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities:
- Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
- Recommends banking and investments strategies that align with client financial goals and needs
- Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
- Mitigates and controls risk as part of daily activities
- Identifies and engages potential new clients through referrals or financial center clientele
- Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended
Required Qualifications:
- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
- Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
- Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
- Sets and accomplishes goals, achieving whatever you put your mind to.
- Builds and nurtures strong relationships.
- Collaborates effectively with others to get things done.
- Communicates effectively and confidently and is comfortable engaging all clients.
- Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
- Likes to learn, adapts to new information and seeks the right solutions for clients.
- Efficiently manages your time and capacity.
- Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
*Schedule:Monday thru Friday, some Saturdays required
Desired Qualifications:
- Strong computer skills with an ability to multitask in a demanding environment.
- At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
- Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
- Obtained your insurance licenses.
**Schedule:** Monday - Fridays and rotating Saturdays
Skills:
- Advisory
- Account Management
- Client Experience Branding
- Customer and Client Focus
- Oral Communications
- Issue Management
- Client Solutions Advisory
- Pipeline Management
- Active Listening
- Attention to Detail
- Risk Management
- Policies, Procedures, and Guidelines
- Client Management
- Causation Analysis
- Written Communications
**Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed.
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE ( .
View the LA County Fair Chance Ordinance ( .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
Business Tax Services - Private Tax Partnerships - Senior

Posted 16 days ago
Job Viewed
Job Description
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.
**Tax - Business Tax Services - Private Tax Partnerships - Senior**
**The opportunity**
Are you living your perfect career? EY Private Tax is a growing practice within the organization, and you'll see that growth reflected in your career. The team has a dedicated focus toward serving privately held companies. These clients span from family-owned businesses to private equity owned companies. One thing they all have in common is they are high growth private companies. As many companies choose to no longer go public, this is an ever increasing and exciting group of companies from start-up companies all the way to multi-billion-dollar global private companies. With a diverse portfolio of interesting and challenging work, you'll make an impact on some of the most technically demanding tax planning and compliance projects around. Having gained ample support and training from some of the most knowledgeable colleagues in the industry, there will be opportunities to progress to manager.
**Your key responsibilities**
We'll look to you to support our managers through partners in providing tax services. You're likely to balance your time between compliance and planning, focusing on and interacting directly with our clients. These clients will have a heavy focus on flow through entities (i.e., partnerships). The goal is to make you a trusted advisor and role model for our people across multiple teams, making this a great place to develop a diverse network of collaborative colleagues. Responsibilities include the following **:**
+ Preparing or reviewing federal and state tax returns for U.S. partnerships. This includes the preparation and review of foreign reporting requirements for cross border tax compliance such as foreign. partnerships, foreign corporations, foreign disregarded entities, and foreign affiliate reporting.
+ Providing tax research, tax memoranda drafting, and assistance in quantitative modeling for private client tax advisory services.
+ Identifying and communicating significant tax matters to Managers and Senior Managers.
+ Liaising and relationship development with other service lines and other subject matter professionals.
+ Building effective long-term relationships with our clients, understanding their unique needs to provide a tailored service.
+ Communicating complex tax issues to non-tax professionals and clients.
+ Maintaining your reputation in your field by constantly updating and sharing your technical and best practice knowledge.
+ Reviewing the work of more junior staff.
+ Identifying and reacting to risks and opportunities to improve our services and processes.
**Skills and attributes for success**
To qualify for the role, you must have
+ A bachelor's degree in a related field, supported by tax, business or financial planning experience.
+ Have obtained or have active progress towards a CPA certification or membership in The Bar.
+ Excellent collaboration and negotiation skills, and the confidence to challenge colleagues and stakeholders from a diverse range of backgrounds.
+ Minimum of 2 years of work experience in professional services or professional tax organization.
+ Working in a balanced hybrid environment and willingness to travel as needed.
Ideally, you will have
+ A commitment to continuing your learning.
+ Proficiency with tax software such as RIA, CCH IntelliConnect, OneSource, BNA or Lexis Nexis.
+ Experience with Gift, Estate and Trust tax planning and compliance is a plus.
**What we look for**
+ We're interested in tax professionals with a genuine interest in providing outstanding services to some of the world's most influential people and the companies and investments they own. Working with people from all backgrounds, from executives and entrepreneurs to investors and families, you'll use your experience and status as a trusted advisor to maintain and further our reputation for excellence.
**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 $35,200. 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.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
**EY | Building a better working world**
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
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 .
Business Tax Services- Private Tax Partnerships - Manager

Posted 16 days ago
Job Viewed
Job Description
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.
**Tax- Business Tax Services - Private Tax Partnerships- Manager**
**The opportunity**
Are you living your perfect career? EY Private Tax is a growing practice within the organization, and you'll see that growth reflected in your career. The team has a dedicated focus toward serving privately held companies. These clients span from family-owned businesses to private equity owned companies. One thing they all have in common is they are high growth private companies. As many companies choose to no longer go public, this is an ever increasing and exciting group of companies from start-up companies all the way to multi-billion-dollar global private companies. With a diverse portfolio of interesting and challenging work, you'll make an impact on some of the most technically demanding tax planning and compliance projects around. Having gained ample support and training from some of the most knowledgeable colleagues in the industry, there will be opportunities to progress to senior manager.
**Your key responsibilities**
We'll look to you to support our senior managers through partners in providing tax services. You're likely to balance your time between compliance and planning, focusing on and interacting directly with our clients. These clients will have a heavy focus on flow through entities (i.e., partnerships). The goal is to make you a trusted advisor and role model for our people across multiple teams, making this a great place to develop a diverse network of collaborative colleagues. Responsibilities include the following:
+ Preparing or reviewing federal and state tax returns for U.S. partnerships. This includes the preparation and review of foreign reporting requirements for cross border tax compliance such as foreign. partnerships, foreign corporations, foreign disregarded entities, and foreign affiliate reporting.
+ Providing tax research, tax memoranda drafting, and assistance in quantitative modeling for private client tax advisory services.
+ Identifying and communicating significant tax matters to Managers and Senior Managers.
+ Liaising and relationship development with other service lines and other subject matter professionals.
+ Building effective long-term relationships with our clients, understanding their unique needs to provide a tailored service.
+ Communicating complex tax issues to non-tax professionals and clients.
+ Maintaining your reputation in your field by constantly updating and sharing your technical and best practice knowledge.
+ Managing, coaching and developing a team of tax professionals, 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.
**Skills and attributes for success**
To qualify for the role, you must have
+ A bachelor's degree in a related field, supported by tax, business or financial planning experience.
+ A CPA certification or membership in The Bar.
+ Excellent collaboration and negotiation skills, and the confidence to challenge colleagues and stakeholders from a diverse range of backgrounds.
+ Minimum of 5 years of work experience in professional services or professional tax organization.
+ Working in a balanced hybrid environment and willingness to travel as needed.
Ideally, you will have
+ A commitment to continuing your learning.
+ Proficiency with tax software such as RIA, CCH IntelliConnect, OneSource, BNA or Lexis Nexis.
+ Experience with Gift, Estate and Trust tax planning and compliance is a plus.
+ Experience in managing, coaching and mentoring junior colleagues.
**What we look for**
+ We're interested in tax professionals with a genuine interest in providing outstanding services to some of the world's most influential people and the companies and investments they own. Working with people from all backgrounds, from executives and entrepreneurs to investors and families, you'll use your experience and status as a trusted advisor to maintain and further our reputation for excellence.
**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 $106,500 to $95,100. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is 127,700 to 221,700. 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.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
**EY | Building a better working world**
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
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 .
HDG #1105- Business Tax Services- Tax Controversy- Senior
Posted 3 days ago
Job Viewed
Job Description
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.
**Tax Controversy Senior**
Our National Tax Department (NTD) serves high-profile, national and multinational clients, providing a range of domestic and international transactional tax planning services and tax-related advisory services. The combination of knowledge and experience forms the basis of our ability to assist clients in meeting their business objectives. We believe that by managing our clients' tax obligations responsibly and proactively we can make a critical difference.
**The opportunity**
Our tax controversy services team uses an enterprise-wide approach with global tax risk and controversy management to prevent, manage, and resolve tax controversies. You will be at the heart of this effort.
**Your key responsibilities**
Our global tax controversy network is uniquely positioned to help businesses with their tax controversy issues. You will be involved in all aspects of controversy management and dispute resolution including assisting clients before the IRS Exam and Appeals Divisions, penalty relief and abatement requests, and advising on Alternative Dispute Resolution.
+ Assist in resolving Client IRS account issues, including the following:
+ Drafting Forms 2848 and 8821 for Client signature
+ Reviewing IRS notices, tax returns, and transcripts to identity issues on the account
+ Calling the IRS as a 2848 or 8821 representative to request collection holds, first-time abatements, review the account with an IRS agent, and advocate for resolution of the identified issue
+ Drafting correspondence to the IRS, including:
+ Reasonable Cause penalty abatements
+ Form 843, Claim for Refund and Request for Abatement
+ Form 12153, Request for Collection Due Process or Equivalent Hearing
+ Form 3911, Taxpayer Statement Regarding Refund
+ Other miscellaneous tasks, such as:
+ Tax research (Internal Revenue Code, Code of Federal Regulations, Revenue Rulings, etc)
+ Assist with Client Representation and project management within the context of an IRS examination
**Skills and attributes for success**
+ Researching tax issues to develop effective tax resolution strategies
+ Translating complex data from a range of sources into client-ready insights and deliverables
+ Building effective long-term relationships with our clients, understanding their unique needs to provide a tailored service
+ Communicating complex tax issues to non-tax professionals and clients
**To qualify for the role you must have**
+ A bachelor's degree
+ Ability to obtain a CPA certification or licensed attorney designation
+ Work experience in government or a professional tax organization
+ Strong analytical skills and attention to detail
+ The ability to adapt your work style to work with both internal and client team members
+ Willingness to travel as needed, and working in a balanced hybrid environment
**What we look for**
We're interested in people who are ready to become a part of a highly engaged, diverse, and dynamic team to help us continue to make a real difference to our clients. If you have a strong client focus, the ability to develop meaningful relationships and the ambition to deliver above and beyond expectations, this role is for you.
**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 $81,500 to $34,600. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is 97,800 to 153,100. 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.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
**EY | Building a better working world**
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
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 .
Business Tax Services- Passthrough Transactions Group Consulting- Manager

Posted 16 days ago
Job Viewed
Job Description
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 Partnership Transactions Group (PTG) is made up of professionals with tax technical skills and substantial industry and capital markets experience. We combine seasoned tax partnership and financial instrument knowledge, and an understanding of federal income tax controversy, with economics, finance and modeling skills. Our cross-disciplinary background and approach can help you evaluate risks and benefits from both an economic and tax perspective.
**Your key responsibilities**
Your typical day will involve working in small groups on projects with internal or external clients. You'll collaborate with national subject matter professionals in the design and execution of complex, large-scale partnership transactions with significant clients of the firm. Additionally, Managers develop an understanding of the complexities of Subchapter K, partnership modeling and the nuances of joint venture structuring. Managers will also work with National Tax Department (NTD) Senior Manager, Partners/Principals on more limited on-call consulting opportunities, writing Tax Alerts and Developments and teaching courses. Managers will gain significant experience in structuring partnership transactions and develop a broad-based knowledge in Subchapter K that can be utilized in building our Advisory Services practices.
**Skills and attributes for success**
+ Assisting in the preparation of financial models and other tools that help our clients execute a variety of financial transactions, including asset acquisitions, disposition deals, capital structure transformations, and corporate reorganizations
+ Applying principles of corporate finance to assess the economic implications of particular deal structures
+ Preparing reports and client presentations
+ Working at all levels of transaction structuring and execution, from evaluating alternative structures and bids through closing
+ Compiling documentation related to each analysis
+ Provide high-quality and 'time-sensitive' service that meet and/or exceed our clients' expectations
+ Managing, coaching and developing a team of tax professionals, reviewing work and helping to confirm they have the knowledge, tools and opportunities they need to excel
**To qualify for the role, you must have**
+ Achieved at least a bachelor's degree, typically with a concentration in Accounting, Finance, Economics, Operations Research, Financial Engineering or Statistics
+ Minimum of 6 years of work experience in professional services or professional tax organization
+ A CPA certification or membership in The Bar
+ Strong technical writing skills
+ Broad exposure to federal income taxation, with an emphasis on partnership taxation
+ Flexible and willing to travel as well as work in excess of standard hours when necessary
+ Proficient with MS Office, including MS Excel, MS Word and MS PowerPoint
**Ideally, you'll also have**
+ Willing and able to learn and work independently with minimal supervision
+ Demonstrated analytical and problem-solving skills
+ Effective organization and time management skills with the ability to work under pressure and adhere to project deadlines
**What we look for**
We're interested in intellectually curious people, with a diverse set of interests and backgrounds and an entrepreneurial mindset. You'll also need to have fantastic communication skills, the ability to manage your schedule, and enjoy going beyond assigned tasks to see the big picture. If you're ready to make a tangible difference right from the start and bring your big ideas to this growing team, this role is for you.
**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 $141,900 to $60,100. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is 170,300 to 295,500. 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.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
**EY | Building a better working world**
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
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 .
Business Tax Services- Passthrough Transactions Group Consulting- Senior

Posted 16 days ago
Job Viewed
Job Description
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 Passthrough Transactions Group (PTG) is made up of professionals with tax technical skills and substantial industry and capital markets experience. We combine seasoned tax partnership and financial instrument knowledge, and an understanding of federal income tax controversy, with economics, finance and modeling skills. Our cross-disciplinary background and approach can help you evaluate risks and benefits from both an economic and tax perspective.
**Your key responsibilities**
Your typical day will involve working in small groups on projects with internal or external clients. You'll collaborate with national subject matter professionals in the design and execution of complex, large-scale partnership transactions with significant clients of the firm. Additionally, Seniors develop an understanding of the complexities of Subchapter K, partnership modeling and the nuances of joint venture structuring. Seniors will also work with National Tax Department (NTD) Managers, Senior Managers, Partners/Principals on more limited on-call consulting opportunities, writing Tax Alerts and Developments and teaching courses. Seniors will gain significant experience in structuring partnership transactions and develop a broad-based knowledge in Subchapter K that can be utilized in building our Advisory Services practices.
**Skills and attributes for success**
+ Assisting in the preparation of financial models and other tools that help our clients execute a variety of financial transactions, including asset acquisitions, disposition deals, capital structure transformations, and corporate reorganizations
+ Applying principles of corporate finance to assess the economic implications of particular deal structures
+ Preparing reports and client presentations
+ Working at all levels of transaction structuring and execution, from evaluating alternative structures and bids through closing
+ Compiling documentation related to each analysis
+ Provide high-quality and 'time-sensitive' service that meet and/or exceed our clients' expectations
**To qualify for the role, you must have**
+ Achieved at least a bachelor's degree, typically with a concentration in Accounting, Finance, Economics, Operations Research, Financial Engineering or Statistics
+ Minimum of 3 years of work experience in professional services or professional tax organization
+ A CPA certification or membership in The Bar
+ Strong technical writing skills
+ Broad exposure to federal income taxation, with an emphasis on partnership taxation
+ Flexible and willing to travel as well as work in excess of standard hours when necessary
+ Proficient with MS Office, including MS Excel, MS Word and MS PowerPoint
**Ideally, you'll also have**
+ Willing and able to learn and work independently with minimal supervision
+ Demonstrated analytical and problem-solving skills
+ Effective organization and time management skills with the ability to work under pressure and adhere to project deadlines
**What we look for**
We're interested in intellectually curious people, with a diverse set of interests and backgrounds and an entrepreneurial mindset. You'll also need to have fantastic communication skills, the ability to manage your schedule, and enjoy going beyond assigned tasks to see the big picture. If you're ready to make a tangible difference right from the start and bring your big ideas to this growing team, this role is for you.
**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 $119,500 to $97,100. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is 143,300 to 224,000. 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.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
**EY | Building a better working world**
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
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 .
Business Tax Services- Passthrough Transactions Group Analytics- Manager

Posted 16 days ago
Job Viewed
Job Description
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.
**Tax Services Manager - National Tax - Passthrough Transactions Group/Modeling**
Our National Tax Department (NTD) serves high-profile, national and multinational clients, providing a range of domestic and international transactional tax planning services and tax-related advisory services. The combination of knowledge and experience forms the basis of our ability to assist clients in meeting their business objectives. We believe that by managing our clients' tax obligations responsibly and proactively we can make a critical difference, and you'll be at the heart of this mission.
**The opportunity**
We currently have a career opportunity for a Partnership Transaction Modeling Manager in our National Passthrough Transactions Group (PTG) to work on and be an instrumental part of multiple challenging engagements and deliver quality tax planning services for our diverse clients. This position offers excellent opportunities for teaming, leadership and career advancement.
**What to expect**
Your typical day will involve working in small groups on fast-paced projects with internal or external clients. You'll be heavily involved in formal deliverables, developing financial models, researching industry and company financial information and speaking to your findings. In addition, you'll be exposed to companies across various industries and located around the world, learning new things every day. We'll look to you to get familiar with tax policies and implications and build your knowledge around research tools and resources so you can speak articulately about a business or industry efficiently and effectively.
**Your key responsibilities**
+ Have a leading role in providing tax advisory services to clients on all aspects of joint venture and partnership tax matters, including acquisition, formation, operation, restructuring and disposition issues
+ Prepare and review detailed financial models to quantify the various transactional outcomes involved in a particular deal structure and/or industry segment
+ Demonstrate an understanding of increasingly complex tax concepts and strong technical partnership tax skills, and effectively apply tax knowledge to client situations
+ Provide high-quality and 'time-sensitive' service to support our clients' critical business needs
+ Build on technical competence by taking advantage of learning from nationally recognized tax professionals
+ Develop and guide junior tax professionals by providing effective feedback and training and ensuring team responsibilities are consistent with skills and developmental goals
**To qualify for the role you must have**
+ A bachelor's degree in Accounting, Finance, Economics, Operations Research, Financial Engineering, Statistics or related field and a minimum of six years related work experience; or a graduate degree in the above fields, Tax or Law and approximately more than five years of related work experience
+ Strong quantitative skills with an emphasis on accounting and corporate finance
+ Broad exposure to federal income taxation, including partnership taxation
+ Expert MS Excel skills with the ability to review complex financial models and build flexible calculations from scratch
+ Continuous learning mindset
+ Excellent interpersonal and presentation skills, including prior experience developing team members and interacting with clients or executive-level management
+ Effective organization and time management skills with the ability to work independently in a deal-driven environment
+ Willingness to travel as needed, and working in a balanced hybrid environment
**Ideally, you'll also have**
+ A CPA certification - Needed for advancement
+ Experience with modeling tax transactions
+ Experience with partnership tax compliance
+ Experience in a tax role in private client services or real estate
**What we look for**
We're interested in intellectually curious people, with a diverse set of interests and backgrounds and an entrepreneurial mindset. You'll also need to have fantastic communication skills, the ability to manage your schedule, and enjoy going beyond assigned tasks to see the big picture. If you're ready to make a tangible difference right from the start and bring your big ideas to this growing team, this role is for you.
**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 $141,900 to $60,100. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is 170,300 to 295,500. 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.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
**EY | Building a better working world**
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
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 .
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Business Tax Services- Passthrough Transactions Group Analytics- Senior

Posted 16 days ago
Job Viewed
Job Description
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.
**Tax Services Senior - National Tax - Passthrough Transactions Group/Modeling**
Our National Tax Department (NTD) serves high-profile, national and multinational clients, providing a range of domestic and international transactional tax planning services and tax-related advisory services. The combination of knowledge and experience forms the basis of our ability to assist clients in meeting their business objectives. We believe that by managing our clients' tax obligations responsibly and proactively we can make a critical difference, and you'll be at the heart of this mission.
**The opportunity**
We currently have a career opportunity for a Partnership Transaction Modeling Senior in our National Passthrough Transactions Group (PTG) to be an instrumental part of multiple and challenging engagements and to deliver quality tax planning services for our diverse clients. This position offers excellent opportunities for learning and career advancement.
**What to expect**
Your typical day will involve working in small groups on fast-paced projects with internal or external clients. You'll be heavily involved in formal deliverables, developing financial models, researching industry and company financial information and speaking to your findings. On top of this you'll be exposed to companies across various industries and located around the world, learning new things every day. We'll look to you to get familiar with tax policies and implications and build your knowledge around research tools and resources so you can speak articulately about a business or industry efficiently and effectively.
**Your key responsibilities**
+ Provide tax advisory services to clients on all aspects of joint venture and partnership tax matters, including acquisition, formation, operation, restructuring and disposition issues.
+ Prepare detailed financial models to quantify the various transactional outcomes involved in a particular deal structure and/or industry segment
+ Demonstrate an understanding of increasingly complex tax concepts and strong technical partnership tax skills, and effectively apply tax knowledge to client situations
+ Provide high-quality and 'time-sensitive' service to support our clients' critical business needs
+ Build on technical competence by taking advantage of learning from nationally recognized tax professionals
+ Help to develop and guide staff and other junior tax professionals by providing effective performance feedback and ensuring team responsibilities are consistent with skills and developmental goals
+ Demonstrate professionalism through a positive and cooperative attitude and by maintaining the confidential and proprietary nature of client relationships and related work products
**To qualify for the role you must have**
+ A bachelor's degree in Accounting, Finance, Economics, Operations Research, Financial Engineering, Statistics or related field and a minimum of three years related work experience; or a graduate degree in the above fields, Tax or Law and approximately more than two years of related work experience
+ Strong quantitative skills with an emphasis on accounting and corporate finance
+ Expert MS Excel skills with the ability to build flexible financial models from scratch
+ Exposure to federal income taxation
+ Willing and able to learn and work independently with minimal supervision
+ Excellent interpersonal skills to work as part of a team and interact effectively with clients
+ Demonstrated analytical and problem-solving skills
+ Effective organization and time management skills with the ability to work under pressure in a deal-driven environment
**Ideally, you'll also have**
+ A CPA certification - Needed for advancement
+ Experience with modeling tax transactions
+ Experience with partnership taxation
+ Experience in a client-serving role
**What we look for**
We're interested in intellectually curious people, with a diverse set of interests and backgrounds and an entrepreneurial mindset. You'll also need to have fantastic communication skills, the ability to manage your schedule, and enjoy going beyond assigned tasks to see the big picture. If you're ready to make a tangible difference right from the start and bring your big ideas to this growing team, this role is for you.
**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 $119,500 to $97,100. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is 143,300 to 224,000. 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.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
**EY | Building a better working world**
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
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 .
Business Tax Services- Passthrough Transactions Group Consulting - Senior Manager

Posted 16 days ago
Job Viewed
Job Description
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 Partnership Transactions Group (PTG) is a team of professionals with outstanding tax technical skills and substantial industry, government, and capital markets experience. The group stands alone in the field in combining seasoned specialists in the areas of partnership, real estate and leasing taxation; federal income tax controversy; and economic and financial modeling and analysis. Our cross-disciplinary background and approach uniquely positions us to advise clients in all phases of a transaction's lifecycle, from planning, evaluation of the risks and benefits, and execution from both an economic and tax perspective, to ongoing maintenance and wind-down of the structure, and potentially involvement with any defense of the transaction before the IRS on audit. Working in our group will provide you with the opportunity to work on large, complex, cutting-edge transactions with nationally recognized specialists in the field of partnership, real estate and infrastructure taxation and beyond. Our group has offices in a number of cities throughout the country; being located in Washington, D.C. is not required.
**Your key responsibilities**
Your typical day will involve working directly with Partners/Principals in PTG and other national subject matter professionals, and teaming with and mentoring Staff, Seniors, and Managers in PTG, to advise internal and external clients. You will design and execute complex, large-scale partnership and real estate transactions with large clients of the firm, manage due diligence for acquisitions of partnership and REIT targets, and analyze and memorialize significant tax considerations and issues in memoranda and opinions. Representative transactions include corporate and cross-border joint ventures, IPOs (including REITs, SPAC and Up-C transactions), private-equity acquisitions and dispositions (including continuation fund transactions), and internal restructurings in a variety of industries (including pharma and biotech, sports and entertainment, asset management and private equity, hedge fund, renewable energy, real estate, oil & gas, and public-private infrastructure).
Through these experiences, Senior Managers will have an unparalleled opportunity to develop a deep understanding of the complexities of partnership and real estate tax, the interplay between partnership tax theory and practice that is determined through partnership modeling, and the nuances of joint venture structuring. Senior Managers will also work with other Senior Managers, Partners/Principals on more limited on-call consulting opportunities, writing Tax Alerts and Developments, teaching courses and participating in external presentations.
**What we look for**
We're interested in intellectually curious people with a diverse set of interests and backgrounds, who combine an entrepreneurial mindset with the ability to team well with others. You'll need strong communication skills, the capacity to manage your schedule, and the willingness to go beyond narrow assigned task to see the big picture. If you're ready to make a tangible difference right from the start and to bring your big ideas to this growing team, this role is for you.
**Skills and attributes for success**
+ Identifying, researching and analyzing complex partnership and real estate tax issues
+ Managing all stages of a transaction, including due diligence, structuring and evaluating alternative structures and helping the modeling team quantify potential target exposures, the tax consequences of the proposed structure, and future cash flow, IRR, and allocation implications
+ Preparing structure reports and drafting substantive emails, memoranda, and opinions.
+ Provide high-quality, time-sensitive, and responsive service that meets and/or exceeds our clients' expectations
+ Managing, coaching and developing a team of tax professionals, reviewing work and helping to confirm that they have the knowledge, tools and opportunities they need to excel
**To qualify for the role, you must have**
+ Achieved at least a bachelor's degree
+ A CPA certification or membership in The Bar
+ Minimum of 4-6 years of work experience in professional services or professional tax organization
+ Strong analytical and technical writing skills
+ Broad exposure to federal income taxation; experience in partnership and/or real estate taxation is a plus but not required
+ Significant transactional experience
+ Flexibility and willingness to travel as well as work in excess of standard hours when necessary
+ Proficiency with MS Office, including MS Excel, MS Word and MS PowerPoint
**Ideally, you'll also have**
+ Willingness and ability to learn and work independently with minimal supervision
+ Demonstrated analytical and problem-solving skills
+ Effective organization and time management skills with the ability to work under pressure and adhere to project deadlines
**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 $170,100 to $88,400. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is 204,100 to 441,400. 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.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
**EY | Building a better working world**
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
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 .
Business Tax Services- Quantitative Economic and Statistics Tax- Policy Senior
Posted 8 days ago
Job Viewed
Job Description
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.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. At EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we're counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all.
**The opportunity**
The EY Quantitative Economics and Statistics (QUEST) practice is an interdisciplinary team that brings together more than 50 economists, statisticians, and business analysts, many with deep industry and government experience. A number of our team members have held positions with the US Treasury Department, President's Council of Economic Advisers, Congressional Budget Office, Internal Revenue Service, US Census Bureau, Energy Department, and research organizations - and 70% of QUEST professionals hold advanced degrees in their respective fields. Our team has developed proprietary tools and a data-driven approaches based on a deep understanding of economic and tax data from a wide range of sources. This understanding of how each data point is defined and estimated means we avoid common data pitfalls and produce results that preserve the quantitative meaning of the data. We model economic impacts, legislative changes, regulatory impacts, tax policy, climate policy, and conduct surveys.
EY's QUEST practice is seeking an economist to join our team of economists and statisticians in Washington, D.C.
**Your key responsibilities**
+ Quantitatively analyze and model economic, tax, and regulatory policies
+ Construct economic models to estimate the economic contribution of industries and sectors
+ Estimate the financial impact of physical and transition climate risks on companies
+ Be able to understand academic papers in the field of economics and incorporate their results and methodologies into your work
+ Write and edit reports that translate technical quantitative analyses to broad audiences such as members of Congress, Congressional staff, the media, and other participants in policy discussions
+ Craft dynamic data visualizations that highlight key insights from quantitative analysis
**Qualifications**
+ Master's or Ph.D. in public policy / economics or other quantitative discipline
+ A minimum of 3 years of related work experience
+ Excellent analytical skills and the ability to apply quantitative methods in a business environment
+ Interpersonal skills and a commitment to teamwork and the ability to direct the work of other team members
+ Strong written and visual communication skills
+ Ability to prioritize multiple tasks in a team environment and meet deadlines
+ Strong technical skills in data processing using both Microsoft Excel (e.g., advanced Excel formulas) and coding languages such as STATA, R, and Python
+ Willingness to travel as needed, and working in a balanced hybrid environment
**What we look for**
+ **You have an agile, growth-oriented mindset.** What you know matters. But the right mindset is just as important in determining success. We're looking for people who are innovative, can work in an agile way and keep pace with a rapidly changing world.
+ **You are curious and purpose driven.** We're looking for people who see opportunities instead of challenges, who ask better questions to seek better answers that build a better working world.
+ **You are inclusive.** We're looking for people who seek out and embrace diverse perspectives, who value differences, and team inclusively to build safety and trust.
**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 $104,300 to $72,200. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is 125,100 to 195,700. 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.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
**EY | Building a better working world**
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
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 .