Tax Services Senior Analyst - Financial Services - Private Client Services, EDGE

Job Listing ID:

4477682

Job Title:

Tax Services Senior Analyst - Financial Services -

Private Client Services, EDGE Application Deadline:

Open Until Filled

Job Location:

Salem

Date Posted:

04/22/2026

Hours Worked Per Week:

Not Provided Shift:

Not Provided Duration of Job:

Either Full or Part Time, more than 6 months You may contact this employer directly. (Obtain the contact information to print or add to your jobs.)

Job Summary:

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. EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry - the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team! The opportunity PCS is a growing practice within the organization, and you'll see that growth reflected in your career. 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. You'll be part of a growing global team, acting as a key point of contact for a wide range of clients and colleagues. This is an opportunity for cross-border and cross-functional teaming focusing on service delivery for our clients. In return, you can expect plenty of support designed with your own personal skills and experience. EY is a dynamic place to develop not only your technical tax knowledge, but also your professional leadership and business acumen. Your key responsibilities You will be preparing and reviewing complex individual tax returns to income tax planning and advising of high net worth individuals and families, allowing you to develop into a trusted advisor role to client. You will work with specialists in our other areas including International tax, state and local tax and asset management to deliver comprehensive solutions to our clients. Skills and attributes for success Performing high quality preparation and review of complex tax returns Knowledge/experience in handling hedge fund and Private equity K-1s Researching tax issues with a team to develop effective tax planning strategies and translate 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 Maintaining your reputation in your field by constantly updating and sharing your technical and finest practice knowledge Identifying and reacting to risks and opportunities to improve our services and processes To qualify for the role you must have 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 A thorough understanding of estate and wealth planning Experience with federal and state personal and trust income tax Excellent collaboration and negotiation skills, and the confidence to challenge senior colleagues and stakeholders from a diverse range of backgrounds A thorough understanding of automated tax processing systems and laws within your area of technical profess...

Job Classification:

Accountants and Auditors Access our statewide or regional occupation report for more information about wages, employment outlooks, skills, training programs, related occupations, and more. Compensation

Salary:

Not Provided Job Requirements

Experience Required:

 See Job Summary

Education Required:

None

Minimum Age:

N/A Gender:

N/A