CPA required with at least 5 years in public accounting.
Degree in Accounting; MST preferred.
Familiarity with CCH Prosystem and Axcess tax software preferred.
Expertise in QSBS reporting and planning strategies.
Strong knowledge of high-net-worth taxation and equity compensation.
Ability to manage multiple, time-sensitive projects efficiently.
Excellent analytical, communication, and presentation skills.
Responsibilities
Lead high-net-worth individual tax engagements, focusing on compliance and planning.
Plan staffing and timing for tax engagements effectively.
Advise clients on tax-efficient strategies for wealth transfer and charitable giving.
Research tax legislation impacts on calculations and tax strategies.
Review and provide advisory services on complex equity compensation matters.
Mentor and develop junior tax professionals, offering guidance and feedback.
Build and maintain relationships with new clients for business development.
Benefits
Opportunity for mentoring and professional development within a supportive team.
Engage with high-net-worth clients, allowing for complex and rewarding work.
Chance to advise on cutting-edge tax strategies, including equity compensation and QSBS.
Involvement in diverse projects that span various aspects of wealth management.
Access to advanced tax software tools to enhance efficiency and accuracy.
Full Job Description
Primary Responsibilities of the Role:
Lead and manage complex high-net-worth individual tax engagements, including tax compliance, planning, and consulting services for executives, founders, investors, and multi-generational families.
Plan the timing and assigning of staff to engagements.
Advise clients on tax-efficient strategies involving charitable giving, estate and gift planning, cash flow planning, and wealth transfer considerations.
Research, interpret, and evaluate the tax impact of current and proposed legislation on the quarterly and year-end tax calculations.
Provide sophisticated equity compensation review, planning, and advisory services, including tax implications related to RSUs, ISOs, NSOs, stock options, restricted stock, liquidity events, and concentrated stock positions.
Mentor, develop, and review the work of tax seniors and staff, providing technical guidance and feedback.
Prepare client billings. This may include assisting with collections when appropriate.
Evaluate the performance of staff as required by firm policy.
Develop new client contacts and relationships beneficial to the firm. These can be professional, civic, and/or community service contacts.
Assist in administrative functions as assigned by the partners.
Recognize opportunities to provide additional services to existing clients.
Your Qualifications:
CPA required and a minimum of 5 years of experience at public accounting firms.
Degree in Accounting, MST preferred.
Experience with CCH Prosystem and Axcess tax software preferred.
Demonstrate knowledge of qualified small business stock (QSBS) reporting and planning strategies, including "stacking and packing" techniques.
Strong technical knowledge of high-net-worth individual taxation, equity compensation, trust and estate concepts, and related planning strategies required.
Ability to prioritize and manage multiple time-sensitive projects.
Good conceptual, critical thinking, analytical, quantitative skills, and the ability to articulate work product.
Excellent computer/technology skills
Effective interpersonal, communication, and presentation skills
Self-starter and resourceful
Results and process-oriented and accountable
Problem solver, finisher, and highly organized
Salary Pay Scale
$130,000 - $165,000 per year
Sound like a good fit?
Please consider including a cover letter (so we can learn more about you!)
Thank you for taking the time to consider ASL.
About Ernst & Young
Ernst & Young (EY) is a multinational professional services firm that provides audit, tax, consulting, and advisory services to clients in a wide range of industries. The firm was founded in 1989 through the merger of Ernst & Whinney and Arthur Young & Co., and has since grown to become one of the largest professional services firms in the world. EY is committed to building a better working world by helping its clients solve their toughest challenges, and by creating a positive impact on the communities it serves.
