About this role
Role Overview
- Managing various responsibilities including technical planning and advising clients
- Coaching and developing a highly trained team
- Collaborating with partners and teams to develop account strategies
- Identifying and delivering additional services to clients
Requirements
- A bachelor's degree in a related field
- Minimum of 8 years of work experience in professional services or professional tax organization
- A thorough understanding of estate and wealth planning
- Experience with flow through entities (S-Corps, Partnerships, LLC’s)
- Experience managing budgets and projects
- Willingness to travel as needed
- Executive presence and business development skills
Benefits
- Medical and dental coverage
- Pension and 401(k) plans
- Paid time off
- Time off for designated EY Paid Holidays
- Winter/Summer breaks
- Personal/Family Care leave
- Flexible vacation policy