Tax Senior - Personal Financial Services/Personal Financial Plan

Ernst & Young, a global leader in professional services, is committed to restoring the public’s trust in professional services firms and in the quality of financial reporting. Our 107,000 people in 140 countries pursue the highest levels of integrity, quality, and professionalism in providing a range of sophisticated services centered on auditing, accounting, tax, and transactions. We strive to help all of our people achieve both their professional and personal goals through an inclusive environment that values everyone's contributions, appreciates diversity of thought, fosters growth, and provides continuous opportunities for development. Recognized by organizations such as Fortune, Working Mother, and Training magazine, Ernst & Young continually strives to be a great place to work.
Full Job Title: Tax Senior - Personal Financial Services/Personal Financial Planning - Indianapolis, INJob Description:
Ernst & Young's Personal Financial Services (PFS) practice focuses on helping clients build, preserve and transfer wealth. Our PFS professionals are supported by nationally sponsored, world-class technology and tools and a consistent process to deliver high-quality output. Our professionals provide services to our clients in the following areas: individual financial and business succession planning for high-net-worth individuals and executive groups; individual and fiduciary income tax planning and compliance. We currently have an excellent career opportunity for a PFS Senior. Using cutting-edge technology and working with team-oriented colleagues, the successful candidate will participate in and supervise multiple and challenging financial counseling engagements that serve our clients’ overall financial needs, as well as secure and analyze client data used in tax planning and the preparation and/or review of tax compliance products. This position offers excellent opportunities for learning and career advancement to the right candidate. Responsibilities: Contribute to client satisfaction by providing timely and effective responses to client needs and concerns, thereby enhancing long-term working relationships with clients. Develop and deliver timely and high-quality services and work products. Facilitate communications and provide ample assistance to team members by sharing knowledge to develop professionally and enhance service delivery. Maintain a personal commitment to continuing education for professional development and growth. Prepare individual tax returns and other related returns. Research complex tax issues and develop deliverables such as memos and spreadsheet analyses. Participate in client meetings and work within a team environment to deliver integrated advisory services to clients. Analyze data and prepare workpapers based on professional standards. Process data and convert it to a client-ready product. Supervise staff members, review their work product for completeness and accuracy, and prepare it for client delivery. Assist in their professional development. Leverage technology to continually maximize productivity. Determine the accuracy and completeness of the product by performing quality assurance procedures. Contribute to a flexible, stable, and team-oriented working culture that fosters development. Participate in recruiting efforts when necessary. Perform other related duties, as required.Ernst & Young LLP, an equal opportunity employer, values the diversity of our work force and the knowledge of our people.
REQUIREMENTS
Qualifications: To qualify, candidates must have: a bachelor’s degree with a concentration in accounting, finance, economics or a related field (accounting and/or advanced degree in tax or law is preferred) at least 2 years of individual tax (1040 and flow through) compliance experience (Personal Financial Consulting experience preferred, but not necessary) excellent interpersonal, analytical, and problem-solving ability strong written and verbal communication skills active progress towards the CPA certification, CFP certification, membership in the Bar, or Enrolled Agent status a commitment to learning in a tax and financial planning technology environment proficiency in technology applications