US-CA-San
Francisco
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
Qualifications:
Our Personal Financial Services (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 in the following areas: individual financial planning for
high-net-worth individuals and executive groups; individual and fiduciary
income tax planning and compliance for our clients.
We currently have an excellent career opportunity
for a Personal Financial Services 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.
Research complex tax issues and develop quality, practical
tax planning. 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.
Tags: Admin
& Clerical : Banking
Jobs : Financial
Services Jobs
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