Business Tax Services – Analyst
EY
full-time
Posted on:
Location Type: Hybrid
Location: Atlanta • United States
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Salary
💰 $58,900 - $97,400 per year
About the role
- Acquire the knowledge and expertise of specific benefit and retirement plans for existing and new client engagements
- Conduct and/or participate in Financial Planning Line training
- Assist with new client engagements and provide ample assistance to team members
- Provide quality financial planning over the phone leading to long-term relationships
- Prepare and review comprehensive financial planning analyses for client's financial state
Requirements
- Bachelor's degree preferred, but not required in a related field
- Valid CFP, CFA, CPA or active state bar membership preferred
- Series 65 (or the ability to obtain within a reasonably mandated period of time)
- Strong analytical skills
- Commitment to learning in a tax technology environment and proficient knowledge of automated tax processing systems and Microsoft Office
- Willingness to travel as needed and working in a balanced hybrid environment
- Retirement or Financial Planning background with a Series 65 license or CFP
- Experience in a call-center environment
Benefits
- Medical and dental coverage
- Pension and 401(k) plans
- Paid time off options
- Flexible vacation policy
- Time off for designated EY Paid Holidays
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial planninganalytical skillsautomated tax processing systemsMicrosoft Officeretirement planning
Soft Skills
commitment to learningteam assistancerelationship buildingwillingness to travel
Certifications
CFPCFACPASeries 65