Business Tax Services- Employee Financial Services- Analyst HDG #1501

Los Angeles, CA - USA

Monthly Salary: $ 70800 - 110500

Posted on: Yesterday

Vacancies: 1 Vacancy

Job Summary

Location: Anywhere in Country

At EY were all in to shape your future with confidence.

Well help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.

The Employee Financial Services (EFS) practice operates within the NTD focusing exclusively on providing comprehensive financial planning services to large employee and executive groups including the development and delivery of financial education workshops.

The opportunity

A companys people investment is one of its most significant investments and EYs EFS practice is supported by nationally sponsored world-class technology and tools with a consistent process to advise on retirement and benefit plans. There are no sales pressures or sales goals in our group (salaried position only with no commissions product sales or other equity-based compensation available).As you progress youll become a trusted business advisor to your clients - and play a critical role in building a better working world.

Your key responsibilities

As a Financial Planner Line (FPL) Staff you will acquire the knowledge and expertise of specific benefit and retirement plans for existing and new client engagements. Youll conduct and/or participate in Financial Planning Line training (including engagement-specific training) assist with new client engagements facilitate Financial Planning Lines communications and provide ample assistance to team members by sharing knowledge to develop and enhance service delivery. Using cutting-edge technology and working with team-oriented colleagues you will work on multiple and challenging financial counseling engagements that serve our clients overall financial needs. Youll be responsible for providing quality financial planning primarily over the phone which leads to long-term relationships.

Skills and attributes for success

Demonstrate basic understanding of complex financial planning concepts company-provided benefit plans (including stock option and income tax matters) and effectively convey this knowledge to various clients
Provide comprehensive financial counseling (primarily over the phone) and build lasting client relationships
Prepare and review comprehensive financial planning analyses for clients financial state and determine guidance
Interact with HR benefit professionals through individual and company client meetings within a team environment to deliver quality integrated advisory services to clients while owning accounts and responsibilities
Assist in Financial Planning Line new business presentations creating or testing new tools leverage technology to continually maximize productivity

To qualify for the role you must have

Bachelors degree preferred but not required in a related field supported by tax or financial planning experience
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 written/verbal communication skills interpersonal; problem-solving ability and attention to detail
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

Ideally youll also have

Retirement or Financial Planning background with a Series 65 license or CFP
Experience in a call-center environment

What we look for

Professionals with the drive to take on new responsibilities with the confidence to speak up with their own creative thoughts on a wide range of areas is what we seek. If youre keen to play a pivotal role within a highly focused mobility team this role is for you.

What we offer you
At EY well develop you with future-focused skills and equip you with world-class experiences. Well empower you in a flexible environment and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learnmore.

We offer a comprehensive compensation and benefits package where youll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $58900 to $97400. The base salary range for New York City Metro Area Washington State and California (excluding Sacramento) is $70800 to $110500. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education experience knowledge skills and addition our Total Rewards package includes medical and dental coverage pension and 401(k) plans and a wide range of paid time off options.
Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external client serving roles to work together in person 40-60% of the time over the course of an engagement project or year.
Under our flexible vacation policy youll decide how much vacation time you need based on your own personal circumstances. Youll also be granted time off for designated EY Paid Holidays Winter/Summer breaks Personal/Family Care and other leaves of absence when needed to support your physical financial and emotional well-being.

Are you ready to shape your future with confidence Apply today.
EY accepts applications for this position on an on-going basis.

For those living in California please click here for additional information.

EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.

EY Building a better working world

EY is building a better working world by creating new value for clients people society and the planet while building trust in capital markets.

Enabled by data AI and advanced technology EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.

EY teams work across a full spectrum of services in assurance consulting tax strategy and transactions. Fueled by sector insights a globally connected multi-disciplinary network and diverse ecosystem partners EY teams can provide services in more than 150 countries and territories.

EY provides equal employment opportunities to applicants and employees without regard to race color religion age sex sexual orientation gender identity/expression pregnancy genetic informationnational origin protected veteran status disability status or any other legally protected basis including arrest and conviction records in accordance with applicable law.

EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process please call 1-800-EY-HELP3 select Option 2 for candidate related inquiries then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EYs Talent Shared Services Team (TSS) or email the TSS at .

Required Experience:

Location: Anywhere in CountryAt EY were all in to shape your future with confidence.Well help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.The Employee Financial Services (EFS) practi...