Business Tax Services Family Enterprise Business Services- Staff

Tax Business Tax Services Private Tax- Family Enterprise Business Services - Staff

The opportunity

The Family Enterprise Business Services (FEBS) practice at EY focuses exclusively on advising large private multi-generational family-owned business enterprises. These businesses play a vital role in the economy and their communities and in so doing are critical to EYs efforts to build a better working world.

The FEBS team supports businessowning families as they seek to grow more valuable companies avoid disruption and navigate successful generational transitions. This is achieved by supporting families to build and execute four core strategic competencies critical to longterm success:

• Business growth strategies grow larger more valuable businesses
• Company capitalization capital strategies to fund growth while maintaining control
• Generational transition governance and transition strategies enable continuity across generations
• Shareholder liquidity approaches to provide liquidity to shareholders while balancing business capital needs

As a member of the FEBS practice you will support advisory engagements across these areas working closely with senior team members and business-owning families to translate complex financial strategic and governance considerations into clear insights and practical recommendations.

Your key responsibilities
You will support engagement teams in delivering business and financial advisory services to family enterprises across the four core strategic competencies. Your role will emphasize analytical support synthesis of information and preparation of materials that enable informed decision-making by owners boards executives and family stakeholders. While supporting client engagements you will work closely with senior team members throughout multiple phases of client work from initial analysis and design through implementation support activities.

Responsibilities will include:

• Supporting analyses related to business growth initiatives capital investment decisions and strategic alternatives
• Assisting with the development and refinement of financial models and scenario analyses used to evaluate growth paths funding strategies capital requirements and liquidity alternatives
• Supporting capital and liquidity strategy engagements by evaluating appropriate sources and structures of capital to fund growth or liquidity objectives
• Assisting with the evaluation of thirdparty materials (e.g. financing proposals term sheets or transaction summaries) and synthesizing key considerations for client discussions
• Conducting company industry and market research to support client discussions around growth risk and strategic priorities
• Supporting generational transition and governancerelated work by contributing to the analysis and development of ownership structures governance frameworks and decisionmaking processes across the business and family systems
• Preparing and contributing to clientready materials including presentations memos exhibits and discussion materials used to facilitate owner board and family conversations

Additional responsibilities include:

• Developing an understanding of each clients business ownership structure and family context
• Building technical and business acumen by staying current on relevant trends in family enterprise strategy capital markets and governance
• Demonstrating professionalism and maintaining the confidential and sensitive nature of client relationships and work products
• Contributing to team success by learning EY methodologies and tools and supporting engagement execution
• Working effectively within engagement teams and collaborating with senior professionals
• Managing assigned tasks across multiple engagements while adapting to shifting priorities in a team environment

Skills and attributes for success

To qualify for the role you must have

• Bachelors degree in a related field (Accounting Finance Economics or Strategy preferred)
• Progress toward a CPA CFA MBA or other relevant professional credential
• Two to three years of relevant experience such as in professional services financial advisory corporate finance strategy or related analytical roles
• Foundational understanding of financial statements business analysis and corporate finance concepts
• Strong Excel skills and experience working with financial models and analytical tools
• Strong written and verbal communication skills with the ability to translate analysis into clear insights
• Strong attention to detail and willingness to learn new technical and business concepts

• Willingness to travel as needed and work in a balanced hybrid environment

Ideally youll also have

• Exposure to familyowned businesses governance structures or private company advisory work
• Experience supporting complex analyses or preparing presentation materials for senior stakeholders
• Interest in how family dynamics ownership and governance impact longterm business success

What we look for

• We are interested in candidates who are curious analytical and motivated to develop as trusted advisors to businessowning families. Successful candidates thrive in a collaborative environment enjoy synthesizing complex information into practical insights and are eager to contribute to meaningful client work across strategy capital and governance topics. If you are ready to take ownership of your development and be part of a team supporting families build enduring enterprises this role is for you.