
Senior Tax Associate – High Net Worth Clients & Family Office Services Jobot
- $120,000–$140,000 Per Year
| Location | New York, NY |
| Salary | $151,200–$252,100 Per Year |
At EY, we're all in to shape your future with confidence.
We'll 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.
EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry - the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team!
The opportunity
The Product and Experience Design (PxD) Team, part of the Platforms competency within FSO Technology Consulting, works collaboratively with clients to transform their businesses through disruptive innovation and human-centered design. The team helps clients modernize systems, processes, operating structures and products, while applying AI-enabled methods to improve how opportunities are identified, concepts are tested, requirements are developed and product decisions are made. We support the development of high-performing business and customer-facing platforms and services in a rapidly changing and competitive environment. Our team helps clients sustain competitive advantage and profitability by defining technology and product strategies, designing AI-enabled solutions and supporting the execution of complex transformations.
We are looking for an experienced, passionate and results-oriented Product Manager who combines strong product judgment with practical experience using AI-enabled tools and methods to bring products and product organizations to market. The successful candidate will be an effective problem solver who can identify where AI can improve product outcomes, redesign product workflows and decision-making, and guide multidisciplinary teams in the responsible adoption of new capabilities.
Your key responsibilities
The goal is to help our clients transform their businesses through AI-enabled product management. As a Product Manager, you will work with multidisciplinary feature teams, including user experience experts, architects, engineers, data and AI specialists, risk professionals and others, to define and launch products and services for large global organizations. You will use user-centered, data-driven and AI-enabled methods to synthesize research, identify unmet needs, generate and evaluate concepts, define measurable outcomes and accelerate product decisions. You will advocate for users throughout the product lifecycle and apply human judgment to validate AI-generated insights and outputs. You can simplify complex processes and touchpoints, prioritize opportunities and use rapid experimentation and prototype-driven development to deliver exceptional experiences. You are a strategic thinker who can define product roadmaps, manage backlogs, make timely evidence-based decisions and coordinate teams to release quality products within planned timelines. You understand modern platform structures, cloud architectures, digital platforms and enablers, data strategy considerations, and the opportunities and limitations of AI-enabled products. You can also define appropriate human and agent authorities, evaluation approaches, controls and feedback loops for AI-enabled features in complex, regulated environments. In addition, you understand how product and delivery organizations are structured and how their roles, governance and ways of working must evolve as AI becomes embedded across the product lifecycle. Outside client engagements, you have experience with business development activities, including pursuits and proposals, and practice-building activities such as mentoring teams and developing and delivering training.
Skills and attributes for success
Strategy and Organization
Develop product and AI strategies that align with business objectives, identify where AI can create differentiated customer or business value, and account for technology, data, experience design, risk and adoption considerations.
Define product organization and operating models, including product taxonomy, organizational structure, funding methods, product delivery processes, governance models and decision rights, that help clients allocate funding, prioritize work and improve delivery quality and efficiency. Incorporate the roles, skills, human and agent authorities, controls and ways of working required for AI-enabled product development.
Improve portfolio management by using product metrics, OKRs and AI-enabled insight generation to compare opportunities, test assumptions, align investment to business objectives and increase the transparency and traceability of decisions and outcomes.
Technology Delivery
Drive technology delivery by using AI-enabled research synthesis and requirements tools to translate product vision, customer insights, business rules, process information and enterprise knowledge into traceable business requirements, user stories and acceptance criteria; validate generated outputs with subject-matter experts; and prioritize backlogs and maintain roadmaps.
Lead cross-functional teams of designers, engineers, data and AI specialists, risk professionals and testers through the product and software development lifecycles, using AI-assisted prototyping and simulation to test concepts, workflows and value hypotheses before scaling implementation and deployment.
Advocate for and operationalize cross-functional practices including user testing, experimentation, functional and regression test automation, AI model and agent evaluations, and alignment with industry, client, risk and regulatory standards.
Product Enablement
Use traditional and AI-enabled product management toolsJIRA, Azure DevOps, Aha!, Productboard and requirements repositories, as well as AI assistants, enterprise knowledge tools and prototype-driven development platforms, to support discovery, prioritize opportunities, develop requirements, test concepts and deliver technology solutions.
Use product analytics software and frameworks, such as Pendo and Amplitude, together with AI-enabled qualitative and quantitative analysis, to synthesize user feedback, research, behavioral data and product performance; identify patterns and unmet needs; and translate findings into testable hypotheses and actionable recommendations.
Advise on and implement best practices and standards for experience design, agile delivery, technology, data and responsible AI, adapting methods to each client's maturity, risk profile and regulatory obligations.
Embed AI-enabled methods across the product lifecycle to improve speed, quality and decision-making, including opportunity discovery, research synthesis, concept generation, rapid prototyping, requirements development, backlog refinement, product analytics and release planning. Select appropriate tools and models, define reusable prompts and workflows, validate outputs and establish safeguards for responsible use.
Define and operationalize governance for AI-enabled products, including use-case intake, model and tool selection, evaluation criteria, human oversight, data and privacy controls, explainability, monitoring, escalation and ongoing performance management.
Core Consulting
Construct and communicate a compelling, evidence-based story that helps clients understand potential changes, associated benefits, AI-related risks and required operating-model implications, and rallies stakeholders around a clear path to adoption.
Own the desired outcomes defined in client engagements and carry through to implementation
Manage service delivery, identifying future sales opportunities, and supporting practice development activities.
Maintain long-term client relationships and networks and cultivate business development opportunities.
Effectively work with client engagement teams with diverse skills and backgrounds fostering an innovative and inclusive work environment.
Demonstrate an understanding of the current technology and AI environment, relevant financial services trends and the evolving product management toolchain, and provide practical recommendations for engagement delivery and client service issues.
To qualify for the role you must have
Ideally, you'll also have
What we look for
We're interested in self-motivated individuals who can easily function in a high demand, performance-driven environment. In addition we're looking for people who recognize the accomplishments of the team before the individual and are sought after as people developers. If you're passionate about problem-solving and helping our clients with some of their most complex issues, this role is for you.
What we offer you
At EY, we harness our collective strength to empower you to shape your future with confidence through professional growth, personal fulfillment and an inclusive culture. Learn more at ey.com/us/careers.
We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job is:
Bay Area California offices - $157,600 to $262,600
All other offices locations in the US, including Sacramento - $125,900 to $231,100
Individual salaries within these ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll 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 | 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.
All in to shape the future with confidence.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national 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 EY's Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com.



