Business Tax Services - Private Tax Manager - High Net Worth Individuals

Overview

Business Tax Services - Private Tax Manager - High Net Worth Individuals

Location:

Anywhere in Country

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Tax – Business Tax Services – Private Tax HNWI - Manager

The opportunity

EY Private Tax is a growing practice within EY, with a focus on serving privately held companies and their owners and families. Clients range from family-owned businesses to private equity owned companies, spanning start-ups to multi-billion-dollar global private enterprises. You will work on technically demanding tax planning and compliance projects, acting as a key point of contact for a wide range of clients and colleagues, with opportunities for cross-border and cross-functional teaming.

EY supports your development of technical tax knowledge, leadership, and business acumen.

Your Key Responsibilities

Depending on your unique skills and ambitions, you could be managing various responsibilities, from technical planning and advising clients that include high-profile individuals and their families. You will act as a trusted advisor and role model across multiple teams, building a diverse network of colleagues. You will coach and develop a highly trained team while focusing on quality and commercial value.

• Researching tax issues to develop effective tax planning strategies
• Translating complex data from a range of sources into client-ready insights and deliverables
• Building effective long-term relationships with clients, understanding their unique needs to provide a tailored service
• Communicating complex tax issues to non-tax professionals and clients
• Maintaining your reputation by updating and sharing technical knowledge and best practices
• Managing, coaching and developing a team of tax professionals, reviewing work and ensuring the team has the tools to excel
• Identifying and reacting to risks and opportunities to improve services and processes

Skills And Attributes For Success

To qualify for the role, you must have:

• A bachelor’s degree in a related field, with significant tax, business or financial planning experience
• A CPA certification or membership in The Bar
• Minimum of 5 years of work experience in professional services or professional tax organization
• Experience with federal and state personal and trust taxation
• Experience with flow-through entities (S-Corps, Partnerships, LLCs)
• Understanding of automated tax processing systems
• Experience with Gift, Estate and Trust tax planning and compliance is a plus
• Commitment to continuing learning
• Excellent collaboration and negotiation skills, and the confidence to challenge senior colleagues
• Willingness to travel as needed and to work in a balanced hybrid environment

Ideally, you’ll also have

• Proven experience in a professional services environment
• Experience in coaching and mentoring junior colleagues
• Strong analytical skills and attention to detail
• Ability to adapt work style to collaborate with internal and client teams

What We Look For

• Tax professionals with a genuine interest in providing outstanding services to influential individuals. You’ll work with executives and owners and families, using your experience to maintain and enhance EY’s reputation for excellence.

What We Offer You

• Comprehensive compensation and benefits package, with base salary ranges and Total Rewards, including medical and dental coverage, pension and 401(k), and paid time off.
• Hybrid model with most client-facing roles expected to be in person 40-60% of the time.
• Flexible vacation policy and designated holidays and leaves to support well-being.

Are you ready to shape your future with confidence? Apply today.

EY accepts applications on an ongoing basis. For California residents, additional information is available. EY is an equal opportunity employer and provides reasonable accommodations for qualified individuals with disabilities.

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Business Development and Sales

Industries

• Professional Services