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

Overview

Business Tax Services - Private Tax Manager - High Net Worth Individuals at EY.

Location:

Anywhere in Country.

EY Private Tax is a growing practice serving privately held companies and their owners and families, including high-growth private companies across startup to multi-billion-dollar global private enterprises. You’ll be part of a growing global team and act as a key point of contact for a wide range of clients and colleagues, with opportunities for cross-border and cross-functional teaming. EY aims to support your development in both technical tax knowledge and leadership skills.

• Researching tax issues to develop effective tax planning strategies
• Translating complex data from various sources into client-ready insights and deliverables
• Building long-term relationships with clients to understand their needs and provide tailored service
• Communicating complex tax issues to non-tax professionals and clients
• Maintaining and sharing technical knowledge and best practices within the team
• Managing, coaching and developing a team of tax professionals, reviewing work and ensuring access to necessary tools and opportunities
• Identifying risks and opportunities to improve services and processes

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 organizations
• 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 and stakeholders from diverse backgrounds
• Willingness to travel as needed, in a balanced hybrid environment

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

• Tax professionals with a genuine interest in providing outstanding services to influential clients, including executives and owners and their families, maintaining and enhancing EY’s reputation for excellence

• Comprehensive compensation and benefits package, with a base salary range and Total Rewards including medical and dental coverage, pension and 401(k), and paid time off
• Hybrid work model with most client-serving roles expected to work in person 40-60% of the time
• Flexible vacation policy and designated leave for holidays and personal needs

EY focuses on high-ethical standards and integrity and offers reasonable accommodations for qualified individuals with disabilities. For candidate inquiries, contact EY Talent Shared Services.

EY | Building a better working world. EY teams work across services in assurance, consulting, tax, strategy and transactions, across more than 150 countries.

EY is an equal employment opportunity employer and provides accommodations to applicants and employees in accordance with applicable law.