US Seasonal Tax-Financial Services Organization- Private Tax-Senior Manager

US Seasonal Tax-Financial Services Organization – Private Tax – Senior Manager

Join EY’s Private Tax practice as a Senior Manager and become a trusted advisor for high‑net‑worth individuals and families.

Anywhere in Country

As part of the growing Financial Services Organization (FSO), you will work on technically demanding tax planning and compliance projects, collaborating with International tax, State & Local tax and Asset Management specialists. You will act as a key point of contact for clients and colleagues, supporting cross‑border and cross‑functional teaming while developing your leadership and business acumen.

• Review complex individual tax returns and provide high‑net‑worth income tax planning and advice.
• Collaborate with International tax, State & Local tax and Asset Management specialists to deliver comprehensive solutions.
• Manage, coach and develop a team of tax professionals, reviewing work and ensuring they have the tools and opportunities to excel.

• Perform high‑quality review of complex tax returns.
• Extensive knowledge of hedge fund and private equity K‑1s.
• Research tax issues to develop effective planning strategies and deliver client‑ready insights.
• Build long‑term client relationships and tailor services to unique needs.
• Maintain reputation by sharing technical best practice knowledge.
• Identify and react to risks and opportunities to improve services and processes.

• A bachelor's degree in Accounting with significant tax or financial planning experience.
• CPA license or licensed Attorney required.
• Minimum of 8 years of experience in professional services or a professional tax organization.
• Thorough understanding of estate and wealth planning.
• Experience with federal and state personal and trust income tax.
• Excellent collaboration and negotiation skills; confidence to challenge senior colleagues and stakeholders from diverse backgrounds.
• Comprehensive understanding of automated tax processing systems and relevant laws.

• Proven record in high‑net‑worth tax planning.
• Proven record 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 team members.

We seek tax professionals with a genuine interest in providing outstanding services to the world’s most influential people. Your role will involve building trust and maintaining EY’s reputation for excellence.

• The salary range for this position in all US locations is $120/hr to $150/hr individual salaries within that range are determined by education, experience, skills and geography.
• Future‑focused skill development, world‑class experiences and a flexible environment.
• Empowerment, inclusive culture and a globally connected team.

EY provides equal employment opportunity to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity, 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 need assistance, please contact 1‑800‑EY‑HELP3 (Option 2 for candidate inquiries, Option 1 for candidate queries, Option 2 for candidates with inquiries).

Mid‑Senior level

Full‑time

Other

Professional Services