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

Overview

Business Tax Services - Private Tax Manager - High Net Worth Individuals  Private Tax is a growing practice focused on privately held companies, their owners and families, including cross-border and cross-functional work. This role involves serving high-growth private companies and their owners, providing technically demanding tax planning and compliance support, and working with a global team to deliver quality client service.

• 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 tailored service
• Communicating complex tax issues to non-tax professionals and clients
• Maintaining your reputation in the field by updating and sharing technical knowledge and best practices
• Managing, coaching and developing a team of tax professionals, reviewing work and ensuring they have the tools to excel
• Identifying and responding to risks and opportunities to improve services and processes

• 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
• A commitment to continuing learning
• Excellent collaboration and negotiation skills, with the confidence to challenge senior colleagues and stakeholders
• Willingness to travel as needed and to work in a hybrid environment

• Experience coaching and mentoring junior colleagues
• Strong analytical skills and attention to detail
• The ability to adapt work style to collaborating with internal and client teams

• Tax professionals with a genuine interest in delivering outstanding services to influential people, from C-Suite executives to owners and families

• Comprehensive compensation and benefits package, with a base salary range reflecting location and experience;
  Total Rewards includes medical and dental coverage, pension and 401(k), and paid time off
• Hybrid work model with a balance of in-person and remote work
• Flexible vacation policy and designated holidays and leaves to support well-being

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 other legally protected status. EY is committed to reasonable accommodation for qualified individuals with disabilities. For assistance applying or to request an accommodation, please contact EY’s Talent Shared Services Team or email

• Mid-Senior level

• Full-time