Business Tax Services- Partner Firm- Manager

Location:

San Diego, Dallas, New York

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A company's "people investment" is one of its most significant investments and EY’s Partner of the Firm practice is supported by nationally sponsored, world-class technology and tools and a consistent process to deliver quality income tax returns. We are a specialized practice dedicated to serving the individual tax compliance needs of EY’s US based partners. There are no sales pressures or sales goals in our group.

We retain our annuity work and earn new work (newly promoted partners and direct admits) by providing exceptional client service to our existing client base.

As a Manager in Private Tax, you will be at the forefront of providing personal and private tax advice and compliance support to business owners, business-owning families, and owners of private wealth. You’ll advise on matters involving family, business entities, and private wealth management, including High Net Worth Individuals’ personal business matters, family and business governance, wealth transfer succession, family constitutions, and cross-border multijurisdictional families.

Key responsibilities include:

• Leading the delivery of tailored tax advice and compliance solutions for complex family and business structures.
• Supporting clients in wealth transfer, succession planning, and governance strategies.
• Navigating the unique challenges of multijurisdictional families and cross-border tax matters.

Depending on your unique skills and ambitions, you could be managing various responsibilities, from technical planning and advising of clients that include high-profile individuals of extremely high net worth, to preparation of their various tax return filing obligations. At all times you will be working to be a trusted advisor and role model for our people across multiple teams, making this a great place to develop a diverse network of collaborative colleagues

The core purpose of this role is to effectively manage and deliver one or more processes, solutions, and projects, with a strong focus on quality and risk management. You will be responsible for continuous process improvement, identifying innovative solutions through research and analysis, and applying best practices. The role offers the opportunity to guide and supervise professional employees or others to deliver complex technical initiatives, with accountability for performance and results.

You’ll apply your depth of expertise to interpret internal and external issues, recommend quality solutions, and meet performance objectives and metrics in client service, risk management, sales, and business growth. Regular travel may be required to meet client needs, and you’ll actively participate in client working sessions on a daily basis.

• Develop solutions to complex problems.
• Recommend changes to policies and establish procedures that affect your immediate work area and possibly the broader business function.
• Exercise judgment in selecting methods, techniques, and evaluation criteria for obtaining results.

Success in this role will be driven by your ability to manage complex projects, deliver high-quality solutions, and lead teams with broad visibility. Your analytical skills, commercial acumen, and ability to drive outcomes will set you apart.

• Managing a book of EY partner tax returns including regular communications
• Final review and signing of individual income tax return
• Communicating complex tax issues to non-tax professionals and clients
• Demonstrated ability to manage and deliver processes, solutions, and projects while maintaining a focus on quality and risk management.
• Experience in continuous process improvement and identification of innovative solutions through research and analysis.
• Identifying and…