Tax - Business Tax Services - Private Tax - International - Manager

EY•Hartford, DC

4d•$116,200 - $242,000•Hybrid

About The Position

EY Private is a growing practice within the organization, and you’ll see that growth reflected in your career. With a diverse portfolio of interesting and challenging work, you’ll make an impact on some of the most technically demanding tax planning projects around. You’ll be part of a growing global team, acting as a key point of contact for a wide range of clients and colleagues. This is an opportunity for cross-border and cross-functional teaming. In return, you can expect plenty of support designed with your own personal skills and experience. EY is a dynamic place to develop not only your technical tax knowledge, but also your professional leadership and business acumen. As a Manager in Private Tax, you will be at the forefront of providing personal and private tax advice and compliance support to 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.

Requirements

A bachelor's degree in a related field, supported by significant tax and a CPA certification or membership in The Bar.
Minimum of 5 years of work experience in professional services or professional tax organization.
A thorough understanding of estate and wealth planning; as well as experience with federal and state personal and trust income tax.
Excellent collaboration and negotiation skills, and the confidence to challenge senior colleagues and stakeholders from a diverse range of backgrounds.
A thorough understanding of automated tax processing systems and laws within your area of technical professionalism.
Experience managing budgets and projects.
Bachelor’s degree required (4-year degree).
Typically, no less than 5 - 6 years relevant experience.
International Tax Planning
Tax Research and Analysis
Client trust and value
Emotional Agility
Leading teams
Managing change
Negotiation and influencing
Global Mindset
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.
Proven ability to guide and supervise others to deliver complex technical initiatives, with accountability for performance and results.
Depth of expertise in interpreting internal and external issues to recommend quality solutions.
Track record of meeting performance objectives and metrics in client service, risk management, sales, and business growth.
Experience with relevant tax processing programs, and application of AI to data optimization and return process are essential skills.

Nice To Haves

A proven record in high net-worth tax planning.
A proven record in a professional services environment.
Experience in coaching and mentoring junior colleagues.
Executive presence and business development skills.
Strong analytical skills and attention to detail.
The ability to adapt your work style to work with both internal and client team members.
Experience leading workstream delivery and tracking project status.

Responsibilities

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.
Managing various responsibilities, from technical planning and advising of clients that include high-profile individuals of extremely high net worth, and expectations to match.
Acting as a trusted advisor and role model for our people across multiple teams.
Personally coaching and developing a highly trained team, all while handling activities with a focus on quality and commercial value.
Guiding and supervising professional employees or others to deliver complex technical initiatives, with accountability for performance and results.
Applying 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.
Actively participating in client working sessions.
Applying rules related to controlled foreign corporations and passive foreign investment companies onto tax returns.
Applying foreign tax treaties and foreign tax credits.
Preparing form 1040, 1041 and 1065 and significant experience preparing or advising on domestic income and transfer tax and/or U.S. international informational returns (Forms 5471, 8858, 8865, 1040, 1041, 1065, 3520, 3520A).
Preparing or reviewing US federal and state tax returns for high net worth individual US citizens living abroad, US residents holding nonUS assets, or foreign nationals holding US assets.
Preparing and reviewing the foreign info reporting requirements for cross border tax compliance such as foreign corporations, foreign partnerships, foreign disregarded entities and foreign trusts.
Designing pre-immigration tax plans.
Classification of trusts for US tax purposes, and review of forms 3520.
Assisting with US exit planning.
Handling FIRPTA.
Forming the US tax piece of multi-jurisdictional inheritance/succession, including the use of trusts, both domestic and foreign.
Identifying foreign reporting obligations.
Preparing tax memorandums and opinions.
Translating complex data from a range of sources into client-ready insights and deliverables.
Supporting the Private practice with relevant tax analysis and addressing new trends/market opportunities.
Working closely with rotators from domestic teams, individuals on rotation from foreign affiliated firms, and the global deployment services team.
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 reputation in the field by constantly updating and sharing technical and finest practice knowledge.
Managing complex projects, delivering high-quality solutions, and leading teams with broad visibility.
Managing and delivering 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.
Guiding and supervising others to deliver complex technical initiatives, with accountability for performance and results.
Interpreting internal and external issues to recommend quality solutions.
Meeting performance objectives and metrics in client service, risk management, sales, and business growth.
Managing engagement economics and identifying opportunities for additional services.