Business Tax Services - Private Tax - Partnerships - Senior Manager

EY • Orlando, FL

1d • $132,100 - $342,700 • Hybrid

About The Position

EY is hiring a Senior Manager in its growing Private Tax practice, serving privately held companies and their owners and families, from family-owned businesses and private-equity-owned companies to start-ups and multibillion-dollar global private enterprises. The role involves technically demanding tax planning and compliance work and collaboration across global, cross-border, and cross-functional teams.

The Senior Manager provides personal and private tax advice and compliance services to business owners, business-owning families, and owners of private wealth. Work includes 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. The role leads complex client engagements and teams, manages client relationships and commercial considerations, and contributes to account strategy and business growth.

The position is part of EY’s team-led, leader-enabled hybrid model. Most external, client-serving employees are expected to work together in person 60% of the time over the course of an engagement, project, or year. Regular travel is required as needed by external clients. The role is available in Miami, Boca Raton, Jacksonville, Orlando, Tallahassee, and Tampa.

Requirements

• Bachelor’s degree in a related field, supported by significant tax, business, or financial planning experience, and CPA certification or membership in The Bar.
• At least 8 years of work experience in professional services or a professional tax organization.
• Thorough understanding of estate and wealth planning, and experience with federal and state personal and trust income tax.
• Experience with flow-through entities, including S-Corps, partnerships, and LLCs.
• Experience with C-Corps, including income tax provisions and consolidated federal and state tax returns.
• Excellent collaboration and negotiation skills, including confidence challenging senior colleagues and stakeholders from diverse backgrounds.
• Thorough understanding of automated tax processing systems and laws within the relevant area of technical professionalism.
• Experience managing budgets and projects.
• Ability to manage complex projects and deliver high-quality solutions while maintaining a focus on quality and risk management.
• Experience building and managing client relationships, generating revenue, and managing commercial relationships.
• Proven ability to lead and direct teams across multiple activities to achieve performance objectives.
• Ability to apply deep functional or specialty knowledge and best practices to solve complex problems and drive thought leadership and innovation.
• Track record of meeting individual and/or team performance objectives across client service, quality and risk management, sales and business growth, solution development, and teaming.
• Specialized skills in tax compliance and reporting, data analysis and interpretation, accounting principles and standards, tax research and analysis, relationship building and management, and client trust and value.

Nice To Haves

• Proven record in tax planning for owners and their families.
• Proven record in a professional services environment.
• Experience coaching and mentoring junior colleagues.
• Executive presence and business development skills.
• Strong analytical skills and attention to detail.
• Ability to adapt work style to collaborate with internal and client team members.
• Experience leading engagement delivery and managing engagement economics.
• Ability to develop resource plans and budgets for large-scale projects.
• Experience collaborating with senior management and contributing to performance evaluations and hiring.
• Familiarity with global regulatory compliance and advanced tax technology solutions.

Responsibilities

• Lead the delivery of tailored tax advice and compliance solutions for complex family and business structures.
• Support clients with wealth transfer, succession planning, and governance strategies.
• Address cross-border tax matters and the needs of multijurisdictional families.
• Manage technical tax planning and advisory work for private entities, including C-Corps, S-Corps, and partnerships, as well as high-profile individuals.
• Coach and develop a highly trained team while maintaining a focus on quality and commercial value.
• Partner with teams and partners to develop account strategies and identify and deliver additional client services.
• Manage and deliver complex processes, solutions, and projects, with attention to quality and risk management.
• Manage client relationships and lead client engagements through planning, execution, and closure.
• Manage or contribute to budgets, delivery, performance, revenue generation, and commercial relationships for projects and client accounts.
• Provide leadership and direction to teams across multiple activities, including Managers.
• Use analysis and knowledge of best practices to solve complex problems and drive thought leadership and innovation.
• Meet performance objectives and metrics involving client service, quality and risk management, sales and business growth, solution development, and teaming.
• Research tax issues and develop effective tax planning strategies.
• Translate complex data from multiple sources into client-ready insights and deliverables.
• Communicate complex tax issues to clients and non-tax professionals.
• Build long-term client relationships by understanding client needs and providing tailored service.
• Maintain and share current technical and best-practice knowledge.
• Identify risks and opportunities to improve services and processes.
• Exercise judgment in selecting methods, techniques, and evaluation criteria; develop solutions to complex problems; and recommend policy changes or establish procedures affecting the immediate work area or business function.

Benefits

• Medical coverage
• Dental coverage
• Pension plans
• 401(k) plans
• Flexible vacation policy
• Paid holidays
• Winter and summer breaks
• Personal and family care time off
• Other leaves of absence to support physical, financial, and emotional well-being

What This Job Offers

• Job Type: Full-time
• Career Level: Senior