Tax Acc - Business Tax Services - Private Client Services - Manager - Multiple Positions - 1702605

EY•San Jose, CA

1d•Hybrid

About The Position

EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even better. Join us and build an exceptional experience for yourself, and a better working world for all. The exceptional EY experience. It's yours to build. Provide tax-related domestic and cross-border planning and compliance assistance to clients, including business-connected individuals and their associated entities to meet complex demands for tax reporting, compliance and planning, and tax policy and controversy. Advise on areas such as global compliance and reporting, practice and procedure dealing with various federal and state tax authorities, tax performance advisory, business tax advisory, quantitative services and/or personal tax services. Research complex tax issues and deepen knowledge in individual income tax compliance and planning. Oversee the preparation of tax returns, interacting with the client to obtain outstanding information and make arrangements to file tax returns. Manage and motivate teams with diverse skills and backgrounds. Consistently deliver quality client services by monitoring progress. Demonstrate in-depth technical capabilities and professional knowledge. Maintain long-term client relationships and networks. Cultivate business development opportunities.

Requirements

Bachelor’s degree in Accounting, Finance, Economics, Tax, Law or a related field and 5 years of progressive, post-baccalaureate work experience in Tax and/or Financial Planning.
Master’s degree in Accounting, Finance, Economics, Tax, Law or related field and 4 years of work experience in Tax and/or Financial Planning.
4 years of experience in a professional services firm, or mid-sized/regional to large sized/national public accounting firm.
4 years of combined experience in 2 or more of the following: federal and state personal and trust taxation; flow through entities (S-Corps, Partnerships and LLCs); C-Corps including income tax provisional and consolidated federal and state tax returns; and/or high-net worth tax planning.
4 years of experience in conducting tax law research.
4 years of experience in one of the following automated tax processing systems: GoSystems, CS Planner, Excel, and/or Checkpoint SurePrep.
1 year of experience managing budgets and projects.
1 year of experience reviewing tax returns prepared by junior tax professionals.
Active US CPA certification, Masters degree in Law (LLM), and/or US state bar membership.
Must be a "United States worker" as defined by the U.S. Department of Labor regulations at 20 CFR 656.3.

Responsibilities

Provide tax-related domestic and cross-border planning and compliance assistance to clients, including business-connected individuals and their associated entities to meet complex demands for tax reporting, compliance and planning, and tax policy and controversy.
Advise on areas such as global compliance and reporting, practice and procedure dealing with various federal and state tax authorities, tax performance advisory, business tax advisory, quantitative services and/or personal tax services.
Research complex tax issues and deepen knowledge in individual income tax compliance and planning.
Oversee the preparation of tax returns, interacting with the client to obtain outstanding information and make arrangements to file tax returns.
Manage and motivate teams with diverse skills and backgrounds.
Consistently deliver quality client services by monitoring progress.
Demonstrate in-depth technical capabilities and professional knowledge.
Maintain long-term client relationships and networks.
Cultivate business development opportunities.