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

EY•Atlanta, GA

5d•$106,500 - $221,700•Hybrid

About The Position

EY Private Tax is a growing practice within EY, and you’ll see that growth reflected in your career. The team has a dedicated focus toward serving privately held companies and their owners and their families. These clients span from family-owned businesses to private equity owned companies. One thing they all have in common is they are high growth private companies. As many companies choose to no longer go public, this is an ever increasing and exciting group of companies from start-up companies all the way to multi-billion-dollar global private enterprises. With a diverse portfolio of interesting and challenging work, you’ll make an impact on some of the most technically demanding tax planning and compliance 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 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.

Requirements

A bachelor's degree in a related field, supported by significant tax, business or financial planning experience
A CPA certification or membership in The Bar
Typically, no less than 5 - 6 years relevant experience
Experience in professional services or professional tax organization
Experience with federal and state personal and trust taxation
Experience with flow through entities (S-Corps, Partnerships, LLC’s)
A thorough understanding of automated tax processing systems
Willingness to travel as needed, and working in a balanced hybrid environment
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.
Tax Compliance and Reporting Requirements
Tax Research and Analysis
Building and managing relationships
Leading teams

Nice To Haves

Experience with Gift, Estate and Trust tax planning and compliance is a plus.
Experience in coaching and mentoring junior colleagues, leading workstream delivery and tracking project status
Strong analytical skills and attention to detail
The ability to adapt your work style to work with both internal and client team members
Ability to implement resource plans and budgets for complex initiatives.
Experience managing engagement economics and identifying opportunities for additional services.
Exposure to leading RFP responses and participating in client working sessions.

Responsibilities

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 our clients, understanding their unique needs to provide a tailored service
Communicating complex tax issues to non-tax professionals and clients
Maintaining your reputation in your field by constantly updating and sharing your technical and finest practice knowledge
Managing, coaching and developing a team of tax professionals, reviewing work and helping to confirm they have the knowledge, tools and opportunities they need to excel
Identifying and reacting to risks and opportunities to improve our services and processes
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.