Tax - Business Tax Services - Private Tax Partnerships

EY•Atlanta, GA

5d•$106,500 - $221,700•Hybrid

About The Position

EY Private Tax is a growing practice within the organization, and you'll see that growth reflected in your career. The team has a dedicated focus toward serving privately held companies. 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 companies. 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. Having gained ample support and training from some of the most knowledgeable colleagues in the industry, there will be opportunities to progress to senior manager. 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.

Requirements

A bachelor's degree in a related field, supported by tax, business or financial planning experience.
A CPA certification or membership in The Bar.
Excellent collaboration and negotiation skills, and the confidence to challenge colleagues and stakeholders from a diverse range of backgrounds.
Typically, no less than 5 - 6 years relevant experience in professional services or professional tax organization.
Willingness to travel as needed.
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.
A commitment to continuing your learning.
Proficiency with tax software such as RIA, CCH IntelliConnect, OneSource, BNA or Lexis Nexis.
Experience in corporate or individual tax compliance and advisory is a plus
Experience in managing, coaching and mentoring junior colleagues.
Tax Compliance and Reporting Requirements
Data Analysis and Interpretation
Multijurisdictional Corporate and Personal Tax Structures
Organizational and Taxation Structure Design
Accounting Principles and Standards
Tax Research and Analysis
Tax Memo, Report, and Letter Writing
Application and Tool Analysis
Building and managing relationships
Leading teams

Nice To Haves

Experience leading workstream delivery and tracking project status.
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

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.
Support our senior managers through partners in providing tax services.
Balance time between compliance and planning, focusing on and interacting directly with our clients.
Effectively manage and deliver one or more processes, solutions, and projects, with a strong focus on quality and risk management.
Continuous process improvement, identifying innovative solutions through research and analysis, and applying best practices.
Guide and supervise professional employees or others to deliver complex technical initiatives, with accountability for performance and results.
Interpret internal and external issues, recommend quality solutions, and meet performance objectives and metrics in client service, risk management, sales, and business growth.
Preparing or reviewing federal and state tax returns for U.S. partnerships. This includes the preparation and review of foreign reporting requirements for cross border tax compliance such as foreign partnerships, foreign corporations, foreign disregarded entities, and foreign affiliate reporting.
Providing tax research, tax memoranda drafting, and assistance in quantitative modeling for private client tax advisory services.
Identifying and communicating significant tax matters to Senior Managers.
Liaising and relationship development with other service lines and other subject matter professionals.
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 best 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.
Lead workstream delivery and tracking project status.
Implement resource plans and budgets for complex initiatives.
Manage engagement economics and identifying opportunities for additional services.
Lead RFP responses and participating in client working sessions.