FY27 - Financial Services - Private Client Services - Tax Manager

EY Studio+ Nederland•Boston, NY

4d•Hybrid

About The Position

The opportunity EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry – the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team! 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 families, ranging from family-owned businesses to private equity–owned companies. These clients are high-growth private companies, from start-ups to multi‑billion‑dollar global private enterprises. As many companies choose to remain private, this continues to be an expanding and exciting client base. In return, you can expect plenty of support designed around your own personal skills and experience. 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

Bachelor’s degree required (4-year degree) in a related field, supported by significant tax, business or financial planning experience
CPA certification
Licensed Attorney
Minimum of 5 years of work experience in professional services or professional tax organization
A thorough understanding of estate and wealth planning
Experience with federal and state personal and trust taxation
Experience with flow through entities (S-Corps, Partnerships, LLC's)
Experience with C-Corps including income tax provisions and consolidated federal and state tax returns
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
A commitment to continuing your learning

Nice To Haves

A proven record in tax planning for owners and families
A proven record in a professional services environment
Experience in coaching and mentoring junior colleagues
The ability to adapt your work style to work with both internal and client team members
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.
Provide technical tax planning and advisory services to clients that include private entities (including C‑Corps, S‑Corps, and Partnerships) as well as high‑profile individuals and families.
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.
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.
Translate complex data from a range of sources into client-ready insights and deliverables.
Build effective long-term relationships with our clients, understanding their unique needs to provide a tailored service.
Communicate complex tax issues to non-tax professionals and clients.
Maintain your reputation in your field by constantly updating and sharing your technical and finest practice knowledge.
Manage, coach, and develop a team of tax professionals, reviewing work and helping to confirm they have the knowledge, tools, and opportunities they need to excel.