FY27 - Financial Services - Private Client Services - Tax Senior Manager

EY Studio+ Nederland•Boston, NY

4d•Hybrid

About The Position

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 the organization, and you’ll see that growth reflected in your career. You’ll be part of a growing global team and collaborate closely with colleagues across the organization. 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 Senior Manager in Private Tax, you will provide personal and private tax advice and compliance requirements to business owners, business-owning families, and owners of private wealth on matters involving family, their business entities, and private wealth management. You will also provide tax advice on High Net Worth Individuals’ personal business matters, including family and business governance, wealth transfer succession, family constitutions, and cross-border multijurisdictional families.

Requirements

Bachelor’s degree required (4-year degree) in accounting, supported by significant tax or financial planning experience
CPA license or a Licensed Attorney is required
Minimum of 8 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 income tax
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 and laws within your area of technical professionalism

Nice To Haves

Master's degree preferred
A proven record in high net-worth tax planning
A proven record in a professional services environment
Strong analytical skills and attention to detail
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 providing input on performance evaluations and hiring.
Familiarity with global regulatory compliance and advanced tax technology solutions.

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.
Reviewing complex individual tax returns and providing income tax planning and advisory services to high net worth individuals and families, allowing you to develop into a trusted advisor to clients.
Working with specialists in other areas, including International Tax, State and Local Tax, and Asset Management, to deliver comprehensive solutions to clients.
Effective management and delivery of complex processes, solutions, and/or projects, maintaining focus on quality and risk management while navigating operational and organizational dynamics.
Budget, delivery, and performance of complex processes, solutions, and/or projects to achieve performance objectives.
Building and managing client relationships, revenue generation, and/or managing commercial relationships.
Providing leadership and direction up to and including Managers across multiple activities, leading teams with broad visibility to achieve performance objectives.
Providing deep insight in a function or specialism through analysis and knowledge of best practices to solve complex problems, drive thought leadership and innovation, and meet performance objectives and metrics set locally through individual and/or team performance (client service, quality and risk management, sales and business growth, solution development and teaming, etc.).
Regular travel is required as needed by external clients, and you will manage client relationships and lead client engagements (planning, execution, closure) on a daily basis.
Performing high-quality review of complex tax returns
Demonstrating extensive knowledge and experience handling hedge fund and private equity K-1s
Researching tax issues to develop effective tax planning strategies and translating complex data from a range of sources into client-ready insights and deliverables
Maintaining and enhancing your technical expertise by staying current with tax developments and best practices
Exercises judgment in selecting methods, techniques, and evaluation criteria for obtaining results.
Develops solutions to complex problems.
Recommends changes to policies and establishes procedures that affect immediate work area and possibly the business function within own area/department.