Tax Manager - Financial Services Organization - Private Tax

Location:

Chicago, Boston

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Tax – Business Tax Services Private Tax – Financial Services Organization - Manager

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 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.

You will be managing various responsibilities, from technical planning and advising of clients that include private entities (including C‑Corp, S‑Corp and Partnerships) as well as high‑profile individuals/families. You will coach and develop a highly trained team, all while handling activities with a focus on quality and commercial value. Other responsibilities include:

• 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

• A bachelor’s 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…