FY- Financial Services - Private Client Services - Tax Manager

Location

Boston, Chicago, Dallas, Hoboken, Irvine, Los Angeles, New York.

EY is a global professional services firm with a dedicated Financial Services Organization. In the Private Tax practice, we serve privately held companies and their owners and families, ranging from start‑ups to multi‑billion‑dollar enterprises.

• Lead delivery of tailored tax advice and compliance solutions for complex family and business structures.
• Support clients in wealth transfer, succession planning, and governance strategies.
• Navigate challenges of multijurisdictional families and cross‑border tax matters.
• Provide technical tax planning and advisory services to private entities and high‑profile individuals and families.
• Manage and deliver processes, solutions, and projects with a focus on quality and risk management.
• Guide and supervise professional employees to deliver complex technical initiatives.
• Apply expertise to interpret internal and external issues, recommend quality solutions, and meet performance objectives.
• Engage in client working sessions and travel as required.

• 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 clients, understanding their unique needs to provide tailored service.
• Communicate complex tax issues to non‑tax professionals and clients.
• Maintain reputation in the field by constantly updating and sharing technical and best‑practice knowledge.
• Manage, coach, and develop a team of tax professionals, review work, and help confirm they have the knowledge, tools, and opportunities needed to excel.

• 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.

• Bachelor’s degree (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 a professional tax organization.
• Thorough understanding of estate and wealth planning.
• Experience with federal and state personal and trust taxation.
• Experience with flow‑through entities (S‑Corps, Partnerships, LLCs).
• Experience with C‑Corps, including income tax provisions and consolidated federal and state tax returns.
• Excellent collaboration and negotiation skills, and confidence to challenge senior colleagues and stakeholders from diverse backgrounds.
• Thorough understanding of automated tax processing systems.
• Commitment to continuing learning.

• Proven record in tax planning for owners and families.
• Proven record in a professional services environment.
• Experience in coaching and mentoring junior colleagues.
• Ability to adapt 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…