US Seasonal Tax-Financial Services Organization- Private Tax-Senior Manager

US Seasonal Tax-Financial Services Organization - Private Tax - Senior Manager

The US Seasonal Tax-Financial Services Organization - Private Tax - Senior Manager role at EY is open. This role offers the opportunity to work with a diverse portfolio of tax planning and compliance projects for high net worth individuals and families.

Location:

Anywhere in Country

At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.

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 and Insurance.

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!

PCS is a growing practice within the organization, and you'll see that growth reflected in your career. 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. EY is a dynamic place to develop not only your technical tax knowledge, but also your professional leadership and business acumen.

You will review complex individual tax returns and provide income tax planning and advising for high net worth individuals and families, developing into a trusted advisor role to clients. You will work with specialists in International tax, state and local tax and asset management to deliver comprehensive solutions. You will 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.

• Performing high quality review of complex tax returns
• Extensive knowledge and experience handling hedge fund and Private equity K-1s
• Researching tax issues to develop effective tax planning strategies and translate complex data from a range of sources into client-ready insights and deliverables
• Building effective long-term relationships with clients, understanding their unique needs to provide tailored service
• Maintaining reputation in the field by constantly updating and sharing technical and best practice knowledge
• Identifying and reacting to risks and opportunities to improve services and processes

• A bachelor's degree in Accounting, supported by significant tax or financial planning experience
• CPA license or licensed Attorney required
• Minimum of 8 years of work experience in professional services or professional tax organization
• 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 diverse backgrounds
• Understanding of automated tax processing systems and laws within your area of technical professionalism

• Proven record in high net-worth tax planning
• Proven record in a professional services environment
• Experience in coaching and mentoring junior colleagues
• Strong analytical skills and attention to detail
• Ability to adapt work style to work with…