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 budgets for complex initiatives.
• Experience managing engagement economics and identifying opportunities for additional services.
• Exposure to leading RFP responses and participation in client working sessions.

We seek top performers who are passionate about delivering high‑quality solutions, thrive in dynamic environments, and demonstrate strong leadership and analytical skills. The ideal candidate is…