FY27 - Financial Services - Private Client Services - Tax Manager

Location:

New York

Other locations:
Anywhere in Region

Requisition

Location:

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

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 families, ranging from family-owned businesses to private equity–owned companies. These clients are high-growth private companies, from start‑ups to multi‑billion‑dollar global private enterprises. As many companies choose to remain private, this continues to be an expanding and exciting client base.

In return, you can expect plenty of support designed around your own personal skills and experience.

• 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.

You will provide technical tax planning and advisory services to clients that include private entities (including C‑Corps, S‑Corps, and Partnerships) as well as high‑profile individuals and families.

The core purpose of this role is to effectively manage and deliver one or more processes, solutions, and projects, with a strong focus on quality and risk management. You will be responsible for continuous process improvement, identifying innovative solutions through research and analysis, and applying best practices. The role offers the opportunity to guide and supervise professional employees or others to deliver complex technical initiatives, with accountability for performance and results.

You’ll apply your depth of expertise to interpret internal and external issues, recommend quality solutions, and meet performance objectives and metrics in client service, risk management, sales, and business growth. Regular travel may be required to meet client needs, and you’ll actively participate in client working sessions on a daily basis.

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

Success in this role will be driven by your ability to manage complex projects, deliver high‑quality solutions, and lead teams with broad visibility. Your analytical skills, commercial acumen, and ability to drive outcomes will set you apart.

• Demonstrated ability to manage and deliver processes, solutions, and…