Business Tax Services - Private Tax Manager - High Net Worth Individuals

Overview

Location:

Anywhere in Country

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Tax – Business Tax Services – Private Tax HNWI - Manager

EY Private Tax is a growing practice within EY, focusing on privately held companies and their owners and families. Clients range from family-owned businesses to private equity owned companies. This role offers cross-border and cross-functional collaboration within a growing global team and exposure to technically demanding tax planning and compliance projects.

• Managing various responsibilities including technical planning and advising clients that include high-profile individuals and their families
• Coaching and developing a highly trained team while delivering work with a focus on quality and commercial value
• Building and maintaining long-term relationships with clients, understanding their unique needs to provide tailored service
• Translating complex data from diverse sources into client-ready insights and deliverables
• Researching tax issues to develop effective tax planning strategies
• Identifying risks and opportunities to improve services and processes

• A bachelor's degree in a related field with significant tax, business or financial planning experience
• A CPA certification or membership in The Bar
• Minimum of 5 years of work experience in professional services or professional tax organization
• Experience with federal and state personal and trust taxation
• Experience with flow-through entities (S-Corps, Partnerships, LLCs)
• Understanding of automated tax processing systems
• Experience with Gift, Estate and Trust tax planning and compliance is a plus
• Commitment to continuing learning; excellent collaboration and negotiation skills; ability to challenge senior colleagues
• Willingness to travel as needed, and ability to work in a balanced hybrid environment

• A 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 collaborate with internal and client teams

• Tax professionals with a genuine interest in providing outstanding services to influential clients, from C-Suite executives to owners and families

• Comprehensive compensation and benefits package with base salary ranges: $106,500 to $195,100 (US); $127,700 to $221,700 in NYC Metro Area, Washington State and California (excluding Sacramento). Total Rewards include medical/dental coverage, pension and 401(k), and paid time off options.
• Hybrid model: most client-facing work expected in person 40-60% of the time over engagements, projects, or year
• Flexible vacation policy with designated EY holidays, breaks, personal/family care leave, and other leave to support well-being

Are you ready to shape your future with confidence? Apply today. EY accepts applications on an ongoing basis. For California residents, additional information is available.

EY | Building a better working world

EY is committed to equal employment opportunities; information on accommodations for applicants with disabilities is available via EY’s Talent Shared Services Team.

• Mid-Senior level

• Full-time

• Business Development and Sales
• Industries:
  Professional Services

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