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About the Role

As a Senior Manager in Private Tax, you will provide personal and private tax advice and compliance requirements to business owners, business-owning families, and owners of private wealth. You will also provide tax advice on High Net Worth Individuals’ personal business matters, including family and business governance, wealth transfer succession, family constitutions, and cross-border multijurisdictional families. The core purpose of this role is the effective management and delivery of complex processes, solutions, and/or projects, maintaining focus on quality and risk management while navigating operational and organizational dynamics.

Responsibilities

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.
Reviewing complex individual tax returns and providing income tax planning and advisory services to high net worth individuals and families.
Working with specialists in other areas, including International Tax, State and Local Tax, and Asset Management, to deliver comprehensive solutions to clients.
Managing and delivering complex processes, solutions, and/or projects, maintaining focus on quality and risk management.
Building and managing client relationships, revenue generation, and/or managing commercial relationships.
Providing leadership and direction up to and including Managers across multiple activities, leading teams with broad visibility to achieve performance objectives.
Providing deep insight in a function or specialism through analysis and knowledge of best practices to solve complex problems, drive thought leadership and innovation.
Managing client relationships and leading client engagements (planning, execution, closure) on a daily basis.
Performing high-quality review of complex tax returns.
Researching tax issues to develop effective tax planning strategies and translating complex data from a range of sources into client-ready insights and deliverables.
Maintaining and enhancing technical expertise by staying current with tax developments and best practices.
Developing solutions to complex problems.
Recommending changes to policies and establishing procedures that affect immediate work area and possibly the business function within own area/department.

Requirements

Bachelor’s degree required (4-year degree) in accounting, supported by significant tax or financial planning experience; master's degree preferred.
CPA license or a Licensed Attorney is required.
Minimum of 8 years of work experience in professional services or professional tax organization.
A 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 a diverse range of backgrounds.
A thorough understanding of automated tax processing systems and laws within your area of technical professionalism.
Demonstrated ability to manage and deliver complex processes, solutions, and projects while maintaining a focus on quality and risk management.
Experience in building and managing client relationships, revenue generation, and commercial relationship management.
Proven leadership and direction for teams across multiple activities to achieve performance objectives.
Deep insight in a function or specialism through analysis and knowledge of best practices to solve complex problems, drive thought leadership and innovation.
Track record of meeting performance objectives and metrics through individual and/or team performance in client service, quality and risk management, sales and business growth, solution development, and teaming.
A proven record in high net-worth tax planning.
A proven record in a professional services environment.
Strong analytical skills and attention to detail.
Experience leading engagement delivery and managing engagement economics.
Ability to develop resource plans and budgets for large-scale projects.
Experience collaborating with senior management and providing input on performance evaluations and hiring.
Familiarity with global regulatory compliance and advanced tax technology solutions.
Top performers who are passionate about delivering high-quality solutions, thrive in dynamic environments, and demonstrate strong leadership and analytical skills.
Adaptable, commercially minded, and committed to continuous learning and innovation.

Skills

Tax advice and compliance
Wealth transfer
Succession planning
Governance strategies
Multijurisdictional families
Cross-border tax matters
Income tax planning
Advisory services
Client relationship management
Revenue generation
Commercial relationship management
Leadership
Team management
Problem-solving
Thought leadership
Innovation
Client service
Quality and risk management
Sales and business growth
Solution development
Teaming
Analytical skills
Commercial acumen
Collaboration
Negotiation
Automated tax processing systems
Estate and wealth planning
Federal and state personal and trust income tax
Hedge fund and private equity K-1s
Tax research
Global regulatory compliance
Advanced tax technology solutions

Location

Boston
Hoboken
New York

Work Type

Hybrid

Experience Level

Senior Manager
Minimum of 8 years of work experience

Education Level

Bachelor's degree required (4-year degree) in accounting
Master's degree preferred

Salary/Compensations

US base salary range: $132,100 to $301,600
New York City Metro Area, Washington State and California (excluding Sacramento) base salary range: $158,500 to $342,700

Benefits

Medical and dental coverage
Pension and 401(k) plans
Wide range of paid time off options
Flexible vacation policy
Time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence

About the Company

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 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.
EY is a dynamic place to develop not only technical tax knowledge, but also professional leadership and business acumen.
EY focuses on high-ethical standards and integrity among its employees.
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions.
Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.

Equal Opportunity

EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities.