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About the Role

As a Manager in Private Tax at EY, you will be at the forefront of providing personal and private tax advice and compliance support to business owners, business-owning families, and owners of private wealth. You will advise on matters involving family, business entities, and private wealth management, including High Net Worth Individuals’ personal business matters, family and business governance, wealth transfer succession, family constitutions, and cross-border multijurisdictional families.

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.
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.
Effectively manage and deliver one or more processes, solutions, and projects, with a strong focus on quality and risk management.
Continuous process improvement, identifying innovative solutions through research and analysis, and applying best practices.
Guide and supervise professional employees or others to deliver complex technical initiatives, with accountability for performance and results.
Interpret internal and external issues, recommend quality solutions, and meet performance objectives and metrics in client service, risk management, sales, and business growth.
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 finest practice knowledge.
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.

Requirements

Bachelor’s degree required (4-year degree) in a related field, supported by significant tax, business or financial planning experience.
CPA certification or Licensed Attorney.
Minimum of 5 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 taxation.
Experience with flow through entities (S-Corps, Partnerships, LLC's).
Experience with C-Corps including income tax provisions and consolidated federal and state tax returns.
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.
A commitment to continuing your learning.
A proven record in tax planning for owners and families.
A proven record in a professional services environment.
Experience in coaching and mentoring junior colleagues.
The ability to adapt your 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 participating in client working sessions.

Skills

Strong leadership skills
Strong analytical skills
Commercial acumen
Ability to drive outcomes
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.
Excellent collaboration and negotiation skills
Adaptability
Commercial mindedness
Commitment to continuous learning and innovation

Location

Boston
Chicago
Dallas
Hoboken
Irvine
Los Angeles
New York

Work Type

Hybrid

Experience Level

Manager
Minimum of 5 years of work experience

Education Level

Bachelor's degree required (4-year degree) in a related field

Salary/Compensations

US base salary range: $106,500 to $195,100
New York City Metro Area, Washington State and California (excluding Sacramento) base salary range: $127,700 to $221,700

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 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.
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.
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.