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The opportunity

Will you shape the future or will the future shape you?

EY 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 their families. These clients span from family-owned businesses to private equity owned companies. One thing they all have in common is they are high growth private companies. As many companies choose to no longer go public, this is an ever increasing and exciting group of companies from start-up companies all the way to multi-billion-dollar global private enterprises. With a diverse portfolio of interesting and challenging work, you'll make an impact on some of the most technically demanding tax planning and compliance projects around. You'll be part of a growing global team, acting as a key point of contact for a wide range of clients and colleagues. This is an opportunity for cross-border and cross-functional teaming. In return, you can expect plenty of support designed with your own personal skills and experience. EY is a dynamic place to develop not only your technical tax knowledge, but also your professional leadership and business acumen.

As a Manager in Private Tax, 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'll 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. Key responsibilities include:

+ 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.

Your key responsibilities

Depending on your unique skills and ambitions, you could be managing various responsibilities, from technical planning and advising of clients that include high-profile individuals and their families. That will make you a trusted advisor and role model for your clients and our people across multiple teams, making this a great place to develop a diverse network of collaborative colleagues. Whatever you find yourself doing, you'll personally coach and develop a highly trained team, all while handling activities with a focus on quality and commercial value.

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.

Responsibilities include:

+ Researching tax issues to develop effective tax planning strategies

+ Translating complex data from a range of sources into client-ready insights and deliverables

+ Building effective long-term relationships with our clients, understanding their unique needs to provide a tailored service

+ Communicating complex tax issues to non-tax professionals and clients

+ Maintaining your reputation in your field by constantly updating and sharing your technical and finest practice knowledge

+ Managing, coaching and developing a team of tax professionals, reviewing work and helping to confirm they have the knowledge, tools and opportunities they need to excel

+ Identifying and reacting to risks and opportunities to improve our services and processes

+ 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.

Skills and attributes for success

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.

To qualify for the role, you must have

+ A bachelor's degree in a related field, supported by significant tax, business or financial planning experience

+ A CPA certification or membership in The Bar

+ Typically, no less than 5 - 6 years relevant experience

+ 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, LLC's)

+ A thorough understanding of automated tax processing systems

+ Experience with Gift, Estate and Trust tax planning and compliance is a plus.

+ Willingness to travel as needed, and working in a balanced hybrid environment

+ 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.

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Specialized Skills Required:

+ Tax Compliance and Reporting Requirements

+ Tax Research and Analysis

+ Building and managing relationships

+ Leading teams

Ideally you will also have

+ Experience in coaching and mentoring junior colleagues, leading workstream delivery and tracking project status

+ Strong analytical skills and attention to detail

+ The ability to adapt your work style to work with both internal and client team members

+ Ability to implement resource plans and budgets for complex initiatives.

+ Experience managing engagement economics and identifying opportunities f...

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

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