FY27 - Financial Services - Private Client Services - Tax Manager

About the role

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!

Responsibilities

• Leading the delivery of tailored tax advice and compliance solutions for complex family and business structures.
• Serving clients in wealth transfer, succession planning, and governance strategies.
• Navigating the unique challenges of multijurisdictional families and cross-border tax matters.

Requirements

• Bachelor’s 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.

Qualifications

• 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.
• Experience managing engagement economics and identifying opportunities for additional services.
• Exposure to leading RFP responses and participating in client working sessions.

Skills and Attributes

• Manage complex projects, deliver high-quality solutions, and lead teams with broad visibility.
• Manage and deliver processes, solutions, and projects while maintaining a focus on quality and risk management.
• Identify innovative solutions through research and analysis.
• Guide and supervise others to deliver complex technical initiatives, with accountability for performance and results.
• Interpret internal and external issues to recommend quality solutions.
• 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.

Benefits

At EY, we offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $106,500 to $195,100. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $127,700 to $221,700. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography.

Pay

The base salary range for this job in all geographic locations in the US is $106,500 to $195,100. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $127,700 to $221,700. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography.

Schedule

Our expectation is for most people in external, client serving roles to work together in person 60% of the time over the course of an engagement, project or year. Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.

What We Offer

You At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more.

What We Look For

We seek top performers who are passionate about delivering high-quality solutions, thrive in dynamic environments, and demonstrate strong leadership and analytical skills. The ideal candidate is adaptable, commercially minded, and committed to continuous learning and innovation. Are you ready to shape your future with confidence? Apply today.