FY27 - Financial Services - Private Client Services - Tax Manager

About the role

The opportunity is to join EY’s Private Tax practice within the Financial Services Organization (FSO), a leader in serving the global financial services marketplace. The team focuses on serving privately held companies and their owners and families, offering tailored tax advice and compliance support.

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

• 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.

Qualifications

• Bachelor’s degree required (4-year degree) in a related field, supported by significant tax, business or financial planning experience.
• 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.

Skills and attributes for success

• Manage and deliver processes, solutions, and projects while maintaining a focus on quality and risk management.
• Guide and supervise others to deliver complex technical initiatives, with accountability for performance and results.
• Interpret internal and external issues to recommend quality solutions.
• 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.

What we look for

• Passionate about delivering high-quality solutions, thriving in dynamic environments, and demonstrating strong leadership and analytical skills.
• Adaptable, commercially minded, and committed to continuous learning and innovation.

What we offer you

• A comprehensive compensation and benefits package including base salary range of $106,500 to $195,100.
• A flexible vacation policy allowing you to decide how much vacation time you need based on your personal circumstances.
• A hybrid model enabling 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.
• Access to a wide range of paid time off options including 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.