FY27 - Financial Services - Private Client Services - Tax Manager

EY · Boston, MA · 4 wk ago

On-siteAccounting$107k–$195k/yrFull-time

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.

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.
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.

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. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.

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.