FY27 - Financial Services - Private Client Services - Tax Manager

About the role

The opportunity is to join the Private Tax practice within EY, a leader in serving the global financial services marketplace. This role involves providing technical tax planning and advisory services to clients, including complex family and business structures.

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

• 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.
• 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.
• 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.
• 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.

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 in all geographic locations in the US, and $127,700 to $221,700 in New York City Metro Area, Washington State and California (excluding Sacramento).
• A flexible vacation policy allowing you to decide how much vacation time you need based on your personal circumstances.
• Join us in our team-led and leader-enabled hybrid model, with most people in external, client serving roles expected 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.