Location: Boston, Hoboken, New York
As a Senior Manager in Private Tax, you will provide personal and private tax advice and compliance requirements to business owners, business-owning families, and owners of private wealth on matters involving family, their business entities, and private wealth management. You will also provide tax advice on High Net Worth Individuals' personal business matters, including 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 responsibilitiesYou will be reviewing complex individual tax returns and providing income tax planning and advisory services to high net worth individuals and families, allowing you to develop into a trusted advisor to clients. You will work with specialists in other areas, including International Tax, State and Local Tax, and Asset Management, to deliver comprehensive solutions to clients.
The core purpose of this role is the effective management and delivery of complex processes, solutions, and/or projects, maintaining focus on quality and risk management while navigating operational and organizational dynamics. You may be accountable for the budget, delivery, and performance of complex processes, solutions, and/or projects to achieve performance objectives. You may be responsible for building and managing client relationships, revenue generation, and/or managing commercial relationships. The role provides leadership and direction up to and including Managers across multiple activities, leading teams with broad visibility to achieve performance objectives. You will provide deep insight in a function or specialism through analysis and knowledge of best practices to solve complex problems, drive thought leadership and innovation, and meet performance objectives and metrics set locally through individual and/or team performance (client service, quality and risk management, sales and business growth, solution development and teaming, etc.). Regular travel is required as needed by external clients, and you will manage client relationships and lead client engagements (planning, execution, closure) on a daily basis.
Analytical/Decision Making Responsibilities:- Performing high-quality review of complex tax returns
- Demonstrating extensive knowledge and experience handling hedge fund and private equity K-1s
- Researching tax issues to develop effective tax planning strategies and translating complex data from a range of sources into client-ready insights and deliverables
- Maintaining and enhancing your technical expertise by staying current with tax developments and best practices
- Exercises judgment in selecting methods, techniques, and evaluation criteria for obtaining results.
- Develops solutions to complex problems.
- Recommends changes to policies and establishes procedures that affect immediate work area and possibly the business function within own area/department.
Skills and attributes for successSuccess 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.
- Demonstrated ability to manage and deliver complex processes, solutions, and projects while maintaining a focus on quality and risk management.
- Experience in building and managing client relationships, revenue generation, and commercial relationship management.
- Proven leadership and direction for teams across multiple activities to achieve performance objectives.
- Deep insight in a function or specialism through analysis and knowledge of best practices to solve complex problems, drive thought leadership and innovation.
- Track record of meeting performance objectives and metrics through individual and/or team performance in client service, quality and risk management, sales and business growth, solution development, and teaming.
To qualify for the role, you must have- Bachelor's degree required (4-year degree) in accounting, supported by significant tax or financial planning experience; master's degree preferred
- CPA license or a Licensed Attorney is required
- Minimum of 8 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 income tax
- 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 and laws within your area of technical professionalism
Ideally, you'll also have- A proven record in high net-worth tax planning
- A proven record in a professional services environment
- Strong analytical skills and attention to detail
- Experience leading engagement delivery and managing engagement economics.
- Ability to develop resource plans and budgets for large-scale projects.
- Experience collaborating with senior management and providing input on performance evaluations and hiring.
- Familiarity with global regulatory compliance and advanced tax technology solutions.
What we look forWe 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.
What we offer youAt 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.
- 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 $132,100 to $301,600. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $158,500 to $342,700. 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.
- Join us in our team-led and leader-enabled hybrid model. 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.
Are you ready to shape your future with confidence? Apply today. EY accepts applications for this position on an on-going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
