Tax – Business Tax Services - Private Tax Partnerships

Will you shape the future or will the future shape you?

The opportunity

Are you living your perfect career? EY Private Tax is a growing practice within the organization, and you'll see that growth reflected in your career. The team has a dedicated focus toward serving privately held companies. These clients span from family-owned businesses to private equity owned companies. One thing they all have in common is they are high growth private companies. As many companies choose to no longer go public, this is an ever increasing and exciting group of companies from start-up companies all the way to multi-billion-dollar global private companies. With a diverse portfolio of interesting and challenging work, you'll make an impact on some of the most technically demanding tax planning and compliance projects around. Having gained ample support and training from some of the most knowledgeable colleagues in the industry, there will be opportunities to progress to senior manager.

As a Manager in Private Tax, you will be at the forefront of providing personal and private tax advice and compliance support to business owners, business-owning families, and owners of private wealth. You’ll advise on matters involving family, business entities, and private wealth management, including High Net Worth Individuals’ personal business matters, 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 responsibilities

We'll look to you to support our senior managers through partners in providing tax services. You're likely to balance your time between compliance and planning, focusing on and interacting directly with our clients. These clients will have a heavy focus on flow through entities (i.e., partnerships). The goal is to make you a trusted advisor and role model for our people across multiple teams, making this a great place to develop a diverse network of collaborative colleagues.

The core purpose of this role is to effectively manage and deliver one or more processes, solutions, and projects, with a strong focus on quality and risk management. You will be responsible for continuous process improvement, identifying innovative solutions through research and analysis, and applying best practices. The role offers the opportunity to guide and supervise professional employees or others to deliver complex technical initiatives, with accountability for performance and results. You’ll 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. Regular travel may be required to meet client needs, and you’ll actively participate in client working sessions on a daily basis.

Responsibilities include the following:

• Preparing or reviewing federal and state tax returns for U.S. partnerships. This includes the preparation and review of foreign reporting requirements for cross border tax compliance such as foreign partnerships, foreign corporations, foreign disregarded entities, and foreign affiliate reporting.
• Providing tax research, tax memoranda drafting, and assistance in quantitative modeling for private client tax advisory services.
• Identifying and communicating significant tax matters to Senior Managers.
• Liaising and relationship development with other service lines and other subject matter professionals.
• Building effective long-term relationships with our clients, understanding their unique needs to provide a tailored service.
• Communicating complex tax issues to non-tax professionals and clients.
• Maintaining your reputation in your field by constantly updating and sharing your technical and best practice knowledge.
• Managing, coaching and developing a team of tax professionals, reviewing work and helping to confirm they have the knowledge, tools and opportunities they need to excel.
• Identifying and reacting to risks and opportunities to improve our services and processes.

Analytical/Decision Making Responsibilities:

• 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.

Skills and attributes for success

To qualify for the role, you must have

• A bachelor's degree in a related field, supported by tax, business or financial planning experience.
• A CPA certification or membership in The Bar.
• Excellent collaboration and negotiation skills, and the confidence to challenge colleagues and stakeholders from a diverse range of backgrounds.
• Typically, no less than 5 - 6 years relevant experience in professional services or professional tax organization.
• Willingness to travel as needed.
• Success 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 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.

• A commitment to continuing your learning.
• Proficiency with tax software such as RIA, CCH IntelliConnect, OneSource, BNA or Lexis Nexis.
• Experience in corporate or individual tax compliance and advisory is a plus
• Experience in managing, coaching and mentoring junior colleagues.

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Specialized Skills:

• • Tax Compliance and Reporting Requirements
  • Data Analysis and Interpretation
  • Multijurisdictional Corporate and Personal Tax Structures
  • Organizational and Taxation Structure Design
  • Accounting Principles and Standards
  • Tax Research and Analysis
  • Tax Memo, Report, and Letter Writing
  • Application and Tool Analysis
  • Building and managing relationships
  • Leading teams

Ideally you will also have

• • Experience leading workstream delivery and tracking project status.
  • Ability to implement resource plans and budgets for complex initiatives.
  • Experience managing engagement economics and identifying opportunities for additional services.
  • Exposure to leading RFP responses and participating in client working sessions.

What we look for

We're interested in tax professionals with a genuine interest in providing outstanding services to some of the world's most influential people and the companies and investments they own. 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.

What we offer you
At EY, we harness our collective strength to empower you to shape your future with confidence through professional growth, personal fulfillment and an inclusive culture. Learn more at ey.com/us/careers.

• The salary range for this job is:
  • New York City, Boston, and Washington DC Metro Areas, Washington State, and Southern California offices – $127,700 to $212,900
  • Bay Area California offices – $133,000 to $221,700
  • All other offices locations in the US, including Sacramento – $106,500 to $195,100
• Individual salaries within these 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.

Are you ready to shape your future with confidence? Apply today.                                          

• To make the most of your application experience, please limit yourself to two applications within a six-month period.
• EY accepts applications for this position on an on-going basis.
• For those living in California, please click herefor additional information.
• At EY, our values set the foundation for how we work and the behaviors we expect of our people.  Any misrepresentation or falsification of information or lack of integrity at any point in the recruiting process may result in withdrawal of your candidacy, revocation of an offer or immediate termination of employment.

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All in to shape the future with confidence.

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