Tax – Business Tax Services - Private Tax, International

The opportunity

EY Private is a growing practice within the organization, and you’ll see that growth reflected in your career. With a diverse portfolio of interesting and challenging work, you’ll make an impact on some of the most technically demanding tax planning projects around. You’ll be part of a growing global team, acting as a key point of contact for a wide range of clients and colleagues. This is an opportunity for cross-border and cross-functional teaming. In return, you can expect plenty of support designed with your own personal skills and experience. EY is a dynamic place to develop not only your technical tax knowledge, but also your professional leadership and business acumen.

As a Manager in Private Tax, you will be at the forefront of providing personal and private tax advice and compliance support to 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

Depending on your unique skills and ambitions, you could be managing various responsibilities, from technical planning and advising of clients that include high-profile individuals of extremely high net worth, and expectations to match. That will 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.  Whatever you find yourself doing, you’ll personally coach and develop a highly trained team, all while handling activities with a focus on quality and commercial value.

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. Analytical

Skills and attributes for success

•   Apply rules related to controlled foreign corporations and passive foreign investment companies onto tax returns

•   Application of foreign tax treaties and foreign tax credits

•   Prepare form 1040, 1041 and 1065 and significant experience preparing or advising on domestic income and transfer tax and/or U.S. international informational returns (Forms 5471, 8858, 8865, 1040, 1041, 1065, 3520, 3520A)

•   Team members with a compliance focus:  prepare or review US federal and state tax returns for high net worth individual US citizens living abroad, US residents holding nonUS assets, or foreign nationals holding US assets.  This role includes the preparation and review of the foreign info reporting requirements for cross border tax compliance such as foreign corporations, foreign partnerships, foreign disregarded entities and foreign trusts. Experience with relevant tax processing programs, and application of AI to data optimization and return process are essential skills. 

•   Team members with an advisory focus:

•   Design pre-immigration tax plans

•   Classification of trusts for US tax purposes, and review of forms 3520

•   Assist with US exit planning

•   FIRPTA

•   Form the US tax piece of multi-jurisdictional inheritance/succession, including the use of trusts, both domestic and foreign

•   Identifying foreign reporting obligations

•   Prepare tax memorandums and opinions

•   Translating complex data from a range of sources into client-ready insights and deliverables

•   Support our Private practice with relevant tax analysis and address new trends/market opportunities.

•   Work closely with rotators from our domestic teams, individuals on rotation from foreign affiliated firms, and our global deployment services team

•   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 finest practice knowledge

•   An appreciation of world affairs, cultures and protecting financial security.

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.

To qualify for the role you must have

•   A bachelor's degree in a related field, supported by significant tax and a CPA certification or membership in The Bar; Minimum of 5 years of work experience in professional services or professional tax organization

•   A thorough understanding of estate and wealth planning; as well as 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

•   Experience managing budgets and projects

•   Bachelor’s degree required (4-year degree).

•   Typically, no less than 5 - 6 years relevant experience.

Specialized Skills Required:

•   International Tax Planning

•   Tax Research and Analysis

•   Client trust and value

•   Emotional Agility

•   Leading teams

•   Managing change

•   Negotiation and influencing

•   Global Mindset

Ideally you will also have

•   A proven record in high net-worth tax planning

•   A proven record in a professional services environment

•   Experience in coaching and mentoring junior colleagues

•   Executive presence and business development skills

•   Strong analytical skills and attention to detail

•   The ability to adapt your work style to work with both internal and client team members

•   Experience leading workstream delivery and tracking project status.

•   Experience managing engagement economics and identifying opportunities for additional services.

What we look for

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.