Business Tax Services - Private Tax Manager - High Net Worth Individuals jobs in United States
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EY ยท 1 week ago

Business Tax Services - Private Tax Manager - High Net Worth Individuals

EY is a global leader in assurance, tax, transaction, and advisory services. The Private Tax Manager role focuses on serving high-net-worth individuals and their families, managing tax planning and compliance projects, and developing a highly trained team of tax professionals.

AccountingAdviceBusiness IntelligenceConsultingFinancial ServicesProfessional Services
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

Researching tax issues to develop effective tax planning strategies
Translating complex data from a range of sources into client-ready insights and deliverables
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
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

Qualification

CPA certificationTax planning experienceFederalState taxationAutomated tax processingCoachingMentoringAnalytical skillsCollaboration skillsNegotiation skills

Required

A bachelor's degree in a related field, supported by significant tax, business or financial planning experience
A CPA certification or membership in The Bar
Minimum of 5 years of work experience in professional services or professional tax organization
Experience with federal and state personal and trust taxation
Experience with flow through entities (S-Corps, Partnerships, LLC's)
A thorough understanding of automated tax processing systems
Experience with Gift, Estate and Trust tax planning and compliance is a plus
A commitment to continuing your learning
Excellent collaboration and negotiation skills, and the confidence to challenge senior colleagues and stakeholders from a diverse range of backgrounds
Willingness to travel as needed, and working in a balanced hybrid environment

Preferred

A proven record in a professional services environment
Experience in coaching and mentoring junior colleagues
Strong analytical skills and attention to detail
The ability to adapt your work style to work with both internal and client team members

Benefits

Medical and dental coverage
Pension and 401(k) plans
Wide range of paid time off options
Flexible vacation policy
Time off for designated EY Paid Holidays
Winter/Summer breaks
Personal/Family Care
Other leaves of absence when needed to support your physical, financial, and emotional well-being

Company

EY is building a better working world by creating new value for clients, people, society, the planet, while building trust in the capital markets.

H1B Sponsorship

EY has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (10242)
2024 (9877)
2023 (10966)
2022 (9394)
2021 (5652)
2020 (8849)

Funding

Current Stage
Late Stage

Leadership Team

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Jonathan Williamson
Chief Operating Officer
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Abhishek Sen
Partner
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Company data provided by crunchbase