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EY · 1 week ago

Tax - Business Tax Services - Private Tax - International Private Client - Senior Manager

Troy, NY

Full-time

Onsite

Senior Level, Lead/Staff, Director/Executive

$147K/yr - $337K/yr

8+ years exp

EY is a global leader in assurance, tax, transaction, and advisory services. The EY Private Tax Senior Manager will focus on the cross-border tax needs of high net worth individuals, managing complex tax planning projects and advising clients while developing a highly trained team.

AccountingAdviceBusiness IntelligenceConsultingFinancial ServicesProfessional Services

Growth Opportunities

H1B Sponsor Likely

Responsibilities

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. Application of AI to data optimization and return process

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

Collaborate daily with our Global EY Private network and International Tax & Transactions Services desk network

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

Identifying and reacting to risks and opportunities to improve our services and processes

Qualification

CPA certificationInternational tax planningEstateWealth planningTax compliance expertiseAutomated tax processing systemsForeign tax treatiesTax memorandums preparationAnalytical skillsCoachingCollaboration skillsNegotiation skillsMentoringCommunication skills

Required

A bachelor's degree in a related field, supported by significant tax and a CPA certification or membership in The Bar; Minimum of 8 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

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

Application of foreign tax treaties and foreign tax credits

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