EY · 21 hours ago
Tax Manager - Financial Services Organization - Private Tax
New York, NY
Full-time
Hybrid
Mid, Senior Level
$128K/yr - $222K/yr
5+ years expEY is a leader in serving the global financial services marketplace, and they are seeking a Tax Manager to join their Financial Services Organization. The role involves managing various responsibilities related to tax planning and compliance for private entities, while coaching and developing a team of tax professionals.
AccountingAdviceBusiness IntelligenceConsultingFinancial ServicesProfessional Services
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
Required
A bachelor's degree in a related field, supported by significant tax, business or financial planning experience
CPA certification Licensed Attorney
Minimum of 5 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 taxation
Experience with flow through entities (S-Corps, Partnerships, LLC's)
Experience with C-Corps including income tax provisions and consolidated federal and state tax returns
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
A commitment to continuing your learning
Preferred
A proven record in tax planning for owners and families
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
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.
10001+ employees
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
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2025 (10242)
2024 (9877)
2023 (10966)
2022 (9394)
2021 (5652)
2020 (8849)
Funding
Current Stage
Late StageLeadership Team
Jonathan Williamson
Chief Operating Officer
Abhishek Sen
Partner
Recent News
2026-01-16
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