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

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

EYSan Francisco, CA, United States
4 days ago
Job type
  • Full-time
Job description

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

Location : Anywhere in Country

At EY, we’re all in to shape your future with confidence. EY Private Tax is a growing practice focused on privately held companies and their owners and families, including family-owned businesses and private equity–backed companies. This role offers opportunities to work on technically demanding tax planning and compliance projects within a global team, with cross-border and cross-functional collaboration and support for your development as a tax professional and leader.

The opportunity

EY Private Tax serves a diverse portfolio of high-growth private companies and their owners. You will be a key point of contact for clients and colleagues across teams, coaching and developing a tax team while delivering high-quality, commercially valuable services.

Your Key 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 long-term relationships with clients to understand their needs and provide tailored service
  • Communicating complex tax issues to non-tax professionals and clients
  • Maintaining your reputation by updating and sharing technical knowledge and best practices
  • Managing, coaching, and developing a team of tax professionals, reviewing work and ensuring team members have the tools to excel
  • Identifying risks and opportunities to improve services and processes

Skills And Attributes For Success

To qualify for the role, you must have

  • A bachelor’s degree in a related field, with 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, LLCs)
  • Understanding of automated tax processing systems
  • Experience with Gift, Estate and Trust tax planning and compliance is a plus
  • Commitment to continuing learning
  • Excellent collaboration and negotiation skills and the confidence to challenge senior colleagues and stakeholders from diverse backgrounds
  • Willingness to travel as needed, and ability to work in a balanced hybrid environment
  • Ideally, you’ll also have

  • A proven record in a professional services environment
  • Experience in coaching and mentoring junior colleagues
  • Strong analytical skills and attention to detail
  • Ability to adapt your work style to collaborate with internal and client teams
  • 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. You’ll work with C‑Suite executives to owners and families, using your experience to maintain and grow our reputation for excellence.

    What We Offer You

    EY will help you develop future-focused skills and provide world-class experiences in a flexible, inclusive culture of globally connected teams. Our compensation and benefits package rewards performance and includes medical and dental coverage, pension and 401(k) plans, and paid time off options. We operate a hybrid model with client-facing roles typically in-person 40-60% of the time.

    EY is an equal opportunity employer. EY provides reasonable accommodations to qualified individuals with disabilities during the application process. For accommodation requests, please contact EY’s Talent Shared Services Team.

    EEO Statement

    EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity / expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis.

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    Tax Manager • San Francisco, CA, United States

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