Business Tax Services - Private Tax - Partnerships - Senior Manager

Location: Miami, Boca Raton, Jacksonville, Orlando, Tallahassee, Tampa

At EY, we’re all in to shape your future with confidence.

We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.

Will you shape the future or will the future shape you?

The opportunity

Private Tax is a growing practice within EY, and you’ll see that growth reflected in your career. The team has a dedicated focus towards serving privately held companies and their owners and their families. These clients span from family owned businesses to private equity owned companies. One thing they all have in common is they are high growth private companies. As many companies choose to no longer go public, this is an ever increasing and exciting group of companies from start-up companies all the way to multi-billion-dollar global private enterprises. With a diverse portfolio of interesting and challenging work, you’ll make an impact on some of the most technically demanding tax planning and compliance 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 Senior Manager in Private Tax, you will provide personal and private tax advice and compliance requirements to business owners, business-owning families, and owners of private wealth on matters involving family, their business entities, and private wealth management. You will also provide tax advice on High Net Worth Individuals’ personal business matters, including family and business governance, wealth transfer succession, family constitutions, and 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 private entities (including C-Corp, S-Corp and Partnerships) as well as high-profile individuals. That will make you a trusted advisor and role model for your clients and 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. You’ll also team with our partners and your teams to develop account strategies and identifying and deliver additional services to our clients.

The core purpose of this role is the effective management and delivery of complex processes, solutions, and/or projects, maintaining focus on quality and risk management while navigating operational and organizational dynamics. You may be accountable for the budget, delivery, and performance of complex processes, solutions, and/or projects to achieve performance objectives. You may be responsible for building and managing client relationships, revenue generation, and/or managing commercial relationships. The role provides leadership and direction up to and including Managers across multiple activities, leading teams with broad visibility to achieve performance objectives. You will provide deep insight in a function or specialism through analysis and knowledge of best practices to solve complex problems, drive thought leadership and innovation, and meet performance objectives and metrics set locally through individual and/or team performance (client service, quality and risk management, sales and business growth, solution development and teaming, etc.). Regular travel is required as needed by external clients, and you will manage client relationships and lead client engagements (planning, execution, closure) on a daily basis.

Analytical/Decision Making Responsibilities:

• Exercises judgment in selecting methods, techniques, and evaluation criteria for obtaining results.

• Develops solutions to complex problems.

• Recommends changes to policies and establishes procedures that affect immediate work area and possibly the business function within own area/department.

Skills and attributes for success

• Researching tax issues to develop effective tax planning strategies

• Open to leading teams on all types of tax work from entity to individual

• 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

• Supervising high-performing teams and sharing your experience and knowledge of leading-practices

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

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 complex processes, solutions, and projects while maintaining a focus on quality and risk management.

• Experience in building and managing client relationships, revenue generation, and commercial relationship management.

• Proven leadership and direction for teams across multiple activities to achieve performance objectives.

• Deep insight in a function or specialism through analysis and knowledge of best practices to solve complex problems, drive thought leadership and innovation.

• Track record of meeting performance objectives and metrics through individual and/or team performance in client service, quality and risk management, sales and business growth, solution development, and teaming.

To qualify for the role you must have

• A bachelor's degree in a related field, supported by significant tax, business or financial planning experience 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

• 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 and laws within your area of technical professionalism

• Experience managing budgets and projects

• Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 60% of the time over the course of an engagement, project or year.

Specialized Skills Required:

• Tax Compliance and Reporting Requirements

• Data Analysis and Interpretation

• Accounting Principles and Standards

• Tax Research and Analysis

• Building and Managing Relationships

• Client Trust and Value

Ideally you will also have

• A proven record in tax planning for owner and their families

• 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 engagement delivery and managing engagement economics.

• Ability to develop resource plans and budgets for large-scale projects.

• Experience collaborating with senior management and providing input on performance evaluations and hiring.

• Familiarity with global regulatory compliance and advanced tax technology solutions.

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.

Are you ready to shape your future with confidence? Apply today.

What we offer you
At EY, we harness our collective strength to empower you to shape your future with confidence through professional growth, personal fulfillment and an inclusive culture. Learn more at ey.com/us/careers.

• We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job is:
• • New York City, Boston, and Washington DC Metro Areas, Washington State, and Southern California offices – $158,500 to $329,000
  • Bay Area California offices – $165,100 to $342,700
  • All other offices locations in the US, including Sacramento – $132,100 to $301,600
• Individual salaries within these ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
• Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.

Are you ready to shape your future with confidence? Apply today.

• To make the most of your application experience, please limit yourself to two applications within a six-month period.
• EY accepts applications for this position on an on-going basis.
• For those living in California, please click here for additional information.
• At EY, our values set the foundation for how we work and the behaviors we expect of our people. Any misrepresentation or falsification of information or lack of integrity at any point in the recruiting process may result in withdrawal of your candidacy, revocation of an offer or immediate termination of employment.

EY | Building a better working world

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

Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.

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All in to shape the future with confidence.

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, including arrest and conviction records, in accordance with applicable law.

EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at View email address on aiapply.co.