FY27 - Financial Services - Private Client Services - Tax Manager

Location Boston, Chicago, Dallas, Hoboken, Irvine, Los Angeles, New York. Job Overview EY is a global professional services firm with a dedicated Financial Services Organization. In the Private Tax practice, we serve privately held companies and their owners and families, ranging from start‑ups to multi‑billion‑dollar enterprises. Key Responsibilities Lead delivery of tailored tax advice and compliance solutions for complex family and business structures. Support clients in wealth transfer, succession planning, and governance strategies. Navigate challenges of multijurisdictional families and cross‑border tax matters. Provide technical tax planning and advisory services to private entities and high‑profile individuals and families. Manage and deliver processes, solutions, and projects with a focus on quality and risk management. Guide and supervise professional employees to deliver complex technical initiatives. Apply expertise to interpret internal and external issues, recommend quality solutions, and meet performance objectives. Engage in client working sessions and travel as required. Analytical and Decision‑Making Responsibilities Develop solutions to complex problems. Recommend changes to policies and establish procedures that affect your immediate work area and possibly the broader business function. Exercise judgment in selecting methods, techniques, and evaluation criteria for obtaining results. Translate complex data from a range of sources into client‑ready insights and deliverables. Build effective long‑term relationships with clients, understanding their unique needs to provide tailored service. Communicate complex tax issues to non‑tax professionals and clients. Maintain reputation in the field by constantly updating and sharing technical and best‑practice knowledge. Manage, coach, and develop a team of tax professionals, review work, and help confirm they have the knowledge, tools, and opportunities needed to excel. Skills and Attributes for Success Demonstrated ability to manage and deliver processes, solutions, and projects while maintaining a focus on quality and risk management. Experience in continuous process improvement and identification of innovative solutions through research and analysis. Proven ability to guide and supervise others to deliver complex technical initiatives, with accountability for performance and results. Depth of expertise in interpreting internal and external issues to recommend quality solutions. Track record of meeting performance objectives and metrics in client service, risk management, sales, and business growth. Qualifications Bachelor’s degree (4‑year 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 a professional tax organization. Thorough understanding of estate and wealth planning. Experience with federal and state personal and trust taxation. Experience with flow‑through entities (S‑Corps, Partnerships, LLCs). Experience with C‑Corps, including income tax provisions and consolidated federal and state tax returns. Excellent collaboration and negotiation skills, and confidence to challenge senior colleagues and stakeholders from diverse backgrounds. Thorough understanding of automated tax processing systems. Commitment to continuing learning. Preferred Qualifications Proven record in tax planning for owners and families. Proven record in a professional services environment. Experience in coaching and mentoring junior colleagues. Ability to adapt work style to work with both internal and client team members. Experience leading workstream delivery and tracking project status. Ability to implement resource plans and budgets for complex initiatives. Experience managing engagement economics and identifying opportunities for additional services. Exposure to leading RFP responses and participation in client working sessions. 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. Benefits A comprehensive compensation and benefits package, including $106,500 to $195,100 base salary range in all US locations, with higher ranges for New York City Metro Area, Washington State, and California. Medical and dental coverage; pension and 401(k) plans; a wide range of paid time off options. Hybrid work model with 60% in‑person expectation for client‑serving roles. Flexible vacation policy allowing personal discretion and time off for designated EY paid holidays, winter/summer breaks, personal/family care, and other leaves of absence. Equal Employment Opportunity 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. Disability Accommodation 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 Option 1 for candidate queries and finally 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 click.appcast.io. #J-18808-Ljbffr EY