Financial Services - Private Client Services - Tax Manager

Location: New York, Boston, Chicago, Dallas, Hoboken, Irvine, Los Angeles Manager – Private Tax (Financial Services Organization) As a Manager in Private Tax, you will provide personal and private tax advice and compliance support to private companies, business‑owning families, and owners of private wealth. You’ll advise on matters for families, business entities, and private wealth management—including high‑net‑worth individuals, succession, governance, cross‑border matters, and more. 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 multijurisdictional families and cross‑border tax matters. Develop solutions to complex problems, recommend policy changes, and establish procedures. Translate complex data into client‑ready insights and deliverables. Build long‑term client relationships, understand unique needs, and provide tailored services. Communicate complex tax issues to non‑tax professionals and clients. Maintain reputation by continually updating technical knowledge. Manage, coach, and develop a team of tax professionals; review work and ensure high standards. Guide and supervise others to deliver complex technical initiatives; hold accountability for performance and results. Qualifications Bachelor’s degree (4‑year) in a related field; significant tax, business, or financial planning experience. CPA, licensed attorney, or equivalent professional credentials. Minimum 5 years of experience in professional services or a professional tax organization. Deep understanding of estate and wealth planning, federal and state personal and trust taxation, and flow‑through entities (S‑Corps, partnerships, LLCs). Experience with C‑C‑Corp tax provisions and consolidated federal and state tax returns. Excellent collaboration and negotiation skills; confidence to challenge senior colleagues. Understanding of automated tax processing systems. Commitment to continuing learning. Preferred Proven record in tax planning for owners and families. Proven record in a professional services environment. Experience coaching and mentoring junior colleagues. Adaptability to work with 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 participating in client working sessions. What We Offer Competitive base salary (US all locations $106,500–$195,100; New York/CA $127,700–$221,700) and performance‑based rewards. Comprehensive medical, dental, vision, and other health benefits. Retirement plans (pension, 401(k) with match). Paid time off with a flexible vacation policy and additional leaves. Hybrid work model: 60% in‑person, 40% remote. Equal Employment Opportunity EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity or expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, in accordance with applicable law. Accommodations EY is committed to providing reasonable accommodation to qualified individuals with disabilities, including veterans. Contact 1‑800‑EY‑HELP3 (Option2, Option1, Option2) or email View email address on click.appcast.io for assistance. #J-18808-Ljbffr EY