Business is constantly evolving, and more than ever, staying competitive is all about identifying and adapting to change. Where there’s change, there’s risk, and our clients look to us for the authoritative experience and insights into strategic tax opportunities. As a Tax Manager, you’ll play a key role in that mission, providing tailored tax compliance and consulting for some of our most prestigious clients across all backgrounds.
Skills and attributes for success
- Researching tax issues to develop effective tax planning strategies
- Open to 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
- 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
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
- A CPA certification or membership in The Bar
- 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
- Willingness to travel as needed, and working in a balanced hybrid environment
Ideally, you’ll also have
- 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
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. Working with people from all backgrounds, from C-Suite executives to owners and their families, you’ll use your experience and status as a trusted advisor to maintain and further our reputation for excellence.
EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets.