FY27 - Financial Services - Private Client Services - Tax Manager

Location

Boston, Chicago, Dallas, Hoboken, Irvine, Los Angeles, New York

Opportunity

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 build a better working world.

The opportunity

EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry – the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing and secure.

Private Tax practice

Private Tax is a growing practice within EY, and you'll see that growth reflected in your career. The team has a dedicated focus toward serving privately held companies and their owners and families, ranging from family‑owned businesses to private equity‑owned companies. These clients are high‑growth private companies, from start‑ups to multi‑billion‑dollar global private enterprises. As many companies choose to remain private, this continues to be an expanding and exciting client base. In return, you can expect plenty of support designed around your own personal skills and experience.

Key Responsibilities

• 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.

You will provide technical tax planning and advisory services to clients that include private entities (including C‑Corps, S‑Corps, and Partnerships) as well as high‑profile individuals and families. The core purpose of this role is to effectively manage and deliver one or more processes, solutions, and projects, with a strong focus on quality and risk management. You will be responsible for continuous process improvement, identifying innovative solutions through research and analysis, and applying best practices. The role offers the opportunity to guide and supervise professional employees or others to deliver complex technical initiatives, with accountability for performance and results. You’ll apply your depth of expertise to interpret internal and external issues, recommend quality solutions, and meet performance objectives and metrics in client service, risk management, sales, and business growth. Regular travel may be required to meet client needs, and you’ll actively participate in client working sessions on a daily basis.

Analytical & 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 judgement 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 our clients, understanding their unique needs to provide a tailored service.
• Communicate complex tax issues to non‑tax professionals and clients.
• Maintain your reputation in your field by constantly updating and sharing your technical and finest practice knowledge.
• Manage, coach, and develop a team of tax professionals, reviewing work and ensuring they have the knowledge, tools, and opportunities 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.

Required Qualifications

• Bachelor’s degree required (4‑year degree) in a related field, supported by significant tax, business or financial planning experience.
• CPA certification or licensed attorney.
• Minimum of 5 years of work experience in professional services or a 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, LLCs).
• Experience with C‑Corporations 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.

Preferred Qualifications

• 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.
• The ability to adapt your 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 participating in client working sessions.

What 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. 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.
• A hybrid model with expectation 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.
• Flexible vacation policy allowing you to decide how much vacation time you need based on your own personal circumstances, and 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.

Learn more.

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

Equal Opportunity & Accommodation

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

About EY

EY focuses on high‑ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.

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