Tax Manager - BTS - Wealth Tax Advisory
Tax Manager - BTS - Wealth Tax Advisory
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$ 105400 - 193200
1 Vacancy
Job Description
The opportunity: Our Wealth Tax Advisory Practice is a rapidly growing and dynamic team serving premier families and their enterprises across the U.S. and globally. We provide bespoke wealth advisory services including estate planning structuring and transactional advisory to some of the most influential clients. As we continue to expand we are looking for an experienced Manager to join our team and work on key engagements mentor junior professionals and further deepen client relationships.
Position Overview: As a Manager in our Wealth Tax Advisory practice you will play a critical role in delivering highquality advisory services to highnetworth individuals (HNWI) and their family offices. You will collaborate closely with senior managers partners and engagement teams to lead complex wealth planning projects. This role requires a deep understanding of wealth tax advisory estate and trust tax family limited partnerships and knowledge of flowthrough business structures. You will be responsible for managing multiple projects simultaneously while developing and mentoring the next generation of tax professionals in our practice.
Key Responsibilities:
- Work on wealth advisory engagements including sophisticated tax planning and structuring advice including complex estate trust and gift tax returns to highnetworth clients and family offices.
- Researching tax issues to develop effective tax planning strategies
- Communicating complex tax issues to nontax professionals and clients
- 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 including deep experience in one or more technical tax areas
- A bachelors degree in a related field supported by 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 (SCorps Partnerships LLCs)
- 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 youll also have
- A proven record in a professional services environment
- Experience in coaching and mentoring junior colleagues
- Continuous learning: Youll develop the mindset and skills to navigate whatever comes next.
- Success as defined by you: Well provide the tools and flexibility so you can make a meaningful impact your way.
- Transformative leadership: Well give you the insights coaching and confidence to be the leader the world needs.
- Diverse and inclusive culture: Youll be embraced for who you are and empowered to use your voice to help others find theirs.
EY provides equal employment opportunities to applicants and employees without regard to race color religion age sex sexual orientation gender identity/expression pregnancy genetic informationnational 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 1800EYHELP3 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 EYs Talent Shared Services Team (TSS) or email the TSS at .
Required Experience:
Manager
Employment Type
Advisor
