Private Client Tax Advisory Senior Manager at AAB delivering strategic tax advisory services across private clients. Leading projects, managing relationships, and providing technical expertise in various areas of tax.
About the role
- Senior Manager in Private Tax at EY managing tax planning and compliance for high growth private companies. Leading technical planning and developing collaborative relationships across teams and clients.
Responsibilities
- Managing various responsibilities, from technical planning and advising of clients
- Coaching and developing a highly trained team
- Handling activities with a focus on quality and commercial value
- Collaborating with partners and teams to develop account strategies
Requirements
- A bachelor's degree in a related field
- Minimum of 8 years of work experience in professional services or professional tax organization
- CPA certification or membership in The Bar
- Thorough understanding of estate and wealth planning
- Experience with federal and state personal and trust income tax
- 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
- Thorough understanding of automated tax processing systems
- Experience managing budgets and projects
- Willingness to travel as needed
Benefits
- Medical and dental coverage
- Pension and 401(k) plans
- Paid time off options
- Flexible vacation policy
- Designated EY Paid Holidays
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