Hybrid Tax Manager – Financial Services, Private Tax

at EY

• Job title: Tax Manager – Financial Services, Private Tax
• Job type: Full Time
• Experience level: Mid level, Senior
• Salary: $106,500 - $195,100 per year
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, Chicago, United States

About the role

• Managing tax responsibilities for high-growth private companies within EY's FSO team. Coaching a skilled team while developing tax strategies and client relationships.

Responsibilities

• Managing various responsibilities, from technical planning and advising of clients that include private entities (including C-Corp, S-Corp and Partnerships) as well as high-profile individuals/families.
• Coaching and developing a highly trained team while handling activities with a focus on quality and commercial value.
• Researching tax issues to develop effective tax planning strategies.
• Translating complex data from a range of sources into client-ready insights and deliverables.
• Building effective long-term relationships with 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 services and processes.

Requirements

• A bachelor's degree in a related field, supported by significant tax, business or financial planning experience
• CPA certification
• Licensed Attorney
• 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

Benefits

• medical and dental coverage
• pension and 401(k) plans
• wide range of paid time off options
• flexible vacation policy
• designated EY Paid Holidays
• Winter/Summer breaks
• Personal/Family Care