Tax Leadership Role for High Net Worth Individuals
1 week ago
We are seeking a Tax Senior Manager to join our team, where you will have the opportunity to build a career as unique as you are. As a key point of contact for a wide range of clients and colleagues, you will be part of a growing global team that delivers comprehensive solutions to clients.
Key Responsibilities- Review complex individual tax returns to income tax planning and advising high net worth individuals and families, developing into a trusted advisor role.
- Work with specialists in areas including International tax, state and local tax, and asset management to deliver comprehensive solutions to clients.
- Manage, coach, and develop a team of tax professionals, reviewing work, and ensuring they have the knowledge, tools, and opportunities to excel.
- A bachelor's degree in Accounting, supported by significant tax or financial planning experience.
- CPA license or a licensed Attorney is required.
- Minimum of 8 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 income tax.
- Excellent collaboration and negotiation skills, with the confidence to challenge senior colleagues.
- A thorough understanding of automated tax processing systems and laws within your area of expertise.
- A proven record in high net-worth tax planning.
- 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.
We offer a competitive salary ranging from $130,800 to $298,600, based on location. Our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. Join us in our hybrid model where most people in external, client-serving roles work together in person 40-60% of the time.
About UsEY exists to build a better working world, helping to create long-term value for clients, people, and society. We are an equal opportunity employer providing equal employment opportunities to applicants and employees without regard to any legally protected basis. If you need assistance applying online or need to request an accommodation, please call 1-800-EY-HELP3.
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