EY

Business Tax Services – Private Tax, High Net Worth, Manager

EY

full-time

Posted on:

Location Type: Hybrid

Location: Boston • Massachusetts • United States

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Salary

💰 $106,500 - $195,100 per year

About the role

  • managing various responsibilities, from technical planning and advising of clients
  • being a trusted advisor and role model for clients and colleagues
  • personally coaching and developing a team
  • researching tax issues to develop effective tax planning strategies
  • translating complex data into client-ready insights
  • building long-term relationships with clients
  • communicating complex tax issues to non-tax professionals
  • maintaining reputation in the field by updating and sharing knowledge
  • identifying and reacting to risks and opportunities

Requirements

  • A bachelor's degree in a related field
  • significant 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
  • Experience with federal and state personal and trust taxation
  • Experience with flow through entities (S-Corps, Partnerships, LLC’s)
  • A thorough understanding of automated tax processing systems
  • Experience with Gift, Estate and Trust tax planning and compliance is a plus.
  • A commitment to continuing your learning
  • Excellent collaboration and negotiation skills
  • 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
  • Winter/Summer breaks
  • Personal/Family Care leaves
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
tax planningtax compliancefederal taxationstate taxationtrust taxationflow through entitiesautomated tax processing systemsGift tax planningEstate tax planningTrust tax planning
Soft Skills
coachingdeveloping teamscommunicationcollaborationnegotiationrelationship buildingadvisingrisk identificationopportunity recognitionknowledge sharing
Certifications
CPAmembership in The Bar