Job Details

Tax Manager Private Client Services

Company name

Ernst & Young Global Limited

Organization Type


Job Type

Non-practicing Attorney

Date Last Verified

Mar 17,2019

Valid Through

Jun 30,2019

Posted on

Jul 19,2018

Years of Experience

Min 5 yrs required


San Antonio, TX, United States

Employment Type



Practice Area
Tax >> Tax - General
Trusts and Estates >> Trusts and Estates
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Tax Manager - Private Client Services
The candidate will be researching tax issues to develop effective tax planning strategies. Will be translating complex data from a range of sources into client-ready insights and deliverables. Building effective long-term relationships with our clients, understanding their unique needs to provide a tailored service. Communicating complex tax issues to non-tax professionals and clients. Maintaining 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 our services and processes.

Qualification and Experience

The candidate should have bachelor's degree in a related field, supported by significant tax or financial planning experience. Should have CPA certification or membership in The Bar. Should have 5+ years of work experience in professional services or professional tax organization. Should have thorough understanding of estate and wealth planning. Experience with federal and state personal and trust income tax is essential. Excellent collaboration and negotiation skills, and the confidence to challenge senior colleagues and stakeholders from a diverse range of backgrounds is essential. Must have thorough understanding of automated tax processing systems and laws within your area of technical professionalism. A proven record in high net-worth tax planning is desired. A proven record in a professional services environment is ideal. Experience in coaching and mentoring junior colleagues is ideal.

Additional info

Ref. SAN0081F

Company info

Hiring Coordinator
Ernst & Young Global Limited
1900 Frost Bank Tower
100 West Houston Street
San Antonio, TX 78205

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