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Years of Experience
ProfileTax Services Senior Manager - Business Tax Services - Private Client Services The candidate depending on unique skills and ambitions, could be managing various responsibilities, from technical planning and advising of clients that include high-profile individuals of extremely high net worth, and expectations to match. Also be responsible for identifying additional services to provide to clients. Duties: 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 our clients, understanding their unique needs to provide a tailored service. Communicating complex tax issues to non-tax professionals and clients. Maintaining reputation in field by constantly updating and sharing technical and finest practice knowledge. Supervising high-performing teams and sharing experience and knowledge of leading-practices. Identifying and reacting to risks and opportunities to improve services and processes.
Qualification and Experience
A Bachelor's degree in a related field, supported by significant tax or financial planning experience and a CPA certification or membership in The Bar is required. Should have 8 years of work experience in professional services or professional tax organization. Should have experience managing budgets and projects. Experience in coaching and mentoring junior colleagues is preferred. Must have thorough understanding of estate and wealth planning; as well as experience with federal and state personal and trust income tax. Should have excellent collaboration and negotiation skills, and the confidence to challenge senior colleagues and stakeholders from a diverse range of backgrounds. Must have thorough understanding of automated tax processing systems and laws within area of technical professionalism. A proven record in high net-worth tax planning is preferred. Should have executive presence and business development skills.
Ernst & Young Global Limited
4370 La Jolla Village Drive
San Diego, CA 92122