Job Title: Senior Manager - Private Tax - Cross Border
Job Responsibilities:
- Apply tax knowledge across various tax topics, focusing on the cross-border tax needs of high net worth individuals and affiliated entities.
- Manage technical planning and advising for high-profile individuals with complex tax expectations.
- Act as a trusted advisor and role model, coaching and developing a highly trained team.
- Handle activities with a focus on quality and commercial value, identifying additional services for clients.
- Apply rules related to controlled foreign corporations, passive foreign investment companies, foreign tax treaties, and foreign tax credits.
- Prepare or advise on domestic income and transfer tax and . international informational returns (Forms 5471, 8858, 8865, 1040, 1041, 1065, 3520, 3520A, and 706NA).
- Prepare or review US federal and state tax returns for high net worth individuals with cross-border tax compliance, including foreign corporations, partnerships, disregarded entities, and trusts.
- Design pre-immigration tax plans, assist with US exit planning, and handle multi-jurisdictional inheritance/succession planning.
- Translate complex data into client-ready insights and deliverables.
- Collaborate with the Global EY Private network and International Tax & Transactions Services desk network.
- Build effective long-term relationships with clients, understanding their unique needs.
- Communicate complex tax issues to non-tax professionals and clients.
- Maintain reputation by updating and sharing technical and practice knowledge.
- Identify and react to risks and opportunities to improve services and processes.
Education and Experience Information:
- A bachelor's degree in a related field with significant tax knowledge, CPA certification, or membership in The Bar.
- Minimum of 8 years of work experience in professional services or a professional tax organization.
- Thorough understanding of estate and wealth planning, federal and state personal and trust income tax.
- Excellent collaboration and negotiation skills.
- Understanding of automated tax processing systems and laws.
- Experience managing budgets and projects.
- Ideally, a proven record in high net-worth tax planning and a professional services environment.
- Experience in coaching and mentoring junior colleagues.
- Strong analytical skills and attention to detail.
- Ability to adapt work style for internal and client team members.
Salary Information:
- Competitive compensation package based on performance and value brought to the business.
- Base salary range in the US: $130,800 to $298,600.
- Base salary range for New York City Metro Area, Washington State, and California (excluding Sacramento): $156,900 to $339,300.
- Total Rewards package includes medical and dental coverage, pension, 401(k) plans, and a wide range of paid time off options.
- Flexible vacation policy, with time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence.
Company Overview:
- Company is a global leader in assurance, tax, transaction, and advisory services.
- Committed to building a better working world with a culture that believes in training, opportunities, and creative freedom.
- Offers a diverse and inclusive environment with globally connected teams.
- Provides support, coaching, and feedback from industry-engaging colleagues.
- Opportunities for skill development, career progression, and overseas assignments.
Application Information:
- Company accepts applications on an ongoing basis.
- Encourages candidates to demonstrate high-ethical standards and integrity.
- Offers a hybrid work model with an expectation to work in-person 40-60% of the time for client-serving roles.
