Private Tax Manager: Complex Returns & Client Leadership

EY; San Mateo (CA); Remote; USD 124,000 - 165,000; Full time

Job summary

EY is seeking a tax professional to deliver high-quality first-level reviews of tax returns while engaging with clients across the network. You will handle complex data and help ensure accurate, compliant tax submissions in a fast-paced environment.

You’ll work with tax and planning specialists to provide holistic service, stay updated on evolving tax laws, and leverage automation to improve processes. A CPA is ideal; a bachelor’s degree and MS Office proficiency are required.

Qualifications

• Bachelor's degree plus relevant work experience in tax.
• Understanding of automated tax processing systems and laws.
• Strong analytical, problem-solving and influencing abilities.
• Commitment to continuous learning in tax technology.
• Proficiency in Microsoft Office tools.

Responsibilities

• Provide first-level reviews of tax returns for clients.
• Maintain ongoing communication with clients during reviews.
• Analyze complex data and prepare authoritative work papers.
• Collaborate with tax specialists to deliver holistic service.

Skills

Tax data integration

Data analysis

Client service

MS Office proficiency

Tax software knowledge

Education

Bachelor's degree

CPA license (ideal)

Tools

Microsoft Office

Tax processing systems

Job description

EY is seeking a tax professional to deliver high-quality first-level reviews of tax returns while engaging with clients across the network. You will handle complex data and help ensure accurate, compliant tax submissions in a fast-paced environment.

You’ll work with tax and planning specialists to provide holistic service, stay updated on evolving tax laws, and leverage automation to improve processes. A CPA is ideal; a bachelor’s degree and MS Office proficiency are required.