Senior Manager - Private Tax - Cross Border

EY; Buffalo (NY); Remote; USD 90,000 - 150,000; Full time

Job summary

An established industry player is seeking a Senior Manager for their Private Tax division, focusing on cross-border tax needs. This role involves advising high net worth individuals on complex tax issues, managing a team, and collaborating with global networks. The position offers a dynamic environment for professional growth, with opportunities to develop leadership skills and engage in challenging projects. Join this innovative firm to make a significant impact in the world of tax planning and compliance, while enjoying a competitive compensation package and comprehensive benefits.

Benefits

Medical and Dental Coverage

401(k) Plans

15 Days of Vacation

Paid Personal Days

Opportunities for Career Progression

Overseas Assignment Opportunities

Flexible Work Arrangements

Qualifications

• 8+ years of experience in professional tax services.
• Strong understanding of estate and wealth planning.
• Experience managing budgets and projects.

Responsibilities

• Manage tax planning and advising for high net worth individuals.
• Coach and develop a team while ensuring quality services.
• Identify additional services to provide to clients.

Skills

Controlled Foreign Corporations

Foreign Tax Treaties

Domestic Income Tax

Transfer Tax

Tax Compliance

Tax Planning

Analytical Skills

Communication Skills

Education

Bachelor's Degree in Tax or Related Field

CPA Certification

Tools

Automated Tax Processing Systems

Job description

Join to apply for the Senior Manager - Private Tax - Cross Border role at EY

Location: Anywhere in Country

At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.

Tax Senior Manager – EY Private, Cross Border Center of Excellence

As an EY Private Tax Senior Manager, with a focus on cross border tax needs of high net worth individuals and their affiliated entities, you will apply your tax knowledge across a wide range of tax topics and processes, devising elegant outcomes to some of the most complex challenges around. You’ll work with some of the world’s most successful private clients and businesses, and in return you can expect an incredible range of projects and responsibilities that will support your career growth.

The opportunity

EY Private is a growing practice within the organization, and you’ll see that growth reflected in your career. With a diverse portfolio of interesting and challenging work, you’ll make an impact on some of the most technically demanding tax planning projects around. You’ll be part of a growing global team, acting as a key point of contact for a wide range of clients and colleagues. This is an opportunity for cross-border and cross-functional teaming. In return, you can expect plenty of support designed with your own personal skills and experience. EY is a dynamic place to develop not only your technical tax knowledge, but also your professional leadership and business acumen.

Your Key Responsibilities

Depending on your unique skills and ambitions, you 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. That will make you a trusted advisor and role model for our people across multiple teams, making this a great place to develop a diverse network of collaborative colleagues. Whatever you find yourself doing, you’ll personally coach and develop a highly trained team, all while handling activities with a focus on quality and commercial value. You’ll also be responsible for identifying additional services to provide to our clients.

Skills And Attributes For Success

• Apply rules related to controlled foreign corporations and passive foreign investment companies onto tax returns
• Application of foreign tax treaties and foreign tax credits
• Experience preparing or advising on domestic income and transfer tax and/or U.S. international informational returns (Forms 5471, 8858, 8865, 1040, 1041, 1065, 3520, 3520A, and 706NA)
• Team members with a compliance focus: prepare or review US federal and state tax returns for high net worth individual US citizens living abroad, US residents holding non-US assets, or foreign nationals holding US assets. This role includes the preparation and review of the foreign info reporting requirements for cross border tax compliance such as foreign corporations, foreign partnerships, foreign disregarded entities and foreign trusts. Experience with relevant tax processing programs. Application of AI to data optimization and return process.
• Team members with an advisory focus:
  • Design pre-immigration tax plans
  • Classification of trusts for US tax purposes, and review of forms 3520
  • Assist with US exit planning
  • FIRPTA
  • Form the US tax piece of multi-jurisdictional inheritance/succession, including the use of trusts, both domestic and foreign
  • Identifying foreign reporting obligations
  • Prepare tax memorandums and opinions
• Translating complex data from a range of sources into client-ready insights and deliverables
• Collaborate daily with our Global EY Private network and International Tax & Transactions Services desk network.
• Support our Private practice with relevant tax analysis and address new trends/market opportunities.
• Work closely with rotators from our domestic teams, individuals on rotation from foreign affiliated firms, and our global deployment services team
• 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 your reputation in your field by constantly updating and sharing your technical and finest practice knowledge
• An appreciation of world affairs, cultures and protecting financial security.
• Identifying and reacting to risks and opportunities to improve our services and processes

To qualify for the role you must have

• A bachelor's degree in a related field, supported by significant tax and a CPA certification or membership in The Bar; Minimum of 8 years of work experience in professional services or professional tax organization
• A thorough understanding of estate and wealth planning; as well as experience with federal and state personal and trust income tax
• Excellent collaboration and negotiation skills, and the confidence to challenge senior colleagues and stakeholders from a diverse range of backgrounds
• A thorough understanding of automated tax processing systems and laws within your area of technical professionalism
• Experience managing budgets and projects

Ideally, you’ll also have

• A proven record in high net-worth tax planning
• A proven record in a professional services environment
• Experience in coaching and mentoring junior colleagues
• Executive presence and business development skills
• Strong analytical skills and attention to detail
• The ability to adapt your work style to work with both internal and client team members

What We Look For

We’re interested in tax professionals with a genuine interest in providing outstanding services to some of the world’s most influential people. Working with people from all backgrounds, from executives and entrepreneurs to investors and families, you’ll use your experience and status as a trusted advisor to maintain and further our reputation for excellence.

What Working At EY Offers

We offer a competitive compensation package where you’ll be rewarded based on your performance and recognized for the value you bring to our business. In addition, our Total Rewards package includes medical and dental coverage, both pension and 401(k) plans, a minimum of 15 days of vacation plus ten observed holidays and three paid personal days, and a range of programs and benefits designed to support your physical, financial and social well-being. Plus, we offer:

• Support, coaching and feedback from some of the most engaging colleagues in the industry
• Opportunities to develop new skills and progress your career
• A network of overseas colleagues, and chances to relocate or take on overseas assignments
• The freedom and flexibility to handle your role in a way that’s right for you

About EY

As a global leader in assurance, tax, transaction and advisory services, we hire and develop the most passionate people in their field to help build a better working world. This starts with a culture that believes in giving you the training, opportunities and creative freedom to make things better. So that whenever you join, however long you stay, the exceptional EY experience lasts a lifetime.

Application Call

If you can confidently demonstrate that you meet the criteria above, please contact us as soon as possible. Build your legacy with us. Apply today.

EY, an equal employment opportunity employer (Females/Minorities/Protected Veterans/Disabled), values the diversity of our workforce and the knowledge of our people.