Senior Manager - Private Tax - Cross Border

EY; Milwaukee (WI); Remote; USD 80,000 - 150,000; Full time

Job summary

An established industry player seeks a Senior Manager in Private Tax to lead cross-border tax planning for high-net-worth clients. This role involves managing complex tax projects, mentoring team members, and enhancing client relationships. With opportunities for international assignments and a supportive work environment, you'll be part of a diverse team committed to excellence. If you're passionate about tax and eager to make a significant impact, this position offers a pathway to advance your career while contributing to a better working world.

Benefits

Competitive compensation

Health coverage

Retirement plans

Paid time off

Flexible work arrangements

International assignments

Skill development opportunities

Qualifications

• 8+ years of relevant experience in tax planning for high-net-worth individuals.
• Deep understanding of estate, wealth, and trust tax planning.

Responsibilities

• Manage technical planning and client advising for high-net-worth individuals.
• Coach and develop team members, focusing on quality and value.

Skills

Controlled foreign corporations

Passive foreign investment companies

Foreign tax treaties

Domestic and international tax returns

Pre-immigration tax plans

Trust classification

US exit planning

Multi-jurisdictional inheritance

Foreign reporting obligations

Client relationship management

Education

Bachelor’s degree in a related field

CPA or Bar membership

Job description

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

Location: Anywhere in Country

At EY, we’re committed to shaping your future with confidence. We support your success within a globally connected, diverse team, helping you advance your career and build a better working world.

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

As an EY Private Tax Senior Manager, focusing on cross-border tax needs of high net worth individuals and their entities, you will leverage your tax expertise across various topics and challenges, working with some of the world’s most successful private clients and businesses. You will be involved in a wide range of projects that promote your professional growth.

The opportunity

EY Private is a growing practice, reflecting in your career growth. You will handle technically demanding tax planning projects, collaborate with a global team, and act as a key contact for clients and colleagues. This role offers opportunities for cross-border and cross-functional teamwork, with ample support to enhance your technical, leadership, and business skills.

Your Key Responsibilities

• Manage technical planning and client advising, especially for high-net-worth individuals, becoming a trusted advisor and role model.
• Coach and develop team members, focusing on quality and value, and identify additional client services.

Skills And Attributes For Success

• Experience with controlled foreign corporations, passive foreign investment companies, foreign tax treaties, and credits.
• Preparation or advising on domestic and international tax returns (e.g., Forms 5471, 8858, 8865, etc.).
• For compliance-focused team members: handling US federal/state tax returns and foreign info reporting for cross-border compliance.
• For advisory-focused team members: designing pre-immigration tax plans, trust classification, US exit planning, FIRPTA, multi-jurisdictional inheritance, foreign reporting obligations, and preparing tax memoranda.
• Ability to translate complex data into client-ready insights and collaborate with global teams.
• Support the private practice with tax analysis and market trend insights.
• Build long-term client relationships, communicate complex issues clearly, and stay updated on technical best practices.
• Understanding of world affairs, cultures, and financial security.
• Proactive in identifying risks and opportunities to improve services and processes.

Minimum Qualifications

• Bachelor’s degree in a related field, CPA or Bar membership, with at least 8 years of relevant experience.
• Deep understanding of estate, wealth, and trust tax planning, and experience with federal/state tax.
• Strong collaboration, negotiation, and management skills, with experience managing budgets and projects.

Preferred Qualifications

• Proven high-net-worth tax planning experience.
• Experience mentoring junior staff, with business development skills, and analytical attention to detail.

What We Look For

Tax professionals passionate about serving influential clients, capable of using their expertise to maintain EY’s reputation for excellence.

What Working At EY Offers

• Competitive compensation, benefits, and a supportive environment for skill development and career progression.
• Opportunities for international assignments, flexible work arrangements, and a comprehensive benefits package including health coverage, retirement plans, and paid time off.

About EY

EY is a global leader in assurance, tax, transaction, and advisory services, committed to building a better working world through innovative solutions, diverse teams, and a culture of integrity and development.

If you meet these criteria, we encourage you to apply promptly. Build your legacy with EY—apply today.