Senior Manager - Private Tax - Cross Border

EY; Portland (OR); Remote; USD 90,000 - 150,000; Full time

Job summary

An established industry player is seeking a Senior Manager in Private Tax to lead cross-border tax planning for high-net-worth individuals. This role offers the chance to engage with prestigious clients, manage complex tax projects, and develop your leadership skills in a collaborative environment. With a focus on quality and value creation, you will leverage your expertise to provide tailored tax solutions while fostering professional growth. Join this dynamic team and contribute to building a better working world through innovative tax strategies and exceptional client service.

Benefits

Competitive compensation

Career development opportunities

Global mobility options

Flexible work arrangements

Supportive environment

Qualifications

• 8+ years of professional tax experience with a focus on high-net-worth individuals.
• Deep understanding of estate and wealth planning, federal and state trust income tax.

Responsibilities

• Manage technical planning and advise high-net-worth clients.
• Collaborate globally and serve as a key contact for clients.

Skills

Controlled foreign corporations rules

Foreign tax treaties and credits

Domestic and international tax returns

US federal and state tax compliance

Pre-immigration tax plans

Client relationship management

Project management

Education

Bachelor’s degree in a related field

CPA or Bar membership

Tools

Automated tax processing systems

Job description

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At EY, we’re committed to shaping your future with confidence. We support your success in a globally connected, diverse environment, helping you advance your career. Join EY and contribute to building 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. You’ll work with some of the world’s most successful private clients and businesses, engaging in a range of projects that promote your professional growth.

The opportunity

EY Private is expanding, reflecting in your career growth. You’ll handle technically demanding tax planning projects, collaborate globally, and serve as a key contact for clients and colleagues. This role offers opportunities for cross-border teamwork and professional development in technical tax knowledge, leadership, and business acumen.

Your Key Responsibilities

Depending on your skills, you may manage technical planning, advise high-net-worth clients, coach teams, and identify additional services. Your focus will be on quality and value creation.

Skills And Attributes For Success

• Applying rules related to controlled foreign corporations and passive foreign investment companies.
• Applying foreign tax treaties and credits.
• Preparing or advising on domestic and international tax returns and informational reports, including Forms 5471, 8858, 8865, 1040, 1041, 1065, 3520, 3520A, and 706NA.
• Experience with US federal and state tax compliance for high-net-worth individuals abroad and foreign nationals with US assets, including foreign reporting requirements and AI data optimization.
• Designing pre-immigration tax plans, classifying trusts, US exit planning, FIRPTA, multi-jurisdictional inheritance, foreign reporting, and preparing tax memorandums.
• Translating complex data into insights, collaborating across global teams, supporting market opportunities, and building client relationships.
• Communicating complex issues to non-tax professionals, maintaining technical knowledge, and understanding global affairs.

Minimum Qualifications

• Bachelor’s degree in a related field, CPA or Bar membership, with at least 8 years of professional tax experience.
• Deep understanding of estate and wealth planning, federal and state trust income tax.
• Strong collaboration, negotiation, and project management skills.
• Experience with automated tax processing systems.

Preferred Qualifications

• Proven high-net-worth tax planning experience.
• Experience mentoring colleagues, business development skills, analytical mindset, and adaptability.

What We Look For

Tax professionals committed to serving high-profile clients, with excellent interpersonal skills and a reputation for technical excellence.

What Working At EY Offers

Competitive compensation, benefits, supportive environment, career development, global mobility, and flexible work arrangements.

About EY

EY is a global leader in assurance, tax, transaction, and advisory services, fostering a culture of innovation, diversity, and integrity. We provide training, growth opportunities, and a collaborative environment to help you succeed.

If you meet the criteria, contact us promptly. Build your legacy with EY. Apply today.