Senior Manager - Private Tax - Cross Border

EY; Sacramento (CA); Remote; USD 120,000 - 180,000; Full time

Job summary

An established industry player is seeking a Senior Manager in Private Tax, focusing on cross-border tax issues for high-net-worth individuals. In this dynamic role, you will manage complex tax planning projects and collaborate with a global team, enhancing your technical and leadership skills. This opportunity allows you to engage with some of the world's most successful private clients, providing valuable insights and services. Join a forward-thinking organization that values diversity and offers a flexible, inclusive work environment, along with opportunities for international assignments and career development.

Benefits

Competitive compensation

Comprehensive benefits

Flexible work environment

Opportunities for international assignments

Career development support

Work-life balance support

Qualifications

• At least 8 years of relevant experience in tax planning.
• 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, ensuring quality and value.

Skills

Controlled foreign corporations

Foreign tax treaties

US international informational returns

US federal and state tax compliance

Pre-immigration planning

Trust classification

US exit strategies

FIRPTA

Multi-jurisdictional inheritance

Client insights translation

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 diverse, global team and help 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 issues for high-net-worth individuals and their entities, you will leverage your tax expertise across various topics and challenges. You will work with some of the world’s most successful private clients and businesses, engaging in diverse projects that foster your career growth.

The opportunity

EY Private is expanding, offering you a chance to grow professionally. You will handle complex tax planning projects, collaborate with a global team, and develop your technical and leadership skills in a dynamic environment.

Your Key Responsibilities

• Manage technical planning and client advising for high-net-worth individuals.
• Serve as a trusted advisor and role model across teams.
• Coach and develop team members, ensuring quality and value in activities.
• Identify and propose additional services to clients.

Skills And Attributes For Success

• Experience with controlled foreign corporations, foreign tax treaties, and US international informational returns.
• Knowledge of US federal and state tax compliance, including foreign reporting requirements.
• Advisory skills in pre-immigration planning, trust classification, US exit strategies, FIRPTA, and multi-jurisdictional inheritance.
• Ability to translate complex data into client insights, collaborate globally, and communicate effectively with non-tax professionals.

Minimum Qualifications

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

Preferred Qualifications

• Proven high-net-worth tax planning experience.
• Experience mentoring junior staff, business development, and demonstrating executive presence.

What We Offer

Competitive compensation, comprehensive benefits, and a flexible, inclusive work environment. Opportunities for international assignments, career development, and work-life balance support are also provided.

About EY

EY is a global leader in assurance, tax, transaction, and advisory services. We foster a culture of continuous learning and diversity, committed to building a better working world.

If you meet the criteria, apply today to build your legacy with us. EY is an equal opportunity employer, valuing diversity and inclusion.