Job Information
EY Business Tax Services- Partner of the Firm- Manager in Madison, Wisconsin
Location: San Diego, Dallas, New York
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Tax – Business Tax – Partner of the Firm – Manager
Will you shape the future or will the future shape you?
The opportunity
A company's "people investment" is one of its most significant investments and EY’s Partner of the Firm practice is supported by nationally sponsored, world-class technology and tools and a consistent process to deliver quality income tax returns. We are a specialized practice dedicated to serving the individual tax compliance needs of EY’s US based partners. There are no sales pressures or sales goals in our group. We retain our annuity work and earn new work (newly promoted partners and direct admits) by providing exceptional client service to our existing client base.
As a Manager in Private Tax, you will be at the forefront of providing personal and private tax advice and compliance support to business owners, business-owning families, and owners of private wealth. You’ll advise on matters involving family, business entities, and private wealth management, including High Net Worth Individuals’ personal business matters, family and business governance, wealth transfer succession, family constitutions, and cross-border multijurisdictional families. Key responsibilities include:
Leading the delivery of tailored tax advice and compliance solutions for complex family and business structures.
Supporting clients in wealth transfer, succession planning, and governance strategies.
Navigating the unique challenges of multijurisdictional families and cross-border tax matters.
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, to preparation of their various tax return filing obligations. At all times you will be working to be 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
The core purpose of this role is to effectively manage and deliver one or more processes, solutions, and projects, with a strong focus on quality and risk management. You will be responsible for continuous process improvement, identifying innovative solutions through research and analysis, and applying best practices. The role offers the opportunity to guide and supervise professional employees or others to deliver complex technical initiatives, with accountability for performance and results. You’ll apply your depth of expertise to interpret internal and external issues, recommend quality solutions, and meet performance objectives and metrics in client service, risk management, sales, and business growth. Regular travel may be required to meet client needs, and you’ll actively participate in client working sessions on a daily basis.
Analytical/Decision Making Responsibilities:
Develop solutions to complex problems.
Recommend changes to policies and establish procedures that affect your immediate work area and possibly the broader business function.
Exercise judgment in selecting methods, techniques, and evaluation criteria for obtaining results.
Skills and attributes for success
Success in this role will be driven by your ability to manage complex projects, deliver high-quality solutions, and lead teams with broad visibility. Your analytical skills, commercial acumen, and ability to drive outcomes will set you apart.
Managing a book of EY partner tax returns including regular communications
Final review and signing of individual income tax return
Communicating complex tax issues to non-tax professionals and clients
Demonstrated ability to manage and deliver processes, solutions, and projects while maintaining a focus on quality and risk management.
Experience in continuous process improvement and identification of innovative solutions through research and analysis.
Identifying and reacting to risks and opportunities to improve our services and processes
Proven ability to guide and supervise others to deliver complex technical initiatives, with accountability for performance and results.
Depth of expertise in interpreting internal and external issues to recommend quality solutions.
Track record of meeting performance objectives and metrics in client service, risk management, sales, and business growth.
To qualify for the role, you must have
Bachelor’s degree required (4-year degree). degree in a related field, supported by significant tax or financial planning experience
A CPA certification, membership in The Bar
Typically, no less than 4 - 6 years relevant experience.
A minimum of 5 years of individual tax experience
Experience with federal and state personal income tax
A thorough understanding of automated tax processing systems and laws within your area of technical professionalism
Ideally, you’ll also have
A proven record in high net-worth tax planning
Experience leading workstream delivery and tracking project status.
Ability to implement resource plans and budgets for complex initiatives.
Experience managing engagement economics and identifying opportunities for additional services.
Exposure to leading RFP responses and participating in client working sessions.
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 seek top performers who are passionate about delivering high-quality solutions, thrive in dynamic environments, and demonstrate strong leadership and analytical skills. The ideal candidate is adaptable, commercially minded, and committed to continuous learning and innovation.
Are you ready to shape your future with confidence? Apply today.
What we offer you
At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .
We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $106,500 to $195,100. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $127,700 to $221,700. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
Are you ready to shape your future with confidence? Apply today.
EY accepts applications for this position on an on-going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
EY | Building a better working world
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
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EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com .