EY Tax Services Manager - National Tax - Private Client Services – Individual Global Tax Planning Center of Excellence - Dallas in Dallas, Texas
Tax Services Manager - National Tax - Private Client Services – Individual Global Tax Planning Center of Excellence - Dallas
Requisition # DAL005M5
Post Date Jul 12, 2018
Business is constantly evolving, and more than ever, staying competitive is all about identifying and adapting to change. Where there’s change, there’s risk, and our clients look to us for the authoritative experience and insights into strategic tax opportunities. As a Tax Manager, you’ll play a key role in that mission, providing tailored financial planning for some of our most prestigious clients across all backgrounds.
Private Client Services (PCS) 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 and compliance 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 driving a new individual tax service using a digital platform aimed at employees on the go. Our new tax app combines digital tax return delivery with the trust and experience of EY. We are looking for motivated, friendly, technical individuals to help us grow our business. Are you ready to be part of one of the fastest growing service lines at EY?
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 or managing teams to furnish high volumes of deliverables to the mass affluent population. 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.
Skills and attributes for success
Researching tax issues to develop effective tax planning strategies
Translating complex data from a range of sources into client-ready insights and deliverables
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
Managing, coaching and developing a team of tax professionals (onshore and offshore), reviewing work and helping to confirm they have the knowledge, tools and opportunities they need to excel
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 or financial planning experience
A CPA certification or membership in The Bar
Minimum of 5 years of work experience in professional services or professional tax organization
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
A commitment to continuing your learning
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
Strong analytical skills and attention to detail
The ability to adapt your work style to work with both internal and client team members
A thorough understanding of estate and wealth planning
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 22 days of vacation plus 10 observed holidays and 3 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
The freedom and flexibility to handle your role in a way that’s right for you
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.
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.