EY Tax Manager – Private Client Services – Financial Services: Bermuda in Hamilton, Bermuda
Tax Manager – Private Client Services – Financial Services: Bermuda
Requisition # HAM000US
Post Date Mar 27, 2018
EY is the only professional services firm with a separate business unit (“FSO”) that is dedicated to the financial services marketplace. Our FSO teams havebeen at the forefront of every event that has reshaped and redefined the financial services industry. If you have a passion for rallying together to solve the most complex challenges in the financial services industry, come join our dynamic FSO team!
As a market segment of the FSO, the BBC includes the Bahamas, Bermuda, British Virgin Islands, and Cayman Islands. The BBC operates as one regional practice and we pride ourselves on attracting the best talent from across the globe. By joining the BBC, you will receive unmatched exposure and experience to our continuously growing portfolio of diverse financial services clients.
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 a dynamic place to develop not only your technical tax knowledge, but also your professional leadership and business acumen.
Your key responsibilities
You will be reviewing complex individual tax returns to income tax planning and advising of high net worth individuals and families, allowing you to develop into a trusted advisor role to client. You will work with specialists in our other areas including International tax, state and local tax and asset management to deliver comprehensive solutions to our clients. You will be managing, coaching and developing a team of tax professionals, reviewing work and helping to confirm the have the knowledge, tools and opportunities they need to excel.
Skills and attributes for success
Performing high quality review of complex tax returns
Knowledge/experience in handling hedge fund and Private equity K-1s
Researching tax issues to develop effective tax planning strategies and translate 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
Maintaining your reputation in your field by constantly updating and sharing your technical and finest practice knowledge
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 an accounting, finance or a business discipline,and a minimum of 5 years of work experience in professional services or a professional tax organization
A CPA (or equivalent internationally recognized accounting designation), Enrolled Agent and/or LLM certification is required
A thorough understanding of estate and wealth planning
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
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
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, dental and vision coverage, competitive pension plan, a minimum of 25 days of vacation plus 11 observed holidays, 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 in 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’re using the finance products, expertise and systems we’ve developed to 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.And with a commitment to hiring and developing the most passionate people, we’ll make our ambition to be the best employer by 2020 a reality.
If you can confidently demonstrate that you meet the criteria above, please contact us as soon as possible.
Join us in building a better working world.