Tax Manager - Business Tax Services - Private Tax - Cross Border

Location: Anywhere in Country

At EY, we’re all in to shape your future with confidence. 

 

We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go.  Join EY and help to build a better working world.

 

Tax Manager – National Tax/EY Private, Cross Border Center of Excellence

As an EY Private Tax Manager, with a focus on cross border tax needs of high net worth individuals and their affiliated entities, you will apply your tax knowledge across a wide range of tax topics and processes, devising elegant outcomes to some of the most complex challenges around. You’ll work with some of the world’s most successful private clients and businesses, and in return you can expect an incredible range of projects and responsibilities that will support your career growth.

 

The opportunity 

EY Private 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 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 

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. 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. You’ll also be responsible for identifying additional services to provide to our clients.

 

Skills and attributes for success

• Collaborate daily with our Global EY Private network and International Tax & Transactions Services desk network. 
• Support our Private regional teams with relevant tax analysis and address new trends/market opportunities.
• Work closely with rotators from our domestic regions, individuals on rotation from foreign affiliated firms, and our global deployment services team
• Explain issues related to controlled foreign corporations and passive foreign investment companies
• Application of foreign tax treaties and foreign tax credits
• Experience preparing or advising on domestic income and transfer tax and/or U.S. international informational returns (Forms 706, 709, 5471, 8858, 8865, 1040, 1041, 1065, 3520, 3520A)
• Team members with a compliance focus:  prepare or review US federal and state tax returns for high net worth individual US citizens living abroad, US residents holding non US assets, or foreign nationals holding US assets.  This role includes the preparation and review of the foreign info reporting requirements for cross border tax compliance such as foreign corporations, foreign partnerships, foreign disregarded entities and foreign trusts. Experience with relevant tax processing programs. 
• Team members with an advisory focus:
  • Design pre-immigration tax plans
  • Classification of trusts for US tax purposes, and review of forms 3520
  • Assist with US exit planning
  • FIRPTA
  • Form the US tax piece of multi-jurisdictional inheritance/succession, including the use of trusts, both domestic and foreign
  • Identifying foreign reporting obligations
  • Prepare tax memorandums and opinions
• 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
• An appreciation of world affairs, cultures and protecting financial security. 
• 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 and a CPA certification or membership in The Bar; Minimum of 5 years of wo