Financial Services - Wealth and Asset Management - Tax Manager
Welcome to Ernst & Young, where we help our clients navigate the complex world of financial services with confidence and precision. As a Tax Manager in our Wealth and Asset Management department, you will play a crucial role in managing tax compliance and planning for our clients, ranging from high-net-worth individuals to large institutional investors. We are looking for a dynamic and driven individual with a strong background in tax law and a passion for helping clients achieve their financial goals. Join us in delivering exceptional service and making a meaningful impact in the world of wealth and asset management.
- Manage tax compliance for clients in the wealth and asset management industry, ensuring all tax regulations are followed accurately and timely.
- Develop and implement tax planning strategies for clients, taking into account their unique financial goals and objectives.
- Conduct thorough research and analysis of tax laws and regulations to stay updated on changes and identify opportunities for clients.
- Provide expert advice and guidance to clients on complex tax issues, including estate planning, investment taxation, and international tax considerations.
- Collaborate with cross-functional teams to ensure seamless integration of tax strategies with overall financial planning for clients.
- Oversee and review tax returns prepared by junior staff, ensuring accuracy and adherence to regulatory requirements.
- Build and maintain strong relationships with clients, serving as a trusted advisor and understanding their evolving needs.
- Keep abreast of industry trends and developments in tax law, sharing knowledge and insights with colleagues and clients.
- Represent the firm in client meetings and other professional events, showcasing our expertise and commitment to exceptional service.
- Mentor and coach junior tax professionals, providing guidance and support for their career growth and development.
Extensive Knowledge Of Tax Laws And Regulations: The Ideal Candidate Should Have A Strong Understanding Of Tax Laws And Regulations At Both The National And International Level. This Includes A Thorough Understanding Of Tax Planning, Compliance, And Reporting Requirements.
Experience In Wealth And Asset Management: The Candidate Should Have A Minimum Of 5-7 Years Of Experience In The Wealth And Asset Management Industry. This Includes Experience In Tax Planning And Compliance For High Net Worth Individuals, Family Offices, And Investment Funds.
Professional Qualifications And Certifications: A Candidate With A Cpa, Ca, Or Other Relevant Professional Certification Will Be Preferred. This Demonstrates A Strong Foundation In Accounting And Tax Principles, As Well As A Commitment To Ongoing Professional Development.
Strong Communication And Interpersonal Skills: As A Tax Manager, The Candidate Will Be Expected To Communicate Complex Tax Issues To Clients And Team Members In A Clear And Concise Manner. Strong Interpersonal Skills Are Also Necessary For Building And Maintaining Relationships With Clients And Colleagues.
Leadership And Project Management Experience: The Ideal Candidate Should Have Experience In Managing And Leading A Team, As Well As Managing Multiple Projects Simultaneously. This Includes The Ability To Delegate Tasks, Prioritize, And Meet Tight Deadlines While Maintaining A High Level Of Accuracy And Attention To Detail.
Risk Management
Financial Analysis
Portfolio Management
Regulatory compliance
Asset management
wealth management
Estate Planning
Tax Planning
Tax Compliance
Investment Strategies
Tax Optimization
Client Advisory
Communication
Conflict Resolution
Emotional Intelligence
Leadership
Time management
creativity
Teamwork
Active Listening
Adaptability
Problem-Solving
According to JobzMall, the average salary range for a Financial Services - Wealth and Asset Management - Tax Manager in New York, NY 10001, USA is $120,000 - $170,000 per year. This range can vary depending on factors such as experience, education, and specific job responsibilities.
Apply with Video Cover Letter Add a warm greeting to your application and stand out!
EY is a global leader in assurance, tax, transaction and advisory services. The insights and quality services we deliver help build trust and confidence in the capital markets and in economies the world over. We develop outstanding leaders who team to deliver on our promises to all of our stakeholders. In so doing, we play a critical role in building a better working world for our people, for our clients and for our communities.
Get interviewed today!
JobzMall is the world‘ s largest video talent marketplace.It‘s ultrafast, fun, and human.
Get Started