Ernst & Young/ EY

Private Client Services-Tax Manager

Ernst & Young/ EY

San Jose, CA, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

As a Private Client Services-Tax Manager at Ernst & Young/ EY, you will have the opportunity to develop your expertise and grow your career in a dynamic and collaborative team environment. We are looking for a professional with strong technical, communication, and client service skills to join our team of experienced tax advisors.In this role, you will be responsible for providing tax advice to private clients and their families, as well as helping them to meet their objectives. You will be working with a variety of clients, including entrepreneurs, high-net-worth individuals, families, and trusts.This position requires a minimum of 5 years of professional experience in private client tax services and a strong working knowledge of US federal and state tax laws and regulations. Being familiar with international tax regulations is also beneficial. Additionally, a CPA, JD, or LLM is preferred.The ideal candidate must be able to work effectively in a team setting while also demonstrating the ability to take initiative, manage multiple projects, and maintain client relationships. A customer-focused attitude and the ability to communicate complex tax information in a clear and concise manner are also essential. If you have a passion for providing exceptional client service and have the required qualifications, we would love to hear from you.

Responsibilities:

  1. Provide tax advice to private clients and their families.
  2. Help clients meet their objectives.
  3. Work with a variety of clients, including entrepreneurs, high-net-worth individuals, families, and trusts.
  4. Maintain a strong working knowledge of US federal and state tax laws and regulations.
  5. Familiarity with international tax regulations is beneficial.
  6. Demonstrate the ability to take initiative, manage multiple projects, and maintain client relationships.
  7. Communicate complex tax information in a clear and concise manner.
  8. Provide exceptional client service.
Where is this job?
This job is located at San Jose, CA, USA
Job Qualifications
  • Excellent Communication And Interpersonal Skills

  • Cpa Qualification

  • Experience In Private Client Services

  • Ability To Think Strategically And Analytically

  • Tax Expertise

  • Exceptional Client Relationship Building Skills

  • Experience In Estate Planning And Trust Administration

  • Ability To Work With Partners And Clients From Diverse Backgrounds

Required Skills
  • Risk Management

  • Financial Reporting

  • Accounting

  • Research

  • Project Management

  • Problem Solving

  • Negotiation

  • Auditing

  • Compliance

  • Business Strategy

  • Analysis

  • Client management

  • Taxation

  • Tax Planning

  • Advisory Services

Soft Skills
  • Communication

  • Leadership

  • Time management

  • Interpersonal Skills

  • creativity

  • self-motivation

  • Critical thinking

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Private Client Services-Tax Manager in San Jose, CA, USA is $112,000 to $165,000. This salary range is based on the median salaries reported by job postings on JobzMall. The range may vary depending on the individual's experience, qualifications, and other factors.

Additional Information
Ernst & Young/ EY is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedNovember 17th, 2023
Apply BeforeMay 22nd, 2025
This job posting is from a verified source. 
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About Ernst & Young/ EY

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.

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