
Private Client Services Tax Manager
Welcome to EY, where we believe in building a better working world for our clients and communities. We are currently looking for a highly skilled and motivated Private Client Services Tax Manager to join our team. As a member of our Private Client Services team, you will have the opportunity to work with high net worth individuals and their families, providing innovative tax planning strategies and personalized solutions. We are seeking a candidate with a strong background in tax compliance and consulting, excellent communication skills, and a passion for delivering exceptional client service. If you are looking for a challenging and rewarding career at a leading professional services firm, we invite you to apply for this exciting opportunity.
- Develop and implement innovative tax planning strategies for high net worth individuals and their families.
- Provide personalized tax solutions to clients, taking into consideration their unique financial situation and goals.
- Maintain a thorough understanding of current tax laws and regulations to ensure compliance for clients.
- Analyze and review tax returns to identify potential areas for tax savings and optimization.
- Collaborate with other team members and departments to provide comprehensive and integrated solutions for clients.
- Communicate effectively with clients to understand their needs and provide exceptional client service.
- Act as a trusted advisor to clients, building strong relationships and providing valuable tax advice.
- Stay up-to-date with industry developments and changes in tax legislation to ensure the highest level of service for clients.
- Manage a team of tax professionals, providing guidance, training, and development opportunities.
- Monitor project timelines and budgets to ensure timely and efficient delivery of services.
- Identify opportunities to expand services and grow the Private Client Services business.
- Represent the firm at industry events and conferences to promote the Private Client Services brand.
- Demonstrate a commitment to EY's values and culture, promoting a positive and inclusive work environment.
- Adhere to ethical and professional standards in all interactions with clients and colleagues.
- Continuously seek opportunities for professional growth and development, staying current with industry trends and best practices.
Bachelor's Degree In Accounting, Finance, Or A Related Field.
Cpa Certification Or Other Relevant Professional Certifications (E.g. Ea, Cfp).
Minimum Of 5 Years Of Experience In Tax Compliance And Planning For High Net Worth Individuals And Families.
Strong Knowledge Of Federal And State Tax Laws, Regulations, And Compliance Requirements.
Excellent Communication And Interpersonal Skills, With The Ability To Build And Maintain Relationships With Clients And Team Members.
Financial Analysis
Team Management
Compliance Management
Risk assessment
Client Relations
Strategic Thinking
wealth management
Estate Planning
Trust Administration
Tax Planning
Investment Advisory
Tax Legislation
Communication
Conflict Resolution
Emotional Intelligence
Leadership
Time management
creativity
Critical thinking
Teamwork
Adaptability
Problem-Solving
According to JobzMall, the average salary range for a Private Client Services Tax Manager in Dallas, TX, USA is $100,000-$150,000 per year. This may vary depending on factors such as the company, experience level, and specific job responsibilities.
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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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