Ernst & Young/ EY

Private Client Services Tax Manager

Ernst & Young/ EY

Dallas, TX, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

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.

  1. Develop and implement innovative tax planning strategies for high net worth individuals and their families.
  2. Provide personalized tax solutions to clients, taking into consideration their unique financial situation and goals.
  3. Maintain a thorough understanding of current tax laws and regulations to ensure compliance for clients.
  4. Analyze and review tax returns to identify potential areas for tax savings and optimization.
  5. Collaborate with other team members and departments to provide comprehensive and integrated solutions for clients.
  6. Communicate effectively with clients to understand their needs and provide exceptional client service.
  7. Act as a trusted advisor to clients, building strong relationships and providing valuable tax advice.
  8. Stay up-to-date with industry developments and changes in tax legislation to ensure the highest level of service for clients.
  9. Manage a team of tax professionals, providing guidance, training, and development opportunities.
  10. Monitor project timelines and budgets to ensure timely and efficient delivery of services.
  11. Identify opportunities to expand services and grow the Private Client Services business.
  12. Represent the firm at industry events and conferences to promote the Private Client Services brand.
  13. Demonstrate a commitment to EY's values and culture, promoting a positive and inclusive work environment.
  14. Adhere to ethical and professional standards in all interactions with clients and colleagues.
  15. Continuously seek opportunities for professional growth and development, staying current with industry trends and best practices.
Where is this job?
This job is located at Dallas, TX, USA
Job Qualifications
  • 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.

Required Skills
  • Financial Analysis

  • Team Management

  • Compliance Management

  • Risk assessment

  • Client Relations

  • Strategic Thinking

  • wealth management

  • Estate Planning

  • Trust Administration

  • Tax Planning

  • Investment Advisory

  • Tax Legislation

Soft Skills
  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Time management

  • creativity

  • Critical thinking

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

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.

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 PostedApril 3rd, 2024
Apply BeforeJanuary 14th, 2026
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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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