Des Moines, IA, 50381, USA
20 hours ago
Senior Manager - 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 Senior Manager –EY Private, Cross Border Center of Excellence** As an EY Private Tax Senior 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** + Apply rules related to controlled foreign corporations and passive foreign investment companies onto tax returns + 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 5471, 8858, 8865, 1040, 1041, 1065, 3520, 3520A, and 706NA) + 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 nonUS 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. Application of AI to data optimization and return process. + 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 + Collaborate daily with our Global EY Private network and International Tax & Transactions Services desk network. + Support our Private practice with relevant tax analysis and address new trends/market opportunities. + Work closely with rotators from our domestic teams, individuals on rotation from foreign affiliated firms, and our global deployment services team + 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 8 years of work experience in professional services or professional tax organization + A thorough understanding of estate and wealth planning; as well as experience with federal and state personal and trust income tax + Excellent collaboration and negotiation skills, and the confidence to challenge senior colleagues and stakeholders from a diverse range of backgrounds + A thorough understanding of automated tax processing systems and laws within your area of technical professionalism + Experience managing budgets and projects **Ideally, you’ll also have** + A proven record in high net-worth tax planning + A proven record in a professional services environment + Experience in coaching and mentoring junior colleagues + Executive presence and business development skills + Strong analytical skills and attention to detail + The ability to adapt your work style to work with both internal and client team members **What we look for** We’re interested in tax professionals with a genuine interest in providing outstanding services to some of the world’s most influential people. Working with people from all backgrounds, from executives and entrepreneurs to investors and families, you’ll use your experience and status as a trusted advisor to maintain and further our reputation for excellence. **What working at EY offers** We offer a competitive compensation package where you’ll be rewarded based on your performance and recognized for the value you bring to our business. In addition, our Total Rewards package includes medical and dental coverage, both pension and 401(k) plans, a minimum of 15 days of vacation plus ten observed holidays and three paid personal days, and a range of programs and benefits designed to support your physical, financial and social well-being. Plus, we offer: + Support, coaching and feedback from some of the most engaging colleagues in the industry + Opportunities to develop new skills and progress your career + A network of overseas colleagues, and chances to relocate or take on overseas assignments + The freedom and flexibility to handle your role in a way that’s right for you **About EY** As a global leader in assurance, tax, transaction and advisory services, we hire and develop the most passionate people in their field to help build a better working world. This starts with a culture that believes in giving you the training, opportunities and creative freedom to make things better. So that whenever you join, however long you stay, the exceptional EY experience lasts a lifetime. **If you can confidently demonstrate that you meet the criteria above, please contact us as soon as possible.** **Build your legacy with us. Apply today.** EY, an equal employment opportunity employer (Females/Minorities/Protected Veterans/Disabled), values the diversity of our workforce and the knowledge of our people. **What we offer you** At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more . + We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $130,800 to $298,600. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $156,900 to $339,300. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. + Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. + Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. **Are you ready to shape your future with confidence? Apply today.** EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. **EY | Building a better working world** EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.  EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com .
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