EY · 2 weeks ago
Tax - Business Tax Services - Private Tax - International Private Client - Manager
Troy, NY
Full-time
Onsite
Mid, Senior Level
$116K/yr - $213K/yr
5+ years expEY is a global leader in assurance, tax, transaction and advisory services, and they are seeking a Tax Manager focused on cross-border tax needs of high net worth individuals. The role involves managing various responsibilities including technical planning, advising clients, and coaching a team while ensuring quality and commercial value in tax services.
AccountingAdviceBusiness IntelligenceConsultingFinancial ServicesProfessional Services
Responsibilities
Apply rules related to controlled foreign corporations and passive foreign investment companies onto tax returns
Application of foreign tax treaties and foreign tax credits
Prepare form 1040, 1041 and 1065 and significant 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)
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, and application of AI to data optimization and return process are essential skills
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
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
Qualification
Required
A bachelor's degree in a related field, supported by significant tax and a CPA certification or membership in The Bar; Minimum of 5 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
Apply rules related to controlled foreign corporations and passive foreign investment companies onto tax returns
Application of foreign tax treaties and foreign tax credits
Prepare form 1040, 1041 and 1065 and significant 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)
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, and application of AI to data optimization and return process are essential skills
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
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
Preferred
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
Benefits
Medical and dental coverage
Pension and 401(k) plans
A minimum of 15 days of vacation plus ten observed holidays and three paid personal days
A range of programs and benefits designed to support your physical, financial and social well-being
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
Flexible vacation policy
Company
EY is building a better working world by creating new value for clients, people, society, the planet, while building trust in the capital markets.
10001+ employees
H1B Sponsorship
EY has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
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Funding
Current Stage
Late StageLeadership Team
Jonathan Williamson
Chief Operating Officer
Abhishek Sen
Partner
Recent News
2025-12-24
2025-12-15
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