Assistant Manager - Tax Private Client Services

Job description / Role

Our Private Client Services (PCS) professionals provide comprehensive domestic and cross-border tax services to high-net worth individuals, including corporate executives and business owners, as well as family offices and asset & wealth managers.

As a Private Client Services Assistant Manager, you will demonstrate an understanding of increasingly complex tax concepts and effectively apply your tax knowledge to client situations, developing and delivering innovative tax planning ideas with timely, responsive services and work products that meet and/or exceed client expectations. You will also thoroughly and accurately analyze information and prepare quality, practical and creative approaches tailored to a client's tax and economic situation, arriving at appropriate conclusions. The role includes meeting with existing and prospective clients and participating to business development initiatives.

Job purpose: To strengthen and contribute to the growth of the MENA Private Client Services team.

Client responsibilities
- Provide tax-related domestic and cross-border planning assistance to asset & wealth managers, family offices and HNWIs with a focus on MENA outbound investments (both conventional and Shari’a compliant).
- Assist clients needing a wide range of tax services, including tax compliance, tax planning and tax advice relating to their business interests, investments and other financial-related assets
- Serve as a trusted business advisor to HNWIs, asset & wealth managers and family offices in providing a wide array of professional tax services including advice on direct investments (e.g. real estate, private equity…), and wealth and succession planning.
- Work effectively as a member of a worldwide network of professional advisors, sharing responsibility, providing support, maintaining communication and updating senior team members on progress
- Work as part of a multi-jurisdictional/disciplinary team in terms of pursuing, managing and delivering engagements. As part of this there must be a drive to ensure that all deliverables meet the EY quality standard
- Build strong internal relationships with other members of the overall tax team and across other service lines
- Participate and assist in preparing for meetings with existing and prospective clients, and support business development initiatives
- Manage the preparation of reports and schedules that will be delivered to clients and other parties
- Develop and maintain productive working relationships with client personnel. Assist with the management of the global tax affairs of clients, keeping them abreast of tax developments and advise on how it might affect them.
- Ensure engagements comply with all aspects of internal risk management as well as managing the economics of all jobs

People responsibilities
- Help people to develop through the effective supervision, coaching and mentoring of staff
- Conduct performance reviews and contribute to performance feedback for staff
- Contribute to people initiatives, including recruiting, retaining and training Private Client Services professionals
- Maintain an educational program to develop your technical and personal skills
- Understand and follow workplace policies and procedures

Requirements

- A bachelor's degree with strong academic credentials – taxation, accounting, business, finance or a related field essential. MBA, Masters of Tax or LLM in Tax would be a plus as well as a professional certification (e.g. CPA, LPC…).
- A minimum of four years of relevant experience within International Tax Services and/or Private Client Services
- Big 4 or major law firm experience desirable
- Strong organizational, analytical and verbal/written communication skills

Additional skills requirements
- Excellent written and verbal English language skills.
- Relevant consulting experience within a mature market is highly desirable
- Strong communication skills and entrepreneurial attitude
- Professional appearance and ability to successfully interact with HNWIs and their advisors
- Well-developed analytical and research skills and an ability to draw conclusions from often equivocal or conflicting data
- Broad exposure to international taxation and HNWIs
- Strong managerial, organizational, project management, analytical and verbal/written communication skills
- Proficiency in Arabic would be a plus.

Our tax practice revolves around helping our clients effectively manage their tax obligations proactively and responsibly. As part of a global team of 35,000 tax professionals in 150 countries, you will advise clients on planning, compliance and reporting wherever the client has needs. Our unwavering commitment to quality service and our technical networks enable you to help clients reduce inefficiencies, mitigate risk and improve opportunities within their tax functions. Groups (or, as we call them – sub-service lines) within Tax include Business Tax Services, Global Compliance and Reporting, Human Capital, Indirect Tax Services, International Tax Services, Private Client Services and Transaction Tax Services.

As part of our Private Client Services team, you will advise asset & wealth managers, family offices and HNWIs on their global tax affairs, with a focus on their private investments.

With so many offerings, you have the opportunity to develop your career through a broad scope of engagements, mentoring and formal learning.

That’s how we develop outstanding leaders who team to deliver on our promises to all of our stakeholders, and in so doing, play a critical role in building a better working world for our people, for our clients and for our communities.

Sound interesting? Well this is just the beginning. Because whenever you join, however long you stay, the exceptional EY experience lasts a lifetime.

About the Company

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.

EY refers to the global organization, and may refer to one or more, of the member firms of Ernst & Young Global Limited, each of which is a separate legal entity. Ernst & Young Global Limited, a UK company limited by guarantee, does not provide services to clients. Information about how EY collects and uses personal data and a description of the rights individuals have under data protection legislation are available on our site.

The MENA practice of EY has been operating in the region since 1923. For over 95 years, we have grown to over 7,500 people united across 21 offices and 16 countries, sharing the same values and an unwavering commitment to quality. As an organization, we continue to develop outstanding leaders who deliver exceptional services to our clients and who contribute to our communities. We are proud of our accomplishments over the years, reaffirming our position as the largest and most established professional services organization in the region