Tax Services Senior Manager - FSO - Private Tax Services, EDGE

Join to apply for the Tax Services Senior Manager - FSO - Private Tax Services, EDGE role at EY

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.

EY is a leader in serving the global financial services marketplace. Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team!

Our Financial Services EY EDGE practice provides dedicated tax technical services to both US and global clients. EDGE stands for Exceptional Delivery and Growth Engine because this team operates in a technical environment with deep process and service delivery experience that distinguishes EY in the marketplace. EY’s FSO EDGE Private practice provides comprehensive and specialized tax assistance tailored to the unique needs of the high-net worth tax industry, serving privately held companies, private equity owned companies, family-owned businesses and families.

• Deliver and manage compliance and consulting delivery services to meet deadlines for client deliverables.
• Lead projects and work independently with guidance in only the most complex situations.
• Manage communications with client tax liaisons, trust administration teams, and trust officers to gather required information, support decision-making, and obtain necessary authorizations for accurate tax information statements, returns, and related reporting.
• Support effective long‑term relationships and manage workflow with clients.
• Manage engagement deliverables and team resources to achieve timely and accurate delivery of tax compliance services while managing engagement economics.
• Advise and provide direction on complex tax matters, set expectations, coordinate daily work activities, and assign tasks to staff and seniors.
• Review and evaluate the work of staff members to ensure accuracy, completeness, and compliance with relevant tax laws and regulations.
• Provide effective leadership, formal and informal feedback, and coaching to team members.

To qualify for the role, you must have

• Bachelor’s degree in Accounting, Finance, Business Administration, Tax, Law, or Economics.
• Certified Public Accountant (CPA), Enrolled Agent (EA), or licensed attorney.
• Minimum of 8 years of experience in a professional services or tax services organization in the financial services industry.
• Broad exposure to federal income taxation and to state and local tax.
• Proficient in the use of various tax and accounting technologies.

Ideally, you will have

• Excellent teaming, leadership, organizational, and verbal/written communication skills.

• Comprehensive compensation and benefits package with base salary range for this role in the US from $127,900 to $291,900 (location‑specific ranges noted). The package includes medical, dental, pension, 401(k), and paid time off.
• Hybrid model with most external client‑serving roles working in person 40‑60% of the time over the course of an engagement or project.
• Flexible vacation policy allowing you to decide how much vacation time you need based on your circumstances, with time off for EY Paid Holidays, breaks, and other leaves of absence.

EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity or expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities, including veterans with disabilities.

Are you ready to shape your future with confidence? Apply today. EY accepts applications for this position on an on‑going basis.