US Seasonal Tax-Financial Services Organization- Private Tax-Senior Manager

US Seasonal Tax-Financial Services Organization
- Private Tax-Senior Manager

Join EY in the role of US Seasonal Tax‑Financial Services Organization‑Private Tax‑Senior Manager
.

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 build a better working world.

EY is a leader in serving the global financial services marketplace and has a dedicated business unit for the financial services industry – the Financial Services Organization (FSO). Our focused model and bold ambition put us at the center of the events reshaping and redefining the industry, working side by side with institutions from venerable to dynamic new entrants.

Our purpose is to help build a financial services industry that is trusted and flourishing, contributing to a healthy, growing, and secure global economy. If you have a passion for rallying together to solve complex challenges, join our dynamic FSO team!

PCS is a growing practice within the organization; you'll see that growth reflected in your career. With a diverse portfolio of interesting and challenging work, you'll impact technically demanding tax planning and compliance projects. As part of a global team, you'll be a key point of contact for a wide range of clients and colleagues. This role offers cross‑border and cross‑functional teaming.

EY supports your technical tax knowledge, professional leadership, and business acumen.

You will review complex individual tax returns, provide income tax planning and advice to high‑net‑worth individuals and families, and develop into a trusted advisor. You will collaborate with specialists in international tax, state and local tax, and asset management to deliver comprehensive solutions. You will manage, coach, and develop a team of tax professionals, reviewing their work and ensuring they have the knowledge, tools, and opportunities to excel.

• Perform high‑quality reviews of complex tax returns
• Extensive knowledge of handling hedge fund and private equity K‑1s
• Research tax issues to develop effective tax planning strategies and translate complex data from diverse sources into client‑ready insights and deliverables
• Build effective long‑term relationships with clients, understanding their unique needs to provide tailored services
• Maintain reputation by constantly updating and sharing technical and best‑practice knowledge
• Identify and react to risks and opportunities to improve services and processes

• A bachelor's degree in Accounting, supported by significant tax or financial planning experience
• CPA license or licensed Attorney required
• Minimum of 8 years of experience in professional services or a professional tax organization
• Thorough understanding of estate and wealth planning
• Experience with federal and state personal and trust income tax
• Excellent collaboration and negotiation skills, and confidence to challenge senior colleagues and stakeholders from diverse backgrounds
• Thorough understanding of automated tax processing systems and laws within your area of technical professionalism

• Proven record in high‑net‑worth tax planning
• Proven record in a professional services environment
• Experience in coaching and mentoring junior colleagues
• Strong analytical skills and attention to detail
• Adaptable work style to work with both internal and client team members

Tax professionals with genuine interest in providing outstanding services to the world’s most influential people. Working with executives, entrepreneurs, investors, and families, you will use your experience and status as a trusted advisor to maintain and further our reputation for excellence.

At EY, we’ll develop you with future‑focused skills and equip you with world‑class experiences. We empower you in a flexible environment and fuel you and your extraordinary talents in a diverse, inclusive culture of globally connected teams. Learn more.

• The salary range for this job in all US…