Tax Manager - Wealth and Asset Management - EDGE Multi-Client. Orleans LilyLifestyle
Listed on 2026-06-18
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Finance & Banking
Accounting & Finance, Financial Compliance
Location: New Orleans
At EY, we're committed to shaping your future with confidence and helping you succeed in a global environment. Join us and make a meaningful impact in the financial services industry!
Our Financial Services Organization (FSO) is at the forefront of transforming the financial landscape, working with a diverse range of clients from established institutions to innovative newcomers. Our goal is to promote trust and foster a flourishing global economy. If you're passionate about solving complex financial challenges, come be a part of our dynamic EY EDGE team!
The OpportunityJoining EY EDGE means you’ll play a critical role in applying your expertise to help clients achieve their business goals. This is a fantastic opportunity for you to grow, learn, and develop valuable relationships while contributing to high-quality work.
YourKey Responsibilities
- You will independently identify and elevate issues to ensure that tax returns, tax research, and accounting projects are completed timely and accurately.
- Oversee day-to-day tax processes, manage client relationships, and support team development.
- Conduct tax projects and provide recommendations based on research and thorough analysis.
- Lead the preparation and review of complex tax/accounting compliance matters with minimal supervision.
- Continue developing your knowledge of tax law and EY resources, serving as a trusted advisor to multiple teams.
- Preparation of financial closings, tax compliance filings, and related analyses.
- Compilation and evaluation of data, computations, and documentation.
- Management of client relations and team performance, offering implementation suggestions.
- Leadership in engagements ensuring service quality and risk management.
- Participation in business development presentations and calls.
- Documentation of processes to support both clients and internal teams.
- Technical expertise in specific offerings while broadening skills across areas.
- Providing guidance and coaching to team members.
- Mentoring team members to enhance their technical and leadership skills.
- Strong problem-solving capabilities and excellent communication skills.
- Ability to lead projects independently while guiding and advising financial specialists.
- Expertise in managing client relations and communication across various teams.
- Ability to build long-lasting relationships with clients, effectively catering to their needs.
- Experience managing deliverables and ensuring timely service delivery while maintaining quality standards.
- Bachelor’s degree in Accounting, Finance, Business Administration, Tax, Law, or Economics.
- CPA, EA, or licensed attorney status.
- A minimum of 5 years in a professional services or tax organization.
- Strong attention to detail and proficiency in Microsoft Office Suite.
- Experience with financial and tax applications relevant to your specialization.
- Excellent analytical skills and adaptability in working with diverse teams.
We are seeking tax professionals eager to provide exemplary services to influential clients. Your experience and role as a trusted advisor will represent our commitment to excellence in the industry.
What We Offer You- A comprehensive compensation and benefits package based on your performance.
- A hybrid working model, with an expectation of in-person collaboration 60% of the time.
- A flexible vacation policy allowing you to manage your time off according to your needs.
We accept applications on an ongoing basis.
EY is committed to creating a diverse and inclusive environment and providing equal opportunities to all applicants. We uphold high ethical standards and require our employees to do the same.
EY | Building a Better Working World
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