Tax Manager - Wealth and Asset Management. Portland Move Collective

At EY, we are committed to shaping your career with confidence. Join us and be part of a powerhouse of diverse teams ready to take your career to new heights. Together, we can build a better working world.

As a leader within the global financial services landscape, EY stands out with our Financial Services Organization (FSO). This specialized unit is dedicated to the financial services industry, ensuring we are at the forefront of the movements and changes shaping the sector. Collaborate with a blend of established institutions and emerging players across Banking, Capital Markets, Wealth and Asset Management, and Insurance.

Our Financial Services EY EDGE practice consists of skilled professionals providing targeted tax technical services to both US and global clients. The EDGE team exemplifies exceptional delivery and growth through deep expertise and efficient service.

Join our FSO EDGE Wealth and Asset Management (WAM) practice, where you’ll be instrumental in delivering specialized tax assistance tailored for the asset management sector. Collaborate with professionals well-versed in hedge fund, private equity fund, and mutual fund taxation, including tax minimization strategies and compliance.

• Consult with clients, demonstrating professional discretion by escalating complex tax issues to senior management and experts as needed, while managing realistic timelines and expectations.
• Oversee and deliver compliance and consulting services, ensuring all client deliverables are met punctually.
• Lead projects independently, seeking guidance only for the most complex challenges.
• Utilize your specialized expertise to guide clients effectively.
• Coordinate communication with client tax teams to gather necessary information and ensure timely production of tax documents.
• Foster long‑term client relationships while managing workflow efficiencies.
• Effectively manage engagement deliverables and team resources for timely and accurate tax compliance.
• Advise on complex tax issues, set task expectations, and delegate assignments judiciously.
• Review team members’ work to ensure adherence to tax laws and accuracy.
• Provide leadership and constructive feedback to enhance team performance.

• Ability to identify and elevate problem areas to ensure timely and accurate completion of tax-related projects.
• Experience effectively communicating complex topics in client discussions.
• Capability to dissect intricate tax projects into manageable components and develop solutions compliant with relevant laws.
• Strong multitasking skills to manage assignments, team, and deadlines simultaneously.

• A Bachelor's degree in Accounting, Finance, Business Administration, Tax, Law, or Economics.
• A minimum of 5 years in professional services or tax organizations in the financial services industry.
• Broad knowledge of federal income taxation, along with exposure to state and local taxes.
• Proficiency in tax and accounting technologies.
• Strong teamwork, leadership, organization, and communication skills, both verbal and written.
• Certification as a CPA, Enrolled Agent, or licensed attorney.

If you are a tax professional passionate about delivering exceptional services to influential clients, we want to hear from you. Join us as a trusted advisor to a diverse range of clients.

At EY, you will gain forward‑looking skills and experiences. We provide a flexible working environment that values diversity and inclusion, facilitating collaboration among globally connected teams.

• A competitive compensation and benefits package that rewards your performance, with base salaries ranging from $103,600 to $189,700 across the US, and higher ranges for specific areas such as New York City Metro, Washington State, and California.
• A dynamic hybrid work model that emphasizes in‑person collaboration 60% of the time.
• A flexible vacation policy, allowing you to determine time off for personal needs and well‑being.

We continuously accept applications for this role and prioritize integrity and ethical standards in all our hires.

We are dedicated to creating new value for clients, society, and the planet while fostering trust within capital markets.