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

Tax Services Senior Manager - FSO - Private Tax Services, EDGE 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 and the only professional services firm with a separate business unit dedicated to the financial services industry – the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking, Capital Markets, Wealth and Asset Management, Insurance, Real Estate, Hospitality and Construction.

Our purpose is to help build a financial services industry in which institutions are trusted and flourish, and the global economy is healthy, growing, and secure.

Our Financial Services EY EDGE practice is made up of professionals providing 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. The team serves privately held companies and their owners and families, ranging from family‑owned businesses to private‑equity‑owned companies.

• 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, client trust administration teams and client trust officers to gather required information, share information to support informed decision‑making, and obtain instruction or authorization necessary for timely, accurate production of tax information statements, tax returns and related reporting.
• Support effective long‑term relationships and manage workflow effectively with our clients.
• Manage engagement deliverables and team resources to achieve timely and accurate delivery of tax compliance services while effectively 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.

• 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 state and local tax.
• Proficient in the use of various tax and accounting technologies.

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

We’re interested in tax professionals with a genuine interest in providing outstanding services to some of the world’s most influential people. Working with people from all backgrounds, from executives and entrepreneurs to investors and families, you’ll use your experience and status as a trusted advisor to maintain and further our reputation for excellence.

• We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $127,900 to $291,900. The base salary range for New York City Metro…