FY27 - Financial Services - Private Client Services - Tax Senior Manager

About the role

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 the 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 and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction.

Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team!

Responsibilities

• Leading the delivery of tailored tax advice and compliance solutions for complex family and business structures.
• Serving clients in wealth transfer, succession planning, and governance strategies.
• Navigating the unique challenges of multijurisdictional families and cross-border tax matters.
• Reviewing complex individual tax returns and providing income tax planning and advisory services to high net worth individuals and families.
• Working with specialists in other areas, including International Tax, State and Local Tax, and Asset Management, to deliver comprehensive solutions to clients.
• Managing and delivering complex processes, solutions, and projects while maintaining a focus on quality and risk management.
• Building and managing client relationships, revenue generation, and commercial relationships.
• Providing leadership and direction up to and including Managers across multiple activities, leading teams with broad visibility to achieve performance objectives.

Qualifications

• Bachelor’s degree required (4-year degree) in accounting, supported by significant tax or financial planning experience; master's degree preferred.
• CPA license or a Licensed Attorney is required.
• Minimum of 8 years of work experience in professional services or professional tax organization.
• A thorough understanding of estate and wealth planning.
• Experience with federal and state personal and trust income tax.
• Excellent collaboration and negotiation skills, and the confidence to challenge senior colleagues and stakeholders from a diverse range of backgrounds.
• A thorough understanding of automated tax processing systems and laws within your area of technical professionalism.

Skills And Attributes For Success

• Ability to manage complex projects, deliver high-quality solutions, and lead teams with broad visibility.
• Demonstrated ability to manage and deliver complex processes, solutions, and projects while maintaining a focus on quality and risk management.
• Experience in building and managing client relationships, revenue generation, and commercial relationship management.
• Proven leadership and direction for teams across multiple activities to achieve performance objectives.
• Deep insight in a function or specialism through analysis and knowledge of best practices to solve complex problems, drive thought leadership and innovation.
• Track record of meeting performance objectives and metrics through individual and/or team performance in client service, quality and risk management, sales and business growth, solution development, and teaming.

Pay

The base salary range for this job in all geographic locations in the US is $132,100 to $301,600. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $158,500 to $342,700. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography.

Schedule

Our expectation is for most people in external, client serving roles to work together in person 60% of the time over the course of an engagement, project or year.

Individuals may be eligible for additional paid time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support their physical, financial, and emotional well-being.