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

About the role

EY's Financial Services EY EDGE practice provides comprehensive and specialized tax assistance tailored to the unique needs of the high-net worth tax industry. The team specializes in serving privately held companies and their owners and families, offering a diverse portfolio of interesting and challenging work.

Responsibilities

• Consult with clients and demonstrate professional discretion by appropriately escalating complex tax and client relationship matters to senior management and subject-matter professionals, coordinating efforts, and managing expectations about timing of response and resolution.
• 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, to 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.
• Advises and provides 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.

Requirements

Minimum of 5 years of experience in a professional services or tax services organization in the financial services industry.

Broad exposure to federal income taxation and exposure to state and local tax.

Proficient in the use of various tax and accounting technologies.

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

Certified Public Accountant (CPA), Enrolled Agent (EA) or licensed attorney.

Skills and Attributes for Success

• Ability to recognize and identify problem areas that need to be addressed or escalated to ensure tax returns, tax research, tax accounting and other tax projects are timely and accurately completed.
• Experience presenting in client conversations regarding complex or difficult topics.
• Ability to break down complex tax projects into manageable components, analyze relevant information, and formulate client-centric solutions that comply with relevant laws and regulations.
• Ability to manage multiple work assignments, team members and deadlines simultaneously.