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.
- 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.
Qualifications
- Bachelor’s degree in Accounting, Finance, Business Administration, Tax, Law, or Economics.
- Certified Public Accountant (CPA), Enrolled Agent (EA) or licensed attorney.
Skills and Attributes
- 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.
- Present in client conversations regarding complex or difficult topics.
- Break down complex tax projects into manageable components, analyze relevant information, and formulate client-centric solutions that comply with relevant laws and regulations.
- Manage multiple work assignments, team members and deadlines simultaneously.
Benefits
Comprehensive compensation and benefits package including medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
Pay
The base salary range for this job in all geographic locations in the US is $103,100 to $188,900. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $123,800 to $214,900.
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. Employees are granted 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.