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

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, Real Estate, Hospitality and Construction.

Responsibilities

• Deliver and manage compliance and consulting delivery services to meet deadlines for client deliverables
• 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 8 years of experience in a professional services or tax services organization in the financial services industry

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 for Success

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

What We Look For

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.

What We Offer You

• 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
• A flexible vacation policy, where you’ll decide how much vacation time you need based on your own personal circumstances
• Additional benefits such as medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options