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

About the role

EY's Financial Services EY EDGE practice is part of the Financial Services Organization (FSO) and serves the global financial services marketplace. The team provides comprehensive and specialized tax assistance tailored to the unique needs of privately held companies and their owners and families. This role involves delivering and managing tax compliance and consulting work for clients, including technical planning, advising, and coordinating with client teams.

Responsibilities

• 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 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

Requirements

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

Desired Skills

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

Pay

The base salary range for this role in the US is $127,900 to $291,900. The base salary range for New York City Metro Area, Washington State, and California (excluding Sacramento) is $153,400 to $331,700. Individual salaries within these ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills, and geography.

Schedule

Most people in external, client-serving roles are expected to work together in person 60% of the time over the course of an engagement, project, or year.

Benefits

• Comprehensive compensation and benefits package
• Flexible vacation policy
• Winter/Summer breaks
• Personal/Family Care
• Other leaves of absence

Equal Opportunity Employer

EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. For those living in California, please click here for additional information.