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
- 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 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
- Excellent teaming, leadership, organizational, and verbal/written communication skills
Pay
The base salary range for this job in all geographic locations 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.
Schedule
In our team-led and leader-enabled hybrid model, 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.
We offer 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.