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), a leader in serving the global financial services marketplace. The FSO EDGE Private practice specializes in providing comprehensive and specialized tax assistance tailored to the unique needs of privately held companies and their owners and families.
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 our 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
Qualifications
- Excellent teaming, leadership, organizational, and verbal/written communication skills
Benefits
At EY, we offer a comprehensive compensation and benefits package, including a base salary range of $127,900 to $291,900 in the US, and a broader range in certain locations. Additionally, we provide a flexible vacation policy, a wide range of paid time off options, and a supportive hybrid work model where most people in external, client-serving roles work together in person 60% of the time over the course of an engagement, project, or year.
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.
Schedule
We offer a flexible vacation policy, a wide range of paid time off options, and a supportive hybrid work model where most people in external, client-serving roles work together in person 60% of the time over the course of an engagement, project, or year.