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

About the role

EY's Financial Services EY EDGE practice is a dedicated tax technical services unit for both US and global clients, focusing on privately held companies and their owners and families. This role involves delivering and managing tax compliance and consulting services to meet client deadlines, leading projects, managing client communications, and ensuring accurate and timely delivery of tax information.

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

Skills and attributes for success

• 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, with a range of $153,400 to $331,700 for the New York City Metro Area, Washington State, and California (excluding Sacramento).

Schedule

We offer a flexible vacation policy where you decide how much vacation time you need based on your personal circumstances. Additionally, you'll be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your well-being.