FY27 - Financial Services - Private Client Services - Tax Services Senior Manager EDGE
About the role
EY's Financial Services EY EDGE practice provides comprehensive and specialized tax assistance tailored to the unique needs of the high-net worth tax industry. The team has a dedicated focus toward serving privately held companies and their owners and their families. This opportunity involves cross-border and cross-functional teaming, offering support designed to fit your personal skills and experience.
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 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. 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 those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
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. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography.
Schedule
We offer a flexible vacation policy where you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also 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 physical, financial, and emotional well-being.