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 purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing, and secure.

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

Qualifications

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

• Genuine interest in providing outstanding services to some of the world’s most influential people
• Excellent teaming, leadership, organizational, and verbal/written communication skills

Benefits

Comprehensive compensation and benefits package including medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options

Pay

Base salary range for this job in all geographic locations in the US is $127,900 to $291,900

Schedule

Flexible vacation policy and 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