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
- 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, 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
- 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 for Success
- Excellent teaming, leadership, organizational, and verbal/written communication skills
What We Look For
We're interested in tax professionals with a genuine interest in providing outstanding services to some of the world's most influential people. Working with people from all backgrounds, from executives and entrepreneurs to investors and families, you'll use your experience and status as a trusted advisor to maintain and further our reputation for excellence.
What We Offer You
- 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
- Flexible vacation policy
- Additional benefits such as medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options