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 various responsibilities, from technical planning and advising of clients that include private entities (including C-Corp, S-Corp and Partnerships) as well as high-profile individuals/families
• 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
• 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

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
• 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
• Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 60% of the time over the course of an engagement, project or year
• Under our flexible vacation policy, 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

Equal Employment Opportunity

EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com.