Financial Services Tax Manager – Lead & Advisory

EY; Orlando (FL); Hybrid; USD 105,000 - 192,000; Full time

Benefits offered by this job

Medical and dental coverage

Pension and 401(k) plans

Paid time off

Hybrid work model

Job summary

EY is a global professional services firm supporting the financial services industry with tailored tax services. As a services manager in EY EDGE Wealth and Asset Management, you will lead hedge fund, private equity, and mutual fund tax work, including structuring, planning, and advisory tasks.

Based in the United States, this role offers a hybrid model and opportunities to advance within a diverse, inclusive culture that values integrity and excellence across EY's global teams.

Qualifications

• Bachelor's degree in Accounting, Finance, Business Administration, Tax, Law, or Economics.
• Minimum of 5 years of experience in a professional services or tax services organization in the financial services industry.
• Certified Public Accountant (CPA), Enrolled Agent (EA) or licensed attorney.
• Broad exposure to federal income taxation and exposure to state and local tax.
• Proficient in the use of various tax and accounting technologies.
• Excellent teaming, leadership, organizational, and verbal/written communication skills.

Responsibilities

• Deliver and manage tax compliance and consulting work for clients.
• Recognize and elevate problem areas to ensure timely and accurate completion of tax returns, research, accounting, and projects.
• Consult with clients and elevate complex matters to senior management and subject-matter professionals.
• Lead projects and work independently, with guidance in only the most complex situations.
• Manage communications with client tax liaisons and trust teams to support informed decision-making.
• Maintain effective long-term relationships and manage workflow with clients.
• Manage engagement deliverables and team resources to meet deadlines and ensure accuracy.
• Provide leadership, feedback, and coaching to team members.

Skills

Problem area identification

Presenting complex topics

Breaking down complex tax projects

Multitasking

Education

Bachelor's degree in Accounting, Finance, Business Administration, Tax, Law, or Economics

CPA / EA / licensed attorney

Tools

Tax technology proficiency

Job description

EY is a global professional services firm supporting the financial services industry with tailored tax services. As a services manager in EY EDGE Wealth and Asset Management, you will lead hedge fund, private equity, and mutual fund tax work, including structuring, planning, and advisory tasks.

Based in the United States, this role offers a hybrid model and opportunities to advance within a diverse, inclusive culture that values integrity and excellence across EY's global teams.