Hybrid Tax Compliance Manager, Wealth & Asset Mgmt

EY; Houston (TX); Hybrid; USD 116,000 - 213,000; Full time

Benefits offered by this job

Total Rewards package

Hybrid work model

Flexible vacation policy

Medical and dental coverage

Job summary

EY is seeking a Tax Compliance Manager within its Financial Services Organization. You will manage tax compliance strategies, prepare tax returns and related reporting, and drive initiatives across hedge funds, private equity funds, and mutual funds.

The role requires strong technical tax knowledge, leadership, and the ability to navigate complex tax regimes. You’ll advise on tax reform calculations, optimize processes, and develop governance frameworks in a hybrid client-facing capacity.

Qualifications

• Bachelor’s degree required (4-year degree).
• Typically, no less than 4–6 years relevant experience.
• Be a licensed attorney or CPA.
• Familiarity with the financial services industry gained through direct involvement with managed investment vehicles.
• Broad exposure to federal income taxation and exposure to state and local tax.
• Demonstrated expertise in tax compliance and reporting requirements.
• Strong awareness of finance compliance and regulation.
• Understanding of global compliance requirements.
• Ability to assess tax legislation and its impact.
• Experience with tax reform calculations.
• Proficiency in data analysis and interpretation.
• Experience with tax technology solutions.
• Understanding of tax accounting and tax provisions.
• Knowledge of accounting principles and standards.

Responsibilities

• Manage and implement tax compliance strategies and reporting support.
• Streamline and optimize compliance processes to meet business needs.
• Support the development of governance and compliance frameworks.
• Lead tax compliance and advisory engagements for hedge funds, private equity, and mutual fund clients.
• Address complex federal, international, state, and local tax issues and implement tax strategies aligned with client objectives.

Skills

Leadership

Analytical thinking

Tax compliance

Data analysis

Project management

Client relationship

Education

Bachelor’s degree (4-year)

Licensed attorney or CPA

Experience in financial services tax

Tools

Tax technology solutions

Job description

EY is seeking a Tax Compliance Manager within its Financial Services Organization. You will manage tax compliance strategies, prepare tax returns and related reporting, and drive initiatives across hedge funds, private equity funds, and mutual funds.

The role requires strong technical tax knowledge, leadership, and the ability to navigate complex tax regimes. You’ll advise on tax reform calculations, optimize processes, and develop governance frameworks in a hybrid client-facing capacity.