Private Client Tax Leader, Senior Manager

EY; Cincinnati (OH); Hybrid; USD 128,000 - 292,000; Full time

Benefits offered by this job

Hybrid work model

Medical and dental coverage

Pension and 401(k)

Job summary

EY in the United States seeks experienced tax professionals to join the Financial Services Organization (FSO) EDGE Private practice. This team delivers tailored tax services to high-net-worth clients and private equity-owned entities, including cross-border work.

You’ll be part of a growing global team, guiding engagements and collaborating across colleagues. EY offers a hybrid work model and opportunities to develop technical tax knowledge and leadership.

Qualifications

• Bachelor’s degree in Accounting, Finance, Business Administration, Tax, Law, or Economics.
• CPA, EA or licensed attorney.
• Minimum of 8 years of experience in a professional services or tax services organization in the financial services industry.
• 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 compliance and consulting delivery services to meet deadlines.
• 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
• Advise and provide 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

Skills

Leadership

Communication

Teamwork

Organizational skills

Education

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

CPA, EA or licensed attorney

Job description

EY in the United States seeks experienced tax professionals to join the Financial Services Organization (FSO) EDGE Private practice. This team delivers tailored tax services to high-net-worth clients and private equity-owned entities, including cross-border work.

You’ll be part of a growing global team, guiding engagements and collaborating across colleagues. EY offers a hybrid work model and opportunities to develop technical tax knowledge and leadership.