Private Client Tax Leader — Senior Manager, Financial Services

EY; Jacksonville (FL); Hybrid; USD 128,000 - 292,000; Full time

Benefits offered by this job

Medical & dental coverage

Pension & 401(k)

Paid time off

Job summary

EY is seeking a senior tax professional in the EY EDGE Private practice within the Financial Services Organization (FSO) to deliver compliance and consulting services for US and global clients in the financial services industry. You will lead projects, manage client communications, and guide staff on complex tax matters, with a focus on cross-border engagements.

The role requires a CPA/EA or licensed attorney, a Bachelor’s degree in a related field, and at least eight years in tax services,

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.

Responsibilities

• Deliver and manage compliance and consulting delivery services to meet deadlines for client deliverables.
• Lead projects and work independently with guidance only in the most complex situations.
• Manage communications with client tax liaisons, trust administrations teams and tax officers to gather information and support timely production of tax statements and returns.
• Support effective long-term relationships and manage workflow with clients.
• Manage engagement deliverables and team resources to achieve timely delivery while managing engagement economics.
• Advise and provide direction on complex tax matters and coordinate daily work activities.
• Review and evaluate the work of staff for accuracy and compliance.

Skills

Leadership

Teamwork

Communication

Education

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

CPA or EA or licensed attorney

Tools

Tax software proficiency

Job description

EY is seeking a senior tax professional in the EY EDGE Private practice within the Financial Services Organization (FSO) to deliver compliance and consulting services for US and global clients in the financial services industry. You will lead projects, manage client communications, and guide staff on complex tax matters, with a focus on cross-border engagements.

The role requires a CPA/EA or licensed attorney, a Bachelor’s degree in a related field, and at least eight years in tax services,