Private-Client Tax Services Lead

EY; Grand Rapids (MI); Hybrid; USD 103,000 - 189,000; Full time

Benefits offered by this job

Hybrid work model

Medical and dental coverage

401(k) plan

Job summary

EY is seeking a seasoned tax professional for EY’s FSO EDGE Private practice, focused on high-net-worth individuals and private companies. This role offers exposure to complex tax planning, cross-border engagement, and collaboration with a global team across the financial services space.

The position emphasizes leadership, client service, and the ability to manage multiple engagements while delivering timely, accurate tax returns and statements.

Qualifications

• Bachelor’s degree in Accounting, Finance, Business Administration, Tax, Law, or Economics.
• CPA/EA or licensed attorney is preferred.
• Excellent teaming, leadership, organizational, and verbal/written communication skills.

Responsibilities

• Consult with clients and escalate complex tax matters to senior professionals.
• Deliver and manage tax compliance and consulting services to meet deadlines.
• Lead projects and manage engagement deliverables with internal teams and clients.
• Provide direction on complex tax matters and coach staff and seniors.

Skills

Problem solving

Client communication

Tax knowledge

Project management

Education

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

Tools

Tax and accounting technologies

Job description

EY is seeking a seasoned tax professional for EY’s FSO EDGE Private practice, focused on high-net-worth individuals and private companies. This role offers exposure to complex tax planning, cross-border engagement, and collaboration with a global team across the financial services space.

The position emphasizes leadership, client service, and the ability to manage multiple engagements while delivering timely, accurate tax returns and statements.