Private-Client Tax Services Leader

EY; Raleigh (NC); Remote; USD 103,000 - 189,000; Full time

Job summary

EY in the United States is seeking a seasoned tax professional for EY’s Financial Services Organization (FSO) EDGE Private practice. You will lead high-net-worth tax planning and compliance for privately held companies, coordinating across cross-border teams and client liaisons.

The role emphasizes client service, leadership, and advanced tax knowledge within a dynamic private client group. You will work with experienced professionals, handling complex tax matters, and providing strategic

Qualifications

• Bachelor’s degree required in accounting, finance, business administration, tax, law or economics.
• Minimum of 5 years of experience in a professional services or tax services organization within financial services.
• CPA, Enrolled Agent or licensed attorney required.
• Proficient in tax and accounting technologies.

Responsibilities

• Consult with clients and escalate complex tax and client relationship matters to senior management and subject-matter professionals, coordinating efforts and managing expectations.
• 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 and related teams to gather and share information for timely, accurate tax reporting.
• Review and evaluate the work of staff to ensure accuracy and compliance with tax laws and regulations.
• Provide leadership, feedback, and coaching to team members.

Education

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

Job description

EY in the United States is seeking a seasoned tax professional for EY’s Financial Services Organization (FSO) EDGE Private practice. You will lead high-net-worth tax planning and compliance for privately held companies, coordinating across cross-border teams and client liaisons.

The role emphasizes client service, leadership, and advanced tax knowledge within a dynamic private client group. You will work with experienced professionals, handling complex tax matters, and providing strategic