Private Client Tax Services Manager

EY; Palo Alto (CA); Hybrid; USD 124,000 - 215,000; Full time

Benefits offered by this job

Hybrid work model

Flexible vacation policy

Paid holidays

Medical and dental coverage

401(k) plan

Job summary

EY's FSO Edge Private practice provides comprehensive and specialized tax services to high-net-worth clients in the financial services sector. The team supports privately held companies and their owners, delivering complex tax planning and compliance for high-growth private enterprises.

In this role you will lead engagements, manage teams, and collaborate with professionals, working to build trusted advisor relationships.

Qualifications

• Bachelor’s degree in Accounting, Finance, Business Administration, Tax, Law, or Economics.
• Minimum of 5 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

• Consult with clients and escalate complex tax matters to senior staff and professionals.
• Deliver and manage compliance and consulting delivery services to meet deadlines.
• Lead projects and work independently with guidance only on complex cases.
• Specialized depth and breadth of tax expertise.
• Coordinate information gathering with client liaisons and trust teams for timely production of tax statements and returns.
• Manage engagement deliverables and team resources to ensure timely, accurate delivery.

Skills

Client communication

Leadership

Teamwork

Verbal/written communication

Education

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

CPA/EA or licensed attorney

Job description

EY's FSO Edge Private practice provides comprehensive and specialized tax services to high-net-worth clients in the financial services sector. The team supports privately held companies and their owners, delivering complex tax planning and compliance for high-growth private enterprises.

In this role you will lead engagements, manage teams, and collaborate with professionals, working to build trusted advisor relationships.