Private Wealth Tax Services Manager

EY; San Antonio (TX); Hybrid; USD 103,000 - 189,000; Full time

Job summary

EY is seeking a Tax professional within the Financial Services Organization (FSO) EDGE Private practice. You will support high-net-worth private companies and their owners with specialized tax planning and compliance, across cross-border engagements.

The role emphasizes leadership, team collaboration, and the ability to manage complex tax matters within a global firm. EY offers a flexible, hybrid environment with extensive benefits.

Qualifications

• Excellent teaming, leadership, organizational, and verbal/written communication skills.
• Broad exposure to federal income taxation and exposure to state and local tax.
• Proficient in the use of various tax and accounting technologies.
• Minimum of 5 years of experience in a professional services or tax services organization in the financial services industry.
• Bachelor’s degree in Accounting, Finance, Business Administration, Tax, Law, or Economics.

Responsibilities

• Consult with clients and appropriately 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 in only the most complex situations.
• Support effective long-term relationships and manage workflow with clients.
• Manage engagement deliverables and team resources to achieve timely and accurate delivery of tax services.
• Advise on complex tax matters, set expectations, and assign tasks to staff and seniors.

Skills

Leadership

Teamwork

Communication

Education

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

CPA/EA or licensed attorney

Job description

EY is seeking a Tax professional within the Financial Services Organization (FSO) EDGE Private practice. You will support high-net-worth private companies and their owners with specialized tax planning and compliance, across cross-border engagements.

The role emphasizes leadership, team collaboration, and the ability to manage complex tax matters within a global firm. EY offers a flexible, hybrid environment with extensive benefits.