Private Wealth Tax Services Manager

EY; Wichita (KS); Remote; USD 103,000 - 189,000; Full time

Job summary

EY’s Financial Services Organization (FSO) EDGE Private practice provides specialized tax services for high-net-worth clients, privately held companies, and their owners. The team focuses on complex tax planning and compliance across a global client base with cross-border and cross-functional collaboration.

This role expects leadership, client interaction, and strong technical tax knowledge. We offer a hybrid work model and a comprehensive benefits package, with salary ranges disclosed for US

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.
• CPA, EA or licensed attorney

Responsibilities

• Consult with clients and demonstrate professional discretion by escalating complex tax and client relationship matters to senior management and subject-matter professionals.
• Deliver and manage compliance and consulting delivery services to meet deadlines for client deliverables.
• Lead projects and work independently with guidance only in complex situations.
• Manage communications with client tax liaisons and trust administration teams.
• Support effective long-term relationships and manage workflow with clients.
• Manage engagement deliverables and team resources to achieve timely, accurate delivery of tax services.
• Advise and provide direction on complex tax matters and assign tasks to staff.

Skills

Client communication

Leadership

Project management

Tax knowledge

Problem solving

Education

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

Tools

Tax software

Job description

EY’s Financial Services Organization (FSO) EDGE Private practice provides specialized tax services for high-net-worth clients, privately held companies, and their owners. The team focuses on complex tax planning and compliance across a global client base with cross-border and cross-functional collaboration.

This role expects leadership, client interaction, and strong technical tax knowledge. We offer a hybrid work model and a comprehensive benefits package, with salary ranges disclosed for US