Senior Manager, Private Client Tax – Financial Services

EY; Milwaukee (WI); Remote; USD 128,000 - 292,000; Full time

Job summary

EY is a leading professional services firm providing dedicated tax services to the Financial Services Organization (FSO) across the US. The EDGE Private practice focuses on tax for high-net-worth clients, private companies and their owners, offering cross-border opportunities within a global team.

Join EY EDGE to develop technical tax knowledge and leadership while collaborating with colleagues across a range of financial services clients, with hybrid work and robust total rewards.

Qualifications

• Bachelor’s degree in Accounting, Finance, Business Administration, Tax, Law, or Economics.
• CPA, EA or licensed attorney.
• Minimum of 8 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.

Responsibilities

• Deliver and manage compliance and consulting delivery services to meet deadlines for client deliverables.
• Ability to lead projects and work independently, with guidance in only the most complex situations.
• Manage communications with client tax liaisons, client trust administration teams and client trust officers to gather required information, to share information to support informed decision-making, and obtain instruction or authorization necessary for timely, accurate production of tax information statements, tax returns and related reporting.
• Support effective long-term relationships and manage workflow effectively with our clients.
• Manage engagement deliverables and team resources to achieve timely and accurate delivery of tax compliance services while effectively managing engagement economics.
• Advise and provide direction on complex tax matters, set expectations, coordinate daily work activities, and assign tasks to staff and seniors.
• Review and evaluate the work of staff members to ensure accuracy, completeness, and compliance with relevant tax laws and regulations.
• Provide effective leadership, formal and informal feedback, and coaching to team members.

Skills

Leadership

Communication

Teamwork

Education

Bachelor’s degree in Accounting/Finance/Business/Economics/Tax/Law

CPA/EA or licensed attorney

Tools

Tax technologies

Job description

EY is a leading professional services firm providing dedicated tax services to the Financial Services Organization (FSO) across the US. The EDGE Private practice focuses on tax for high-net-worth clients, private companies and their owners, offering cross-border opportunities within a global team.

Join EY EDGE to develop technical tax knowledge and leadership while collaborating with colleagues across a range of financial services clients, with hybrid work and robust total rewards.