Senior Private Client Tax Leader – Financial Services

EY; San Jose (CA); Hybrid; USD 128,000 - 332,000; Full time

Benefits offered by this job

Hybrid work model

Medical and dental coverage

Pension and 401(k)

Paid time off

Job summary

EY’s Financial Services Organization EDGE team provides specialized tax services to US and global clients. EDGE stands for Exceptional Delivery and Growth Engine in a technical service environment, focusing on high-net-worth private clients and private equity owned companies.

Join EY for cross-border collaboration, leadership development, and a flexible, hybrid work model with strong benefits as you advance your tax career within a global, client‑facing team.

Qualifications

• Bachelor’s degree in Accounting, Finance, Business Administration, Tax, Law, or Economics.
• CPA, Enrolled Agent (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 and obtain instruction for timely production of tax information statements and returns.
• 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 and engagement economics.
• Advise on complex tax matters and provide direction to staff and seniors; review outputs for accuracy.

Skills

Tax knowledge

Leadership

Project management

Communication

Education

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

CPA/EA or licensed attorney

Tools

Tax software

Accounting software

Job description

EY’s Financial Services Organization EDGE team provides specialized tax services to US and global clients. EDGE stands for Exceptional Delivery and Growth Engine in a technical service environment, focusing on high-net-worth private clients and private equity owned companies.

Join EY for cross-border collaboration, leadership development, and a flexible, hybrid work model with strong benefits as you advance your tax career within a global, client‑facing team.