Senior Private Client Tax Manager - Financial Services

EY; Rogers (AR); Hybrid; USD 128,000 - 292,000; Full time

Benefits offered by this job

Hybrid work model

Comprehensive benefits package

Generous time off

Job summary

EY EDGE tax professionals in the United States are focused on delivering specialized tax services for private clients and financial services firms. This role sits within EY’s Financial Services Organization (FSO) EDGE practice, offering cross-border experience and collaboration across a global team.

The position emphasizes leadership, collaboration, and high-impact advisory work in a dynamic, hybrid environment.

Qualifications

• Bachelor’s degree in Accounting, Finance, Business Administration, Tax, Law, or Economics.
• CPA, EA or licensed attorney required.
• 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.
• Lead projects and work independently, with guidance in only the most complex situations.
• Manage communications with client tax liaisons and teams to gather information and support timely tax reporting.
• Support effective long-term relationships and manage workflow with clients.
• Manage engagement deliverables and team resources to ensure accurate delivery and engagement economics.
• Advise on complex tax matters and coordinate daily activities across staff and seniors.
• Review and evaluate staff work for accuracy and regulatory compliance.

Skills

Leadership

Teamwork

Communication

Education

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

Tools

Tax and accounting software

Job description

EY EDGE tax professionals in the United States are focused on delivering specialized tax services for private clients and financial services firms. This role sits within EY’s Financial Services Organization (FSO) EDGE practice, offering cross-border experience and collaboration across a global team.

The position emphasizes leadership, collaboration, and high-impact advisory work in a dynamic, hybrid environment.