Senior Private Client Tax Services Lead

EY; Baton Rouge (LA); Remote; USD 128,000 - 292,000; Full time

Benefits offered by this job

Medical and dental coverage

Pension and 401(k) plans

Paid time off

Hybrid work environment

Job summary

EY is a leader in professional services with a dedicated Financial Services Organization (FSO) EDGE team powering private practice tax support for US clients. This role sits in our EDGE Private practice focused on high-net-worth individuals and their families, combining cross-border advisory with client service excellence.

Join a global team that values leadership, collaboration, and professional growth. We offer a flexible, remote-friendly environment and a comprehensive rewards package

Qualifications

• Bachelor's degree in accounting, finance, or related field.
• CPA, EA, or licensed attorney credential required.
• 8+ years of experience in tax services within financial services.
• Strong knowledge of federal, state and local taxation.

Responsibilities

• Deliver and manage tax compliance and consulting services to meet client deadlines.
• Lead projects and manage engagement deliverables with guidance where needed.
• Coordinate with client liaisons and tax teams to obtain required information.
• Support long-term client relationships and manage workflow efficiently.
• Provide leadership, coaching, and review work for accuracy and regulatory compliance.

Skills

CPA / EA / attorney

Federal and state tax knowledge

Tax software proficiency

Leadership & communication

Education

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

Job description

EY is a leader in professional services with a dedicated Financial Services Organization (FSO) EDGE team powering private practice tax support for US clients. This role sits in our EDGE Private practice focused on high-net-worth individuals and their families, combining cross-border advisory with client service excellence.

Join a global team that values leadership, collaboration, and professional growth. We offer a flexible, remote-friendly environment and a comprehensive rewards package