Senior Private Client Tax Services Leader

EY; Tucson (AZ); Hybrid; USD 128,000 - 292,000; Full time

Benefits offered by this job

Hybrid work model

Total Rewards package

Job summary

EY EDGE Private practice is hiring senior tax professionals to deliver compliance and consulting services for financial services clients. The role requires leading projects, guiding teams, and coordinating with client tax liaisons to ensure timely, accurate tax statements and returns.

Ideal candidates will have CPA/EA or attorney credentials, 8+ years in tax services within financial services, and strong leadership and communication skills across cross-functional teams.

Qualifications

• Bachelor's degree in Accounting, Finance, Business Administration, Tax, Law, or Economics.
• CPA, EA or licensed attorney.
• 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.

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

Teamwork

Communication

Verbal / Written communication

Education

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

Tools

Tax technologies

Accounting software

Job description

EY EDGE Private practice is hiring senior tax professionals to deliver compliance and consulting services for financial services clients. The role requires leading projects, guiding teams, and coordinating with client tax liaisons to ensure timely, accurate tax statements and returns.

Ideal candidates will have CPA/EA or attorney credentials, 8+ years in tax services within financial services, and strong leadership and communication skills across cross-functional teams.