Senior Private Client Tax Services Manager

EY; Kansas City (MO); Hybrid; USD 128,000 - 292,000; Full time

Benefits offered by this job

Medical and dental coverage

Pension and 401(k) plans

Paid time off

Job summary

EY is seeking a senior tax professional to lead tax compliance and advisory services within EY EDGE’s FSO practice in the United States. The role focuses on high‑net‑worth clients, family‑owned businesses, and their owners, delivering complex tax solutions with a global perspective.

You will work in a hybrid environment supporting diverse client engagements, guiding junior staff, and coordinating cross‑functional teams within a dynamic financial services tax group.

Qualifications

• Bachelor’s degree in Accounting, Finance, Business Administration, Tax, Law, or Economics.
• Certified Public Accountant (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.

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

CPA/EA/attorney

Tax experience

Team leadership

Education

Bachelor’s degree in Accounting or related field

Tools

Tax software

Job description

EY is seeking a senior tax professional to lead tax compliance and advisory services within EY EDGE’s FSO practice in the United States. The role focuses on high‑net‑worth clients, family‑owned businesses, and their owners, delivering complex tax solutions with a global perspective.

You will work in a hybrid environment supporting diverse client engagements, guiding junior staff, and coordinating cross‑functional teams within a dynamic financial services tax group.