Senior Private-Client Tax Services Manager

EY; Phoenix (AZ); Hybrid; USD 103,000 - 189,000; Full time

Benefits offered by this job

Hybrid work model

Medical and dental coverage

Pension and 401(k) plans

Job summary

EY's Financial Services Organization (FSO) EDGE Private practice seeks a tax professional to service high-net-worth clients within a global financial services network. You will lead complex tax planning, compliance, and cross-border engagements for privately held companies and owners, guiding teams to timely deliverables in a flexible, high-performance culture.

Applicants should have 5+ years in tax services, CPA/EA/attorney licensure, and strong leadership and communication skills.

Qualifications

• Bachelor's degree in Accounting, Finance, Business Administration, Tax, Law, or Economics
• Minimum of 5 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
• Excellent teaming, leadership, organizational, and verbal/written communication skills
• CPA, EA or licensed attorney

Responsibilities

• Consult with clients and demonstrate professional discretion by appropriately escalating complex tax and client relationship matters to senior management and subject-matter professionals, coordinating efforts, and managing expectations about timing of response and resolution
• 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
• Incumbent has specialized depth and/or breadth of expertise
• 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

Client leadership

Tax compliance

Project management

Communication

Team leadership

Education

Bachelor's in Accounting/Finance

CPA/EA/Attorney license

Tools

Tax software

Accounting software

CRM systems

Job description

EY's Financial Services Organization (FSO) EDGE Private practice seeks a tax professional to service high-net-worth clients within a global financial services network. You will lead complex tax planning, compliance, and cross-border engagements for privately held companies and owners, guiding teams to timely deliverables in a flexible, high-performance culture.

Applicants should have 5+ years in tax services, CPA/EA/attorney licensure, and strong leadership and communication skills.