Senior Private Tax Services Lead

EY; Washington (District of Columbia); Hybrid; USD 103,000 - 189,000; Full time

Job summary

EY's Financial Services Organization (FSO) EDGE Private practice provides comprehensive and specialized tax services to high-net-worth clients within the financial services sector. The team serves privately held companies and owners, from startups to multi-billion-dollar entities, with cross-border and cross-functional opportunities.

You will lead tax projects, deliver compliance and consulting services, and coach staff, while coordinating complex engagements in a collaborative, hybrid

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.

Responsibilities

• Consult with clients and escalate complex tax matters to senior management and subject-matter experts.
• Deliver and manage compliance and consulting delivery services to meet deadlines.
• Lead projects and work independently with guidance only in complex situations.
• Manage client communications and gather information for timely tax returns and reporting.
• Support long-term relationships and manage engagement deliverables and team resources.

Skills

Leadership

Communication

CPA/EA license

Tax proficiency

Client service

Education

Bachelor’s degree in Accounting/Finance/Business

Tools

Tax software

Accounting systems

Job description

EY's Financial Services Organization (FSO) EDGE Private practice provides comprehensive and specialized tax services to high-net-worth clients within the financial services sector. The team serves privately held companies and owners, from startups to multi-billion-dollar entities, with cross-border and cross-functional opportunities.

You will lead tax projects, deliver compliance and consulting services, and coach staff, while coordinating complex engagements in a collaborative, hybrid