Senior Tax Lead - Private Client, FS

EY; Alpharetta (GA); Remote; USD 128,000 - 292,000; Full time

Benefits offered by this job

Hybrid work model

Medical and dental coverage

Pension and 401(k)

Job summary

EY is seeking a senior tax professional within the Financial Services EY EDGE practice in the US. You will deliver tax compliance and advisory services for a range of clients, guiding engagements from planning to delivery and coordinating with cross-border teams.

The ideal candidate has 8+ years in tax services in financial services, CPA/EA or licensed attorney, and broad federal/state tax exposure with strong tax technology skills. EY offers a hybrid work model and comprehensive rewards.

Qualifications

• Bachelor’s degree in Accounting, Finance, Business Administration, Tax, Law, or Economics.
• 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.
• Proficient in the use of various tax and accounting technologies.

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

Communication

Teamwork

Tax knowledge

Project management

Education

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

Tools

Tax software

Job description

EY is seeking a senior tax professional within the Financial Services EY EDGE practice in the US. You will deliver tax compliance and advisory services for a range of clients, guiding engagements from planning to delivery and coordinating with cross-border teams.

The ideal candidate has 8+ years in tax services in financial services, CPA/EA or licensed attorney, and broad federal/state tax exposure with strong tax technology skills. EY offers a hybrid work model and comprehensive rewards.