Senior Tax Leader, Private Client – Financial Services

EY; Louisville (KY); Hybrid; USD 128,000 - 292,000; Full time

Job summary

EY in the United States seeks a senior tax professional to lead compliance and advisory work within the EY EDGE Private practice, part of the Financial Services Organization. You will coordinate multi-client engagements, manage teams, and deliver high-quality tax services for financial institutions and private entities.

The role requires a CPA/EA or licensed attorney with 8+ years in tax services, including federal and state/local taxation, and proficiency with tax technologies.

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.
• 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.
• 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

Team leadership

Organizational skills

Verbal/written communication

Collaboration

Education

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

CPA/EA or licensed attorney

Job description

EY in the United States seeks a senior tax professional to lead compliance and advisory work within the EY EDGE Private practice, part of the Financial Services Organization. You will coordinate multi-client engagements, manage teams, and deliver high-quality tax services for financial institutions and private entities.

The role requires a CPA/EA or licensed attorney with 8+ years in tax services, including federal and state/local taxation, and proficiency with tax technologies.