Senior Tax Leader - Private Client Services

EY; Buffalo (NY); Hybrid; USD 128,000 - 292,000; Full time

Benefits offered by this job

Hybrid work model

Total Rewards package

Paid time off options

Job summary

EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry—the Financial Services Organization (FSO). Our EDGE Private practice delivers specialized tax services to high‑net worth individuals, privately owned companies, and family offices with cross‑border scope.

We offer a team‑led, leader‑enabled hybrid model and a comprehensive Total Rewards package, including medical

Qualifications

• Bachelor's degree in Accounting, Finance, Business Administration, Tax, Law, or Economics.
• CPA/EA or licensed attorney credential required or preferred.
• 8+ years in professional services or tax within financial services.

Responsibilities

• Deliver and manage compliance and consulting delivery services to meet deadlines for client deliverables.
• Lead projects and work independently with guidance in complex situations.
• Manage communications with client tax liaisons and teams to gather information and ensure timely production.

Skills

Leadership

Communication

Project management

Tax knowledge

Education

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

CPA/EA or licensed attorney

Tools

Tax software

Job description

EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry—the Financial Services Organization (FSO). Our EDGE Private practice delivers specialized tax services to high‑net worth individuals, privately owned companies, and family offices with cross‑border scope.

We offer a team‑led, leader‑enabled hybrid model and a comprehensive Total Rewards package, including medical