Senior Tax Manager, Financial Services Advisory

EY

Akron (OH)

Hybrid

USD 105,000 - 192,000

Full time

13 days ago

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Job summary

EY is seeking a services manager in the Financial Services Organization (FSO) EDGE Wealth and Asset Management team. You will deliver tax compliance and advisory services for hedge funds, private equity, and mutual funds, guiding complex matters with senior stakeholders and building trusted client relationships.

The role emphasizes leadership, cross-functional collaboration, and a strong tax technical foundation, with a hybrid client-facing model in the US and opportunities to impact diverse

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.
  • Certified Public Accountant (CPA), Enrolled Agent (EA) or licensed attorney.
  • 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

  • Deliver and manage tax compliance and consulting work for clients.
  • Recognize and elevate problem areas to ensure timely and accurate completion of tax returns, research, accounting, and projects.
  • Consult with clients and elevate complex matters to senior management and subject-matter professionals.
  • Lead projects and work independently, with guidance in only the most complex situations.
  • Manage communications with client tax liaisons and trust teams to support informed decision-making.
  • Maintain effective long-term relationships and manage workflow with clients.
  • Manage engagement deliverables and team resources to meet deadlines and ensure accuracy.
  • Provide leadership, feedback, and coaching to team members.

Skills

Tax expertise
Client communication
Project leadership
Multitasking

Education

Bachelor’s in Accounting/Finance
CPA/EA/licensed attorney

Tools

Tax software

Job description

EY is seeking a services manager in the Financial Services Organization (FSO) EDGE Wealth and Asset Management team. You will deliver tax compliance and advisory services for hedge funds, private equity, and mutual funds, guiding complex matters with senior stakeholders and building trusted client relationships.

The role emphasizes leadership, cross-functional collaboration, and a strong tax technical foundation, with a hybrid client-facing model in the US and opportunities to impact diverse

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