Senior Tax Manager, Financial Services Advisory

EY; Boca Raton (FL); Hybrid; USD 120.000 - 190.000; Vollzeit

Zusammenfassung

EY is seeking a services manager in the Financial Services Organization (FSO) within the Wealth and Asset Management tax practice. The role focuses on delivering specialized tax support for hedge funds, private equity, and mutual funds, including structuring, planning, and advisory services.

The position requires a CPA/EA or licensed attorney with at least 5 years in tax services, and a strong background in federal, state, and local taxation.

Qualifikationen

• 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.
• CPA, 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.

Aufgaben

• 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

Kenntnisse

Problem identification

Client communications

Tax project breakdown

Multitasking

Ausbildung

Bachelor's degree in Accounting/Finance/Business

Jobbeschreibung

EY is seeking a services manager in the Financial Services Organization (FSO) within the Wealth and Asset Management tax practice. The role focuses on delivering specialized tax support for hedge funds, private equity, and mutual funds, including structuring, planning, and advisory services.

The position requires a CPA/EA or licensed attorney with at least 5 years in tax services, and a strong background in federal, state, and local taxation.