Senior Tax Manager, Private Client Services

EY; Fort Worth (TX); Remote; USD 128,000 - 292,000; Full time

Benefits offered by this job

Hybrid work model

Flexible vacation policy

Paid time off options

Job summary

EY EDGE is a leading tax-focused practice within EY's Financial Services Organization, serving US and global clients across Banking, Wealth, Insurance, and more. This role offers cross-border and cross-functional collaboration with a growing global team and a focus on specialized tax services for privately held companies and owners.

We provide support to develop technical tax knowledge and leadership skills in a dynamic, flexible environment, with comprehensive compensation and benefits and a

Qualifications

• Bachelor’s degree in Accounting, Finance, Business Administration, Tax, Law, or Economics.
• CPA, Enrolled Agent (EA) or licensed attorney.
• Minimum of 8 years in a professional services or tax services organization in financial services.
• Broad exposure to federal income taxation and state/local tax.
• Proficient with 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 only on the most complex situations.
• Manage communications with client tax liaisons and trust administration teams to gather information and authorize timely production of tax statements.
• Support effective long-term relationships and manage workflow with clients.
• Manage engagement deliverables and team resources to achieve timely, accurate delivery of tax compliance services.
• Advise on complex tax matters, set expectations, coordinate daily work, and assign tasks to staff.
• Review and evaluate the work of staff to ensure accuracy and regulatory compliance.

Skills

Excellent teaming

Leadership

Organizational skills

Verbal/written communication

Education

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

Job description

EY EDGE is a leading tax-focused practice within EY's Financial Services Organization, serving US and global clients across Banking, Wealth, Insurance, and more. This role offers cross-border and cross-functional collaboration with a growing global team and a focus on specialized tax services for privately held companies and owners.

We provide support to develop technical tax knowledge and leadership skills in a dynamic, flexible environment, with comprehensive compensation and benefits and a