Senior Tax Manager, Private Client Services

EY; Washington (District of Columbia); Hybrid; USD 128,000 - 291,000; Full time

Benefits offered by this job

Medical and dental coverage

Pension and 401(k)

Paid time off

Job summary

EY is seeking an experienced tax professional to join the Financial Services Organization, delivering compliance and consulting services for high-net-worth clients and complex tax matters. This role emphasizes leadership, cross-functional collaboration, and expertise in federal, state, and local taxation within a dynamic global firm.

The ideal candidate has 8+ years in tax services within financial services, CPA/EA or attorney credentials, and strong communication skills.

Qualifications

• Bachelor’s degree in Accounting, Finance, Business Administration, Tax, Law, or Economics.
• CPA, EA or licensed attorney.
• Minimum of 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.
• Excellent teaming, leadership, organizational, and verbal/written communication skills.
• We’re interested in tax professionals with a genuine interest in providing outstanding services to some of the world’s most influential people.

Responsibilities

• Deliver and manage compliance and consulting delivery services to meet deadlines for client deliverables.
• Ability to 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

Federal income taxation

State & local tax

Tax technology proficiency

Accounting/Finance background

Education

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

CPA certification

Enrolled Agent (EA)

Licensed attorney

Job description

EY is seeking an experienced tax professional to join the Financial Services Organization, delivering compliance and consulting services for high-net-worth clients and complex tax matters. This role emphasizes leadership, cross-functional collaboration, and expertise in federal, state, and local taxation within a dynamic global firm.

The ideal candidate has 8+ years in tax services within financial services, CPA/EA or attorney credentials, and strong communication skills.