Senior Tax Manager - Private Client Services (FS Tax)

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

Benefits offered by this job

Hybrid work model

Competitive benefits package

Job summary

EY is seeking a senior tax professional to join our Financial Services Organization EDGE practice in the US. The role focuses on delivering tax compliance and advisory services to high-net-worth clients, including privately held companies and their owners.

You will lead engagements, mentor staff, and coordinate with cross-functional teams while navigating complex federal, state, and local tax matters. A CPA/EA or licensed attorney credential is required, with at least 8 years of experience.

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.

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

Teamwork

Leadership

Organizational skills

Communication (verbal & written)

Tax technology proficiency

Education

Bachelor's degree in Accounting/Finance/Business/Tax/Law/Economics

CPA/EA or licensed attorney

Tools

Tax software

Accounting platforms

Job description

EY is seeking a senior tax professional to join our Financial Services Organization EDGE practice in the US. The role focuses on delivering tax compliance and advisory services to high-net-worth clients, including privately held companies and their owners.

You will lead engagements, mentor staff, and coordinate with cross-functional teams while navigating complex federal, state, and local tax matters. A CPA/EA or licensed attorney credential is required, with at least 8 years of experience.