Senior Tax Manager, Private Client Services (FSO)

EY; Toledo (OH); Hybrid; USD 128,000 - 292,000; Full time

Benefits offered by this job

Hybrid work model

Total Rewards package

Paid time off

Job summary

EY is seeking a senior tax professional to join its Financial Services Organization (FSO) EDGE team in the United States. The role focuses on delivering tax compliance and consulting services to financial services clients, including high-net-worth matters and cross-border considerations.

The ideal candidate holds a CPA/EA or licensed attorney designation, with 8+ years in tax within professional services, and strong knowledge of federal and state/local tax.

Qualifications

• Bachelor’s degree in Accounting, Finance, Business Administration, Tax, Law, or Economics.
• CPA, Enrolled Agent (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.
• 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 information and support timely production of tax information statements and tax returns.
• Support effective long-term relationships and manage workflow with clients.
• Oversee engagement deliverables and team resources to ensure timely, accurate delivery of tax services and manage engagement economics.
• Provide direction on complex tax matters, set expectations, coordinate daily work, and assign tasks to staff and seniors.
• Review and evaluate staff work for accuracy and compliance.

Skills

Tax compliance

Tax consulting

Leadership

Federal income taxation

State & local tax

CPA/EA/attorney credential

Education

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

Tools

Tax software

Job description

EY is seeking a senior tax professional to join its Financial Services Organization (FSO) EDGE team in the United States. The role focuses on delivering tax compliance and consulting services to financial services clients, including high-net-worth matters and cross-border considerations.

The ideal candidate holds a CPA/EA or licensed attorney designation, with 8+ years in tax within professional services, and strong knowledge of federal and state/local tax.