Senior Tax Services Lead, Private Client - FS

EY; Grand Rapids (MI); Hybrid; USD 128,000 - 292,000; Full time

Benefits offered by this job

Hybrid work model

Medical and dental coverage

401(k) and pension

Paid time off

Flexible vacation policy

Job summary

EY is a leader in serving the global financial services marketplace and operates a dedicated Financial Services Organization (FSO) EDGE practice. The EDGE Private practice provides specialized tax assistance to high-net-worth individuals, private companies, and families, with a focus on cross-border and cross-functional collaboration within a global team.

As part of EY EDGE Private, you will deliver tax compliance and consulting services, lead projects, manage client communications, and support

Qualifications

• Bachelor’s degree in Accounting, Finance, Business Administration, Tax, Law, or Economics.
• CPA/EA/attorney license or equivalent.
• 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.

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 required information, share information to support informed decisions, and obtain instructions.
• Support effective long-term relationships and manage workflow with clients.
• Manage engagement deliverables and team resources to achieve timely and accurate delivery of tax compliance services and engagement economics.
• Advise on complex tax matters, set expectations, coordinate daily work activities, and assign tasks to staff and seniors.
• Review and evaluate the work of staff to ensure accuracy and compliance with tax laws.

Skills

Team leadership

Communication skills

Verbal & written communication

Education

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

CPA/EA/Attorney license

Tools

Tax software proficiency

Job description

EY is a leader in serving the global financial services marketplace and operates a dedicated Financial Services Organization (FSO) EDGE practice. The EDGE Private practice provides specialized tax assistance to high-net-worth individuals, private companies, and families, with a focus on cross-border and cross-functional collaboration within a global team.

As part of EY EDGE Private, you will deliver tax compliance and consulting services, lead projects, manage client communications, and support