Senior Tax Services Lead, Private Client - FS

EY; Indianapolis (IN); Hybrid; USD 128,000 - 292,000; Full time

Benefits offered by this job

Hybrid work model

Competitive benefits

Generous vacation policy

Job summary

EY is a global leader in professional services, offering opportunities in the Financial Services Organization (FSO) EDGE practice across US clients. This role focuses on delivering tax compliance and advisory services within a dynamic team.

You will lead projects, manage client communications, and coach staff while applying broad federal and state tax knowledge and advanced tax technologies. A CPA/EA or attorney license is required, with 8+ years of experience.

Qualifications

• Bachelor’s degree in Accounting, Finance, Business Administration, Tax, Law, or Economics.
• CPA (Certified Public Accountant), EA (Enrolled Agent) 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

Leadership

Teamwork

Organizational

Communication

Education

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

Tools

Tax software

Job description

EY is a global leader in professional services, offering opportunities in the Financial Services Organization (FSO) EDGE practice across US clients. This role focuses on delivering tax compliance and advisory services within a dynamic team.

You will lead projects, manage client communications, and coach staff while applying broad federal and state tax knowledge and advanced tax technologies. A CPA/EA or attorney license is required, with 8+ years of experience.