Senior Tax Services Leader, Private Client & FS Edge

EY; Orlando (FL); Hybride; USD 128 000 - 292 000; Plein temps

Résumé du poste

EY is seeking a Senior Services Manager in EY EDGE Private to deliver tax compliance and consulting for high-net-worth clients, including private entities and families. This role partners with cross-functional teams to advise on complex tax matters and manage engagements across US clients.

The position emphasizes leadership, client relationship management, and timely, accurate tax reporting within EY's hybrid work model and diverse, global teams.

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

Responsabilités

• 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 and obtain instruction for timely production of tax statements and returns
• Support effective long-term relationships and manage workflow with our clients
• Manage engagement deliverables and team resources to achieve timely and accurate delivery of tax compliance services while 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 and compliance with tax laws and regulations
• Provide effective leadership, formal and informal feedback, and coaching to team members

Connaissances

Leadership

Teamwork

Organizational skills

Verbal/written communication

Formation

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

CPA/EA or licensed attorney

Outils

Tax technologies

Accounting software

Description du poste

EY is seeking a Senior Services Manager in EY EDGE Private to deliver tax compliance and consulting for high-net-worth clients, including private entities and families. This role partners with cross-functional teams to advise on complex tax matters and manage engagements across US clients.

The position emphasizes leadership, client relationship management, and timely, accurate tax reporting within EY's hybrid work model and diverse, global teams.