Senior Tax Services Manager, Financial Services

EY

Secaucus (NJ)

Remote

USD 105,000 - 192,000

Full time

13 days ago

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Benefits offered by this job

Medical and dental coverage
Pension and 401(k) plans
Paid time off

Job summary

EY is a leader in providing specialized tax services through the Financial Services Organization (FSO) and the FSO EDGE Wealth and Asset Management team. The services manager will work with hedge funds, private equity, and mutual funds, offering structuring, planning, and advisory support.

You will collaborate with experienced professionals, lead engagements, and deliver high-quality tax solutions for U.S. and global clients while guiding junior staff within a flexible, hybrid environment.

Qualifications

  • Bachelor’s degree in Accounting, Finance, Business Administration, Tax, Law, or Economics.
  • Minimum of 5 years of experience in a professional services or tax services organization in the financial services industry.
  • CPA, Enrolled Agent (EA) or licensed attorney.
  • Broad exposure to federal income taxation and exposure to state and local tax.
  • Proficient in the use of various tax and accounting technologies.
  • Excellent teaming, leadership, organizational, and verbal/written communication skills.

Responsibilities

  • Deliver and manage tax compliance and consulting work for clients.
  • Recognize and elevate problem areas to ensure timely and accurate completion of tax returns, research, accounting, and projects.
  • Consult with clients and elevate complex matters to senior management and subject-matter professionals.
  • Lead projects and work independently, with guidance in only the most complex situations.
  • Manage communications with client tax liaisons and trust teams to support informed decision-making.
  • Maintain effective long-term relationships and manage workflow with clients.
  • Manage engagement deliverables and team resources to meet deadlines and ensure accuracy.
  • Provide leadership, feedback, and coaching to team members.

Skills

Problem areas
Client conversations
Tax project breakdown
Multitasking

Education

Bachelor’s degree in Accounting/Finance/Business/Law/Economics
CPA/EA/Attorne y license

Job description

EY is a leader in providing specialized tax services through the Financial Services Organization (FSO) and the FSO EDGE Wealth and Asset Management team. The services manager will work with hedge funds, private equity, and mutual funds, offering structuring, planning, and advisory support.

You will collaborate with experienced professionals, lead engagements, and deliver high-quality tax solutions for U.S. and global clients while guiding junior staff within a flexible, hybrid environment.

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