Senior Tax Services Manager – High‑Net‑Worth Private Clients

EY; Boca Raton (FL); Hybrid; USD 103,000 - 189,000; Full time

Benefits offered by this job

Medical and dental coverage

401(k) plan

Paid time off

Flexible vacation policy

Job summary

EY’s Financial Services Organization (FSO) EDGE Private practice delivers specialized tax planning and compliance for high-net-worth individuals and privately held companies. You’ll support owners and families across cross-border engagements in a dynamic global team.

EY offers a competitive compensation package and a hybrid work model, emphasizing development, flexible collaboration, and a culture of integrity and client service.

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, EA or licensed attorney

Responsibilities

• Consult with clients and escalate complex tax matters to senior professionals and subject-matter experts.
• Deliver and manage compliance and consulting delivery services to meet deadlines.
• Lead projects and work independently, with guidance only in the most complex situations.
• Manage communications with client tax liaisons and teams to gather information for timely, accurate tax statements and returns.

Skills

Client communication

Leadership

Time management

Problem solving

Education

Bachelor’s in Accounting/Finance

CPA/EA or licensed attorney

Tools

Tax software

Accounting software

Job description

EY’s Financial Services Organization (FSO) EDGE Private practice delivers specialized tax planning and compliance for high-net-worth individuals and privately held companies. You’ll support owners and families across cross-border engagements in a dynamic global team.

EY offers a competitive compensation package and a hybrid work model, emphasizing development, flexible collaboration, and a culture of integrity and client service.