Senior Tax Services Manager, Private Client

EY; Stamford (CT); Remote; USD 103,000 - 189,000; Full time

Job summary

EY is seeking a skilled tax professional to join our FSO Edge Private practice, serving high-growth private companies and their owners. You will lead compliance and consulting projects, coordinate multi-disciplinary teams, and deliver accurate tax information statements and returns while building trusted client relationships.

Ideal candidates have a CPA/EA or attorney license, 5+ years of experience in tax services within financial services, and strong communication and leadership abilities to

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
• Broad exposure to federal income taxation and exposure to state and local tax
• Proficient in the use of various tax and accounting technologies
• CPA, EA or licensed attorney

Responsibilities

• Consult with clients and escalate complex tax matters to senior management and subject-matter professionals
• Deliver and manage compliance and consulting delivery services to meet deadlines
• Lead projects and work independently with guidance in complex situations
• Manage client communications to gather information for accurate tax reporting
• Support long-term client relationships and manage engagement deliverables and team resources
• Provide leadership, feedback, and coaching to team members
• Review staff work for accuracy and regulatory compliance

Skills

Client communication

Leadership

Teamwork

Organizational skills

Verbal/written communication

Education

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

Tools

Tax software

Job description

EY is seeking a skilled tax professional to join our FSO Edge Private practice, serving high-growth private companies and their owners. You will lead compliance and consulting projects, coordinate multi-disciplinary teams, and deliver accurate tax information statements and returns while building trusted client relationships.

Ideal candidates have a CPA/EA or attorney license, 5+ years of experience in tax services within financial services, and strong communication and leadership abilities to