Senior Tax Services Manager - Private Client Focus

EY; Dallas (TX); Remote; USD 128,000 - 292,000; Full time

Job summary

EY’s Financial Services Office EDGE Private practice seeks a Senior Services Manager to deliver and manage tax compliance and consulting for private entities and high‑net‑worth individuals. You will lead engagements, coordinate with client teams, and ensure timely delivery while upholding regulatory standards.

Ideal candidates bring CPA/EA or attorney qualification, 8+ years in financial services tax, and strong leadership and communication skills to advise clients on complex matters in a

Qualifications

• Bachelor's degree in accounting, finance, business, tax, law or economics.
• CPA, EA or licensed attorney preferred.
• Minimum 8 years in a professional services or tax role in financial services.
• Broad exposure to federal income taxation and state/local tax.
• Proficient with tax and accounting technologies.

Responsibilities

• Deliver and manage tax compliance and consulting services to deadlines.
• Lead projects and work independently; guidance on complex tasks only.
• Coordinate with client tax liaisons and trust teams to gather data.
• Support long-term relationships and manage client workflow.
• Oversee engagement deliverables and staff resources for timely tax work.
• Advise on complex tax matters and assign tasks to staff and seniors.
• Review staff work for accuracy and regulatory compliance.
• Provide leadership and coaching to team members.

Skills

Tax compliance

Project leadership

Client management

Cross-border tax

Education

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

Tools

Tax software

Job description

EY’s Financial Services Office EDGE Private practice seeks a Senior Services Manager to deliver and manage tax compliance and consulting for private entities and high‑net‑worth individuals. You will lead engagements, coordinate with client teams, and ensure timely delivery while upholding regulatory standards.

Ideal candidates bring CPA/EA or attorney qualification, 8+ years in financial services tax, and strong leadership and communication skills to advise clients on complex matters in a