Senior Tax Services Manager — Private Client, FSO

EY; New Orleans (LA); Hybrid; USD 103,000 - 189,000; Full time

Benefits offered by this job

Hybrid work model

Medical and dental coverage

Pension and 401(k) plans

Paid time off

Job summary

EY’s Financial Services Organization (FSO) EDGE Private practice seeks a senior tax professional to advise high‑net‑worth clients and private companies on federal and state tax matters.

You will lead tax compliance and consulting projects, coordinate with cross-border teams, and provide strategic guidance to owners and executives while ensuring quality and regulatory compliance. CPA/EA or attorney preferred; 5+ years in tax services.

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.
• Excellent teaming, leadership, organizational, and verbal/written communication skills.
• CPA, EA or licensed attorney.

Responsibilities

• Consult with clients and demonstrate professional discretion by appropriately escalating complex tax and client relationship matters to senior management and subject-matter professionals, coordinating efforts, and managing expectations about timing of response and resolution
• Deliver and manage compliance and consulting delivery services to meet deadlines for client deliverables
• Ability to lead projects and work independently, with guidance in only the most complex situations
• Incumbent has specialized depth and/or breadth of expertise
• Manage communications with client tax liaisons, client trust administration teams and client trust officers to gather required information, to share information to support informed decision-making, and obtain instruction or authorization necessary for timely, accurate production of tax information statements, tax returns and related reporting
• Support effective long-term relationships and manage workflow effectively with our clients
• Manage engagement deliverables and team resources to achieve timely and accurate delivery of tax compliance services while effectively 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, completeness, and compliance with relevant tax laws and regulations
• Provide effective leadership, formal and informal feedback, and coaching to team members

Skills

Leadership

Communication

Teamwork

Problem solving

Tax knowledge

Education

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

Tools

Tax software

Job description

EY’s Financial Services Organization (FSO) EDGE Private practice seeks a senior tax professional to advise high‑net‑worth clients and private companies on federal and state tax matters.

You will lead tax compliance and consulting projects, coordinate with cross-border teams, and provide strategic guidance to owners and executives while ensuring quality and regulatory compliance. CPA/EA or attorney preferred; 5+ years in tax services.