Senior Tax Services Manager, Private Client & Wealth

EY; Olympia (WA); Hybrid; USD 128,000 - 292,000; Full time

Benefits offered by this job

Total Rewards program

Hybrid work model

Paid time off

Job summary

EY is seeking a Senior Services Manager in FSO EDGE Private to deliver and supervise tax compliance and consulting for private entities and high‑net‑worth individuals. You will lead engagements, coordinate staff tasks, and ensure timely, accurate reporting while building long‑term client relationships.

The role requires CPA/EA or licensed attorney status, 8+ years in tax services, and a strong background in federal and state/local taxation.

Qualifications

• Bachelor's degree in Accounting, Finance, Business Administration, Tax, Law, or Economics.
• CPA, EA or licensed attorney.
• Minimum of 8 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.

Responsibilities

• 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.
• 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

Education

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

Tools

Tax technology

Accounting software

Job description

EY is seeking a Senior Services Manager in FSO EDGE Private to deliver and supervise tax compliance and consulting for private entities and high‑net‑worth individuals. You will lead engagements, coordinate staff tasks, and ensure timely, accurate reporting while building long‑term client relationships.

The role requires CPA/EA or licensed attorney status, 8+ years in tax services, and a strong background in federal and state/local taxation.