Senior Tax Services Manager - Private Clients

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

Benefits offered by this job

Hybrid work model

Medical and dental coverage

Pension and 401(k)

Paid time off options

Job summary

EY's Financial Services Organization (FSO) Edge Private practice seeks a tax professional to advise on high-net-worth clients and privately held companies. You'll coordinate cross-border tax planning, compliance and advisory work for families and owners, with a focus on complex, ever-changing regulations.

The role emphasizes leadership, collaboration and delivering timely, accurate tax solutions within a hybrid, client-facing environment.

Qualifications

• Bachelor’s degree in Accounting/Finance/Tax or equivalent.
• CPA, EA, or licensed attorney designation preferred.
• 5+ years in tax services within financial services.
• Broad exposure to federal income taxation and state/local tax.

Responsibilities

• Consult with clients and escalate complex tax matters to seniors.
• Deliver and manage tax compliance and consulting projects.
• Lead projects and manage teams with limited guidance.
• Oversee engagement deliverables and client relations.
• Provide leadership, feedback and coaching to staff.

Skills

Leadership

Communication

Client communication

Problem solving

Education

Bachelor’s degree in Accounting/Finance/Tax

CPA / EA / licensed attorney

5+ years tax services experience

Federal income taxation knowledge

Job description

EY's Financial Services Organization (FSO) Edge Private practice seeks a tax professional to advise on high-net-worth clients and privately held companies. You'll coordinate cross-border tax planning, compliance and advisory work for families and owners, with a focus on complex, ever-changing regulations.

The role emphasizes leadership, collaboration and delivering timely, accurate tax solutions within a hybrid, client-facing environment.