Senior Tax Services Manager - Private Clients

EY; Irvine (CA); Hybrid; USD 150,000 - 320,000; Full time

Job summary

EY is seeking a Senior Services Manager for FSO EDGE Private to lead tax compliance and consulting for a diverse client base, including high-net-worth individuals and private entities. You will manage engagements, mentor staff, and coordinate cross-border work with a focus on private client services.

Requirements include a CPA/EA or licensed attorney, 8+ years in tax services, and deep federal/state tax knowledge. EY offers a hybrid work model and a comprehensive benefits package.

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 and support timely, accurate production of tax information statements and tax returns.
• Support effective long-term relationships and manage workflow with clients.
• Manage engagement deliverables and team resources to achieve timely and accurate delivery of tax compliance services while 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 and compliance with tax laws and regulations.
• Provide leadership, feedback, and coaching to team members.

Skills

Leadership

Verbal/written communication

Teamwork

Organizational skills

Education

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

CPA/EA or licensed attorney

Job description

EY is seeking a Senior Services Manager for FSO EDGE Private to lead tax compliance and consulting for a diverse client base, including high-net-worth individuals and private entities. You will manage engagements, mentor staff, and coordinate cross-border work with a focus on private client services.

Requirements include a CPA/EA or licensed attorney, 8+ years in tax services, and deep federal/state tax knowledge. EY offers a hybrid work model and a comprehensive benefits package.