Strategic Lead, Private Client Tax Services

EY; Phoenix (AZ); Hybrid; USD 150,000 - 290,000; Full time

Job summary

EY is seeking a tax professional to join the EY EDGE Private practice in a senior role within the Financial Services Organization. This opportunity focuses on delivering comprehensive tax services to high-net-worth individuals and privately held companies, including cross-border work and collaborations across a global team.

You will advise on complex tax matters, manage engagements, and build strong client relationships while developing leadership skills within a hybrid model.

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

Teaming

Communication

Education

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

Tools

Tax software

Job description

EY is seeking a tax professional to join the EY EDGE Private practice in a senior role within the Financial Services Organization. This opportunity focuses on delivering comprehensive tax services to high-net-worth individuals and privately held companies, including cross-border work and collaborations across a global team.

You will advise on complex tax matters, manage engagements, and build strong client relationships while developing leadership skills within a hybrid model.