Strategic Senior Manager, Private Client Tax Services

EY; Arlington (VA); Hybrid; USD 128,000 - 292,000; Full time

Benefits offered by this job

Hybrid work model

Medical and dental coverage

Pension and 401(k) plans

Generous paid time off

Job summary

EY is a leader in professional services with a dedicated Financial Services Organization (FSO) EDGE practice, providing specialized tax services to US and global clients. The team focuses on high-net-worth clients, private companies, and cross-border engagements, offering opportunities to grow in a dynamic, globally connected environment.

Join EY EDGE Private practice for exposure to cross-border work and leadership development, with a hybrid work model and extensive Total Rewards including

Qualifications

• Bachelor’s degree required.
• CPA, EA, or licensed attorney preferred.
• Minimum of 8 years in a professional services or tax services organization in financial services.
• Broad exposure to federal income taxation; exposure to state/local tax.
• Proficient with tax and accounting technologies.

Responsibilities

• Deliver and manage compliance and consulting delivery services to meet deadlines for client deliverables.
• Lead projects and work independently, with guidance only in the most complex scenarios.
• Manage communications with client tax liaisons and trust teams to gather information and obtain authorization for timely, accurate tax reporting.
• Support long-term client relationships and manage workflow effectively.
• Manage engagement deliverables and team resources to ensure timely, accurate delivery and manage engagement economics.
• Advise on complex tax matters, set expectations, and assign tasks to staff and seniors.
• Review staff work for accuracy and compliance with tax laws.

Skills

CPA/EA/Attorney

8+ years experience

Federal & state tax

Tax technologies

Education

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

Job description

EY is a leader in professional services with a dedicated Financial Services Organization (FSO) EDGE practice, providing specialized tax services to US and global clients. The team focuses on high-net-worth clients, private companies, and cross-border engagements, offering opportunities to grow in a dynamic, globally connected environment.

Join EY EDGE Private practice for exposure to cross-border work and leadership development, with a hybrid work model and extensive Total Rewards including