Tax Manager - Financial Services - Wealth and Asset Management Client Delivery Services - EDGE

Ernst & Young Advisory Services Sdn Bhd; New York (NY); Hybrid; USD 124,000 - 216,000; Full time

Job summary

Join a forward-thinking firm as a Tax Manager in the Financial Services sector, where you will leverage your expertise in tax compliance and consulting to deliver exceptional service to a diverse client base. This role offers you the opportunity to work within a dynamic team that values integrity and high ethical standards. You will be responsible for managing complex tax projects, consulting with clients, and ensuring compliance with tax regulations. With a commitment to continuous learning and a diverse culture, this position allows you to shape your career while making a significant impact in the financial services industry. Embrace the chance to grow in an inclusive environment that celebrates your unique voice and perspective.

Benefits

Medical Coverage

Dental Coverage

401(k) Plans

Flexible Vacation Policy

Paid Time Off

Winter/Summer Breaks

Personal/Family Care Leave

Qualifications

• 5+ years in tax services with a focus on financial services.
• Proficient in tax technologies and compliance management.

Responsibilities

• Deliver and manage tax compliance and consulting services.
• Consult with clients and escalate complex issues to management.
• Lead projects and manage team resources effectively.

Skills

Tax Compliance

Client Relationship Management

Project Management

Problem Solving

Communication Skills

Education

Bachelor's degree in Accounting

Bachelor's degree in Finance

Bachelor's degree in Business Administration

Bachelor's degree in Tax

Bachelor's degree in Law

Bachelor's degree in Economics

Tools

Tax Technologies

Accounting Software

Job description

Tax Manager - Financial Services - Wealth and Asset Management Client Delivery Services - EDGE

Location: New York

Other locations: Anywhere in Country

Date: Mar 14, 2025

Requisition ID: 1525099

At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even better. Join us and build an exceptional experience for yourself, and a better working world for all.

The exceptional EY experience. It's yours to build.

EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.

This position could be located in NY, NJ, CT, MA, NC, FL, IL, TX, CA.

Our Financial Services EY EDGE practice is made up of a team of professionals providing dedicated tax technical services to both US and global clients. EDGE stands for Exceptional Delivery and Growth Engine because this team operates in a technical environment with deep process and service delivery experience that distinguishes EY in the marketplace.

The opportunity

EY's FSO EDGE Wealth and Asset Management (WAM) practice provides comprehensive and specialized tax assistance tailored to the unique needs of the asset management industry. You will work alongside our practice office professionals who are knowledgeable and experienced with varied and specialized facets of hedge fund, private equity fund and mutual fund taxation, including fund and organizational structuring, tax minimization planning, on-call advice, and tax compliance.

Your key responsibilities

A Services Manager in FSO EDGE WAM will be responsible for delivering and managing tax compliance and consulting work for clients. The objective is to recognize and identify problem areas and items that need to be addressed or escalated to ensure tax returns, tax research, tax accounting, and tax projects are timely and accurately completed. You will work alongside practice office professionals serving clients, based on their time demands, as one team.

Responsibilities include:

• Consult with clients and demonstrate professional discretion by appropriately escalating complex tax and client relationship matters to senior management and subject-matter professionals, coordinating efforts, and managing expectations about timing of response and resolution.
• 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 and attributes for success:

• Ability to recognize and identify problem areas that need to be addressed or escalated to ensure tax returns, tax research, tax accounting, and other tax projects are timely and accurately completed.
• Experience presenting in client conversations regarding complex or difficult topics.
• Ability to break down complex tax projects into manageable components, analyze relevant information, and formulate client-centric solutions that comply with relevant laws and regulations.
• Ability to manage multiple work assignments, team members, and deadlines simultaneously.

To qualify for the role you must have:

• Bachelor's degree in Accounting, Finance, Business Administration, Tax, Law, or Economics.
• Minimum of 5 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.
• Excellent teaming, leadership, organizational, and verbal/written communication skills.
• Certified Public Accountant (CPA), Enrolled Agent (EA), or licensed attorney.

What we look for:

We're interested in tax professionals with a genuine interest in providing outstanding services to some of the world's most influential people. Working with people from all backgrounds, from executives and entrepreneurs to investors and families, you'll use your experience and status as a trusted advisor to maintain and further our reputation for excellence.

What we offer:

We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $103,600 to $189,700. The salary range for New York City Metro Area, Washington State, and California (excluding Sacramento) is $124,200 to $215,600. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills, and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client-serving roles to work together in person 40-60% of the time over the course of an engagement, project, or year. Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.

• Continuous learning: You’ll develop the mindset and skills to navigate whatever comes next.
• Success as defined by you: We’ll provide the tools and flexibility, so you can make a meaningful impact, your way.
• Transformative leadership: We’ll give you the insights, coaching, and confidence to be the leader the world needs.
• Diverse and inclusive culture: You’ll be embraced for who you are and empowered to use your voice to help others find theirs.

EY accepts applications for this position on an on-going basis. If you can demonstrate that you meet the criteria above, please contact us as soon as possible.

EY exists to build a better working world, helping to create long-term value for clients, people, and society and build trust in the capital markets.