Tax Manager: Lead Client Tax Strategy in Financial Services

EY; New Brunswick (NJ); Hybrid; USD 105,000 - 192,000; Full time

Benefits offered by this job

Medical and dental coverage

401(k) retirement plan

Paid time off

Job summary

EY, Anywhere in the United States, seeks a services manager to lead tax compliance and advisory work for financial services clients within the FSO EDGE Wealth and Asset Management practice. You will develop strategies, oversee complex tax issues, and coach teams to deliver accurate results across hedge funds, private equity, and mutual funds taxation.

You’ll collaborate with senior leaders, manage client relationships, and drive delivery quality while leveraging EY’s hybrid work model and global

Qualifications

• 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.
• CPA, EA or licensed attorney.
• Broad exposure to federal income taxation; 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.

Responsibilities

• Deliver and manage tax compliance and consulting work for clients.
• Recognize and elevate problem areas to ensure timely and accurate completion of tax returns, research, accounting, and projects.
• Consult with clients and elevate complex matters to senior management and subject-matter professionals.
• Lead projects and work independently, with guidance in only the most complex situations.
• Manage communications with client tax liaisons and trust teams to support informed decision-making.
• Maintain effective long-term relationships and manage workflow with clients.
• Manage engagement deliverables and team resources to meet deadlines and ensure accuracy.
• Provide leadership, feedback, and coaching to team members.

Skills

Tax

Client communication

Project management

Leadership

Education

Bachelor’s degree in Accounting/Finance/Tax/Law/Economics

Tools

Tax technologies

Job description

EY, Anywhere in the United States, seeks a services manager to lead tax compliance and advisory work for financial services clients within the FSO EDGE Wealth and Asset Management practice. You will develop strategies, oversee complex tax issues, and coach teams to deliver accurate results across hedge funds, private equity, and mutual funds taxation.

You’ll collaborate with senior leaders, manage client relationships, and drive delivery quality while leveraging EY’s hybrid work model and global