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

Ernst & Young Advisory Services Sdn Bhd; New Orleans (LA); Remote; USD 131,000 - 301,000; Full time

Job summary

Join a leading global firm that values your unique voice and perspective. In this role, you'll be part of a dynamic team focused on providing specialized tax assistance in the asset management industry. Your expertise will be crucial in managing client relationships, leading tax compliance engagements, and mentoring team members. With a commitment to excellence and a supportive culture, this opportunity allows you to make a significant impact while advancing your career. If you're passionate about tax consulting and want to work with influential clients, this position is perfect for you.

Benefits

Medical coverage

Dental coverage

Pension plans

401(k) plans

Paid time off options

Qualifications

• 10+ years in professional services or tax services in financial services.
• Proficient in various tax and accounting technologies.

Responsibilities

• Maintain client relationships and oversee tax compliance engagements.
• Lead teams and ensure quality of tax work product.

Skills

Tax technical issue resolution

Client conversation leadership

Team management and mentoring

Process improvement identification

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 technologies

Job description

Location: New York

Other locations: Anywhere in Country

Date: Feb 4, 2025

Requisition ID: 1579560

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 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

• Maintain client relationships and create a positive and trusting environment
• Direct and lead all work activities relating to the preparation and delivery of multiple tax compliance engagements simultaneously
• Lead tax delivery processes and build alliances through teaming, and/or act as a deep subject matter expert
• Manage and monitor team's work, progress reporting, workload, quality and utilization/overtime distribution across the team
• Troubleshoot and identify complex process problems, process data submissions, analyze and resolve complex issues
• Take responsibility for quality of tax work product, and manage opportunity and engagement risk for the same
• Leverage the usage of standard technologies and processes while driving efficiency and quality of deliverables
• Prepare and present periodic reports for leadership to include project milestones, budget considerations, staffing needs, and executive summaries
• Provide effective leadership, formal and informal feedback, and coaching to staff
• Provide executive oversight to staff, seniors and managers and ensure work is being completed according to established timelines, quality standards and is compliant with relevant tax laws and regulations
• Provide clear instructions, set expectations, and delegate tasks effectively to staff, seniors, and managers

Skills and attributes for success

• Ability to identify and research/resolve key tax technical issues across multiple functions, when appropriate, and consult when necessary
• Experience organizing and leading client conversations regarding complex or difficult topics
• Ability to manage and mentor multiple team members delivering tax consulting and compliance projects for clients
• Capable of identifying improvement opportunities and actively engage in implementing improvements

To qualify for the role you must have

• Bachelor’s degree in Accounting, Finance, Business Administration, Tax, Law, or Economics
• Minimum of 10 years of experience in a professional services or tax services organization in the financial services industry
• 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 $131,400 to $300,200. The salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $157,700 to $341,200. 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.