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

Ernst and Young; San Jose (CA); On-site; USD 157,000 - 342,000; Full time

Job summary

An established industry player is seeking a Senior Services Manager to join their dynamic team in the Financial Services Organization. This role offers an exceptional opportunity to lead tax compliance and consulting engagements, working with a diverse range of clients in the asset management sector. You will be responsible for managing client relationships while ensuring high-quality service delivery and compliance with tax laws. The firm fosters a collaborative environment, encouraging personal growth and professional development. If you have a passion for tax and a commitment to excellence, this is the perfect opportunity for you.

Benefits

Medical Coverage

Dental Coverage

401(k) Plans

Flexible Vacation Policy

Paid Time Off

Winter/Summer Breaks

Personal/Family Care Leave

Qualifications

• 10+ years of experience in tax services or professional services.
• Strong leadership and organizational skills required.

Responsibilities

• Manage tax compliance and consulting work for clients.
• Lead tax delivery processes and maintain client relationships.
• Provide effective leadership and coaching to team members.

Skills

Tax Compliance

Leadership

Client Relationship 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 and Accounting Technologies

Job description

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.

EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry – the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing, and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team!

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 Senior Services Manager in FSO EDGE WAM will serve as a functional leader managing tax compliance and consulting work for clients. The objective is to lead tax processes by directing and coordinating day-to-day interactions with the team, reviewing engagement work product, driving delivery of services to meet deadlines for client deliverables, developing internal team members, and managing the functional efforts of such tax processes. You will work alongside practice office professionals serving clients, based on their time demands, as one team.

Responsibilities include

1. Maintain client relationships and create a positive and trusting environment
2. Direct and lead all work activities relating to the preparation and delivery of multiple tax compliance engagements simultaneously
3. Lead tax delivery processes and build alliances through teaming, and/or act as a deep subject matter expert
4. Manage and monitor team's work, progress reporting, workload, quality and utilization/overtime distribution across the team
5. Troubleshoot and identify complex process problems, process data submissions, analyze and resolve complex issues
6. Take responsibility for quality of tax work product, and manage opportunity and engagement risk for the same
7. Leverage the usage of standard technologies and processes while driving efficiency and quality of deliverables
8. Prepare and present periodic reports for leadership to include project milestones, budget considerations, staffing needs, and executive summaries
9. Provide effective leadership, formal and informal feedback, and coaching to staff
10. 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
11. Provide clear instructions, set expectations, and delegate tasks effectively to staff, seniors, and managers

Skills and attributes for success

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

To qualify for the role you must have

1. Bachelor’s degree in Accounting, Finance, Business Administration, Tax, Law, or Economics
2. Minimum of 10 years of experience in a professional services or tax services organization in the financial services industry
3. Proficient in the use of various tax and accounting technologies
4. Excellent teaming, leadership, organizational, and verbal/written communication skills
5. 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. 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.

1. Continuous learning: You’ll develop the mindset and skills to navigate whatever comes next.
2. Success as defined by you: We’ll provide the tools and flexibility, so you can make a meaningful impact, your way.
3. Transformative leadership: We’ll give you the insights, coaching and confidence to be the leader the world needs.
4. 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.