Tax Services Leader — High-Net-Worth & Private Equity

EY; Pittsburgh (Allegheny County); Hybrid; USD 103,000 - 189,000; Full time

Job summary

EY's Financial Services Organization (FSO) EDGE Private practice in the US offers specialized tax services to high-net-worth clients and privately held companies. You will work on cross-border and cross-functional engagements, delivering complex tax planning and compliance with guidance from senior professionals.

The role requires a CPA/EA or licensed attorney, 5+ years in tax services within financial services, and strong leadership and communication skills.

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
• Certified Public Accountant (CPA), Enrolled Agent (EA) or licensed attorney
• Broad exposure to federal income taxation and exposure to state and local tax

Responsibilities

• 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
• Incumbent has specialized depth and/or breadth of expertise
• 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

Job description

EY's Financial Services Organization (FSO) EDGE Private practice in the US offers specialized tax services to high-net-worth clients and privately held companies. You will work on cross-border and cross-functional engagements, delivering complex tax planning and compliance with guidance from senior professionals.

The role requires a CPA/EA or licensed attorney, 5+ years in tax services within financial services, and strong leadership and communication skills.