Tax Services Manager: Hybrid, High-Impact Private Clients

EY; Oklahoma City (OK); Remote; USD 103,000 - 189,000; Full time

Benefits offered by this job

Hybrid work model

Medical and dental coverage

401(k) and pension

Job summary

EY’s Financial Services Organization (FSO) Tax team is seeking a seasoned tax professional to advise high-net-worth clients and private companies on complex planning and compliance matters. You will work across cross-border engagements and coordinate with multidisciplinary teams.

In this role you’ll lead projects, mentor staff, and contribute to client relationships while navigating evolving tax regulations and industry trends.

Qualifications

• Bachelor’s degree in accounting, finance, or related field.
• Minimum of 5 years of tax experience in a professional services or financial services organization.
• CPA, EA or licensed attorney preferred.

Responsibilities

• Consult with clients and escalate complex tax matters to senior staff.
• Deliver and manage compliance and consulting work to meet client deadlines.
• Lead projects and work independently, with guidance only on complex cases.
• Manage client communications to gather information for tax returns.
• Oversee engagement deliverables and team resources for timely tax services.
• Advise on complex tax matters and assign tasks to staff.
• Review staff work for accuracy and regulatory compliance.

Skills

Tax expertise

Client communication

Leadership

Project management

Education

Bachelor’s degree in accounting/finance

Tools

Tax software

Job description

EY’s Financial Services Organization (FSO) Tax team is seeking a seasoned tax professional to advise high-net-worth clients and private companies on complex planning and compliance matters. You will work across cross-border engagements and coordinate with multidisciplinary teams.

In this role you’ll lead projects, mentor staff, and contribute to client relationships while navigating evolving tax regulations and industry trends.