Tax Services Manager — Hybrid, High-Net-Worth Focus

EY; Richmond (VA); Remote; USD 103,000 - 189,000; Full time

Benefits offered by this job

Hybrid work

Total Rewards

Paid time off

Job summary

EY's FSO EDGE Private practice provides comprehensive and specialized tax assistance tailored to the unique needs of the high-net worth tax industry. The team focuses on privately held companies and their owners, spanning family-owned businesses to private equity-backed entities, many of which are high-growth private enterprises.

You will be part of a growing global team, focusing on cross-border and cross-functional collaboration while delivering tax planning and compliance projects with

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

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

Skills

Leadership

Communication

Tax knowledge

Client management

Education

Bachelor’s degree in Accounting, Finance, Business Administration, Tax, Law, or Economics

CPA / EA or licensed attorney

Tools

Tax technology

Job description

EY's FSO EDGE Private practice provides comprehensive and specialized tax assistance tailored to the unique needs of the high-net worth tax industry. The team focuses on privately held companies and their owners, spanning family-owned businesses to private equity-backed entities, many of which are high-growth private enterprises.

You will be part of a growing global team, focusing on cross-border and cross-functional collaboration while delivering tax planning and compliance projects with