Tax Services Manager, Private Client Advisory

EY; Salt Lake City (UT); Hybrid; USD 103,000 - 189,000; Full time

Benefits offered by this job

Medical and dental coverage

Pension and 401(k) plans

Paid time off

Hybrid work model

Flexible vacation policy

Job summary

EY’s FSO EDGE Private practice in the United States seeks a senior tax professional with deep federal and state tax knowledge and a proven ability to lead complex client engagements. You will drive compliance and advisory work for high-growth private companies and their owners, coordinating cross-functional teams across a broad tax landscape.

You will mentor staff, manage client relationships, and deliver high-quality tax planning and compliance services, leveraging strong communication and

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.

Responsibilities

• Consult with clients and demonstrate professional discretion by 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

Teamwork

Leadership

Organizational skills

Verbal/written communication

Education

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

CPA EA or licensed attorney

Job description

EY’s FSO EDGE Private practice in the United States seeks a senior tax professional with deep federal and state tax knowledge and a proven ability to lead complex client engagements. You will drive compliance and advisory work for high-growth private companies and their owners, coordinating cross-functional teams across a broad tax landscape.

You will mentor staff, manage client relationships, and deliver high-quality tax planning and compliance services, leveraging strong communication and