Tax Services Manager — Private Client & Cross-Border Tax

EY; Denver (CO); On-site; USD 103,000 - 189,000; Full time

Job summary

EY’s Financial Services Organization (FSO) EDGE Private practice provides comprehensive and specialized tax services tailored to high-net-worth clients, private companies and their owners. This role focuses on complex tax planning, compliance, and cross-border issues for growth-oriented clients across private equity and family-owned businesses.

You will work with a global team, collaborating across disciplines while delivering sophisticated tax solutions and shaping client strategies for

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.
• CPA, 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

Client consultation

Project leadership

Tax knowledge

Communication

Education

Bachelor’s degree in Accounting/Finance/Business/Tax/Law/Economics

CPA/EA or licensed attorney

Job description

EY’s Financial Services Organization (FSO) EDGE Private practice provides comprehensive and specialized tax services tailored to high-net-worth clients, private companies and their owners. This role focuses on complex tax planning, compliance, and cross-border issues for growth-oriented clients across private equity and family-owned businesses.

You will work with a global team, collaborating across disciplines while delivering sophisticated tax solutions and shaping client strategies for