Tax Services Manager: Private Client & Growth Leader

EY; Charlotte (NC); Hybrid; USD 103,000 - 189,000; Full time

Benefits offered by this job

Hybrid work model

Medical and dental coverage

Pension and 401(k) plans

Paid time off

Job summary

EY’s Financial Services Organization (FSO) seeks an experienced tax professional to lead private client tax work for high-growth private companies. You will deliver compliance and advisory services, manage engagements, and guide teams across client relationships while navigating federal and state tax matters.

The role supports hybrid work arrangements in the US and cross-border opportunities. You will work with senior professionals to organize complex tax projects, ensure accuracy, and advise

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 escalate complex tax matters to senior management and subject-matter professionals, coordinating efforts and managing expectations.
• Deliver and manage compliance and consulting delivery services to meet deadlines for client deliverables.
• Lead projects and work independently, with guidance only in the most complex situations.
• Show specialized depth and breadth of expertise.
• Manage communications with client tax liaisons and related teams to gather information and support timely production of tax statements and reporting.
• Support effective long-term relationships and manage workflow with clients.
• Manage engagement deliverables and resources to achieve timely and accurate tax compliance services and engagement economics.
• Advise and provide direction on complex tax matters and coordinate daily work activities.

Skills

Leadership

Client relationship management

Communication skills

Tax knowledge

Project management

Team collaboration

Education

Bachelor's degree in Accounting/Finance/Business

CPA/EA or licensed attorney

Tools

Tax software

Accounting technologies

Job description

EY’s Financial Services Organization (FSO) seeks an experienced tax professional to lead private client tax work for high-growth private companies. You will deliver compliance and advisory services, manage engagements, and guide teams across client relationships while navigating federal and state tax matters.

The role supports hybrid work arrangements in the US and cross-border opportunities. You will work with senior professionals to organize complex tax projects, ensure accuracy, and advise