Tax Services Manager, Private Firms

EY; Irvine (CA); Remote; USD 103,000 - 189,000; Full time

Job summary

EY’s Financial Services Organization (FSO) EDGE Private practice offers specialized tax support for high-net-worth clients, privately held entities, and their families. This role emphasizes cross-border and cross-functional collaboration within a growing global team, delivering complex tax planning and compliance with client-centric solutions.

You will join a dynamic team that values leadership, coaching, and collaboration, while working in a flexible environment across the US.

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 escalate complex tax issues to senior management and subject-matter experts.
• Deliver and manage compliance and consulting services to meet client deadlines.
• Lead projects and work independently with guidance only on the most complex situations.
• Provide specialized depth and breadth of tax expertise across engagements.
• Coordinate information gathering and instruction with client tax liaisons and teams.
• Support long-term client relationships and manage engagement resources and economics.
• Provide direction on complex tax matters and supervise staff and seniors.

Skills

Client communication

Presentation skills

Tax knowledge

Team leadership

Time management

Attention to detail

Education

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

Job description

EY’s Financial Services Organization (FSO) EDGE Private practice offers specialized tax support for high-net-worth clients, privately held entities, and their families. This role emphasizes cross-border and cross-functional collaboration within a growing global team, delivering complex tax planning and compliance with client-centric solutions.

You will join a dynamic team that values leadership, coaching, and collaboration, while working in a flexible environment across the US.