Tax Services Senior Manager - FSO - Private Client Services, EDGE

EY; Akron (OH); Hybrid; USD 90,000 - 130,000; Full time

Job summary

Join a leading global firm as a Tax Services Senior Manager, focusing on high-net-worth clients and complex tax planning. This role offers opportunities for professional growth and cross-border collaboration within a dynamic team environment. EY provides a flexible, inclusive workplace with competitive benefits.

Benefits

Competitive compensation

Health coverage

Pension and 401(k)

Generous paid time off

Flexible vacation policy

Qualifications

• At least 8 years of experience in professional services or tax organizations.
• Deep understanding of estate and wealth planning, and trust income tax laws.

Responsibilities

• Consult with clients on complex tax and relationship matters.
• Deliver and oversee compliance and consulting services.
• Provide leadership, coaching, and feedback to team members.

Skills

Problem recognition

Client presentations

Analytical skills

Multitasking

Education

Bachelor’s degree in Accounting

CPA

Licensed Attorney

Enrolled Agent certification

Tools

Automated tax processing systems

Job description

Join to apply for the Tax Services Senior Manager - FSO - Private Client Services, EDGE role at EY

Location: Anywhere in Country

At EY, we’re committed to shaping your future with confidence.

We’ll support your success in a globally connected team and help you advance your career. Join EY in building a better working world.

EY leads in serving the global financial services market and has a dedicated business unit for this industry—the Financial Services Organization (FSO). Our focused model and bold ambitions position us at the forefront of industry changes, working with a range of clients from established institutions to innovative new entrants across Banking, Capital Markets, Wealth and Asset Management, Insurance, Real Estate, Hospitality, and Construction.

Our purpose is to foster a trusted and thriving financial industry, contributing to a healthy, growing, and secure global economy. If you’re passionate about solving complex challenges, consider joining our dynamic FSO team!

Our EY EDGE practice specializes in providing technical tax services to US and global clients, focusing on high-net-worth individuals and private companies. EDGE stands for Exceptional Delivery and Growth Engine, emphasizing our expertise in process and service delivery that differentiates EY in the marketplace.

The Opportunity

EY's FSO EDGE Private practice offers tailored tax assistance to high-net-worth clients, including family-owned businesses and private equity firms. These clients are often high-growth private companies, ranging from startups to multi-billion-dollar enterprises. You will engage in technically demanding tax planning and compliance projects, working as part of a global team and serving as a key contact for diverse clients and colleagues. This role offers opportunities for cross-border collaboration and professional growth, with support designed to enhance your skills and experience.

Your Key Responsibilities

• Consult with clients, managing complex tax and relationship matters, escalating issues appropriately, and coordinating efforts.
• Deliver and oversee compliance and consulting services, ensuring deadlines are met.
• Leverage specialized expertise with high-net-worth clients.
• Manage communications with client teams to gather and share information, supporting informed decision-making.
• Support long-term client relationships and manage workflow effectively.
• Oversee engagement deliverables and team resources, ensuring quality and profitability.
• Provide leadership, coaching, and feedback to team members.
• Review work for accuracy and compliance with tax laws.

Skills and Attributes for Success

• Problem recognition and escalation skills to ensure timely and accurate tax work.
• Experience in client presentations on complex topics.
• Ability to analyze and break down complex tax projects into manageable parts.
• Strong multitasking and deadline management skills.

Minimum Qualifications

• Bachelor’s degree in Accounting with significant tax or financial planning experience.
• CPA, Licensed Attorney, or Enrolled Agent certification.
• At least 8 years of experience in professional services or tax organizations.
• Deep understanding of estate and wealth planning, and trust income tax laws.
• Excellent collaboration and negotiation skills, with confidence to challenge senior stakeholders.
• Proficiency with automated tax processing systems.

Preferred Qualifications

• Proven high-net-worth tax planning experience.
• Experience mentoring junior colleagues.
• Strong analytical skills and attention to detail.
• Adaptability to work effectively with internal and client teams.

What We Offer

At EY, we develop future-focused skills and provide world-class experiences in a flexible, inclusive environment. Our comprehensive benefits include competitive compensation, health coverage, pension and 401(k), and generous paid time off.

We operate a hybrid work model, expecting most client-facing roles to work onsite 40-60%. Our flexible vacation policy allows you to choose your time off based on personal circumstances.

Ready to Shape Your Future?

Apply today. EY accepts applications on an ongoing basis. For California residents, additional information is available here.

Our Values

We uphold high ethical standards and integrity. EY is committed to diversity and inclusion, providing reasonable accommodations for individuals with disabilities or veterans.

Additional Details

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Business Development and Sales
• Industries: Professional Services