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

EY; Birmingham (AL); Remote; USD 100,000 - 130,000; Full time

Job summary

Join a leading firm as a Tax Services Senior Manager in the FSO - Private Client Services team. This role involves providing specialized tax services to high-net-worth individuals and private companies, managing complex tax planning and compliance projects, and leading a team to ensure high-quality service delivery.

Benefits

Competitive compensation and benefits

Flexible work arrangements

Generous paid time off

Qualifications

• At least 8 years of professional experience in services or tax organizations.
• Thorough knowledge of estate and wealth planning.

Responsibilities

• Consult with clients and manage expectations regarding timing and resolution.
• Deliver and oversee compliance and consulting services.
• Advise on complex tax issues and manage engagement deliverables.

Skills

Problem Solving

Collaboration

Negotiation

Analytical Skills

Education

Bachelor’s degree in Accounting

CPA license

Licensed Attorney

Enrolled Agent

Job description

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Location: Anywhere in Country

At EY, we’re committed to shaping your future with confidence. We support your success within a globally connected, diverse team, helping you develop your career in various directions. Join EY and contribute to building a better working world.

EY is a leader in serving the global financial services marketplace and uniquely has a dedicated business unit for this industry—the Financial Services Organization (FSO). Our focused approach and bold ambitions have positioned us at the heart of industry changes, working alongside clients from venerable 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 trustworthy, thriving financial services industry that supports a healthy, growing, and secure global economy. If you are passionate about solving complex challenges collaboratively, consider joining our dynamic FSO team.

Our EY EDGE practice in Financial Services provides specialized tax services to US and global clients. EDGE stands for Exceptional Delivery and Growth Engine, reflecting our technical expertise and commitment to service excellence.

The Opportunity

EY's FSO EDGE Private practice offers tailored tax assistance for high-net-worth individuals and private companies, including family-owned and private equity-backed enterprises. These clients are often high-growth, private companies, from startups to multi-billion-dollar global firms. You will engage in technically demanding tax planning and compliance projects, working with a global team and serving as a key contact for clients and colleagues. This role offers opportunities for cross-border and cross-functional collaboration, with support tailored to your skills and experience. EY provides a nurturing environment to enhance your technical tax knowledge, leadership, and business skills. You will work with experienced professionals in high-net-worth taxation.

Your Key Responsibilities

• Consult with clients, exercise professional discretion, escalate complex issues appropriately, coordinate efforts, and manage expectations regarding timing and resolution.
• Deliver and oversee compliance and consulting services, ensuring deadlines are met.
• Apply specialized expertise in high-net-worth clients.
• Communicate with client tax liaisons, trust administration teams, and officers to gather and share information, support decision-making, and obtain necessary instructions.
• Support long-term client relationships and manage workflow effectively.
• Manage engagement deliverables and team resources to ensure timely, accurate tax compliance, and manage engagement economics.
• Advise on complex tax issues, set expectations, coordinate daily tasks, and delegate to staff and senior team members.
• Review staff work for accuracy, completeness, and compliance with laws and regulations.
• Provide leadership, feedback, and coaching to team members.

Skills and Attributes for Success

• Ability to identify and address problem areas in tax projects.
• Experience presenting complex topics to clients.
• Skill in breaking down complex projects and developing client-centric solutions.
• Capability to manage multiple assignments, teams, and deadlines simultaneously.

Minimum Qualifications

• Bachelor’s degree in Accounting with significant tax or financial planning experience.
• CPA license, licensed Attorney, or Enrolled Agent.
• At least 8 years of professional experience in services or tax organizations.
• Thorough knowledge of estate and wealth planning.
• Experience with federal and state personal and trust income tax.
• Excellent collaboration, negotiation skills, and confidence to challenge senior colleagues.
• Understanding of automated tax processing systems and relevant laws.

Preferred Qualifications

• Proven track record in high-net-worth tax planning.
• Experience in a professional services environment.
• Experience coaching and mentoring junior colleagues.
• Strong analytical skills and attention to detail.
• Adaptability in work style to internal and client teams.

What We Offer

• Competitive compensation and benefits, with salary ranges based on location and experience.
• Flexible work arrangements, including hybrid models.
• Generous paid time off, including holidays and personal leave.

Ready to shape your future with confidence? Apply today. EY welcomes applications on an ongoing basis. For California residents, additional information is available here.

EY upholds high ethical standards and integrity. We are committed to diversity and equal opportunity employment, providing reasonable accommodations for qualified 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