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

Ernst & Young Advisory Services Sdn Bhd; New York (NY); Hybrid; USD 126,000 - 289,000; Full time

Job summary

A leading company in the financial services sector seeks a Senior Services Manager for their FSO EDGE Private practice. The role involves managing tax compliance and consulting for high-net-worth clients, providing leadership, and fostering client relationships. Successful candidates will have extensive experience in tax planning, compliance, and a strong educational background in accounting.

Benefits

Health coverage

Retirement plans

Flexible vacation policy

Paid time off

Qualifications

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

Responsibilities

• Lead tax compliance and consulting projects.
• Consult with clients and manage expectations.
• Oversee engagement deliverables and team resources.

Skills

Client-facing discussions

Problem-solving

Analytical skills

Education

Bachelor's degree in Accounting

CPA license

Job description

Press Tab to Move to Skip to Content Link

Location: New York

Other locations: Anywhere in Country

Date: May 15, 2025

Requisition ID: 1608232

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 to advance your career. Join EY and contribute to building a better working world.

EY is a leader in serving the global financial services industry and has a dedicated Business Unit, the Financial Services Organization (FSO). Our focused approach and bold ambitions place 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 trustworthy, thriving financial services industry that supports a healthy, growing, and secure global economy. If you’re passionate about solving complex challenges, consider joining our dynamic FSO team.

Our Financial Services EY EDGE practice comprises professionals providing specialized tax services to US and global clients. EDGE stands for Exceptional Delivery and Growth Engine, reflecting our technical expertise and focus on process and service excellence that distinguish EY in the marketplace.

The Opportunity

EY's FSO EDGE Private practice offers tailored, comprehensive tax assistance to high-net-worth individuals and private companies. Our clients range from family-owned businesses to private equity-backed firms, all characterized by high growth. As companies increasingly choose to remain private, this presents exciting opportunities across start-ups to multi-billion-dollar enterprises. You will engage in challenging tax planning and compliance projects, collaborating with a global team, and acting as a key client contact. This role offers cross-border and cross-functional teamwork, with ample support to develop your skills and leadership in tax and business strategy. You will work alongside knowledgeable professionals with diverse expertise in high-net-worth taxation.

Your Key Responsibilities

A Senior Services Manager in FSO EDGE Private will lead tax compliance and consulting projects, managing responsibilities such as technical planning, advising private entities (C-Corp, S-Corp, Partnerships), and high-profile individuals/families. You will act as a trusted advisor, role model, and coach, fostering a collaborative environment focused on quality and value.

Responsibilities include

• Consult with clients, escalate complex issues appropriately, coordinate efforts, and manage expectations regarding response times and resolutions.
• Deliver and oversee compliance and consulting services to meet deadlines.
• Leverage specialized expertise with high-net-worth clients.
• Manage communication with client tax teams and trust officers to gather and share information, supporting informed decision-making and timely reporting.
• Maintain effective long-term client relationships and manage workflow efficiently.
• Oversee engagement deliverables and team resources to ensure accurate, timely tax compliance while managing engagement economics.
• Provide guidance on complex tax issues, set expectations, coordinate daily activities, and assign tasks.
• Review work for accuracy, completeness, and compliance with laws and regulations.
• Offer leadership, feedback, and coaching to team members.

Skills and Attributes for Success

• Ability to identify and address problem areas, escalate issues, and ensure timely, accurate completion of tax projects.
• Experience in client-facing discussions on complex topics.
• Skill in breaking down complex projects, analyzing information, and developing client-centric solutions.
• Capability to manage multiple tasks, 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 is required.
• At least 8 years of experience in professional services or tax organizations.
• Thorough understanding of estate and wealth planning.
• Experience with federal and state personal and trust income tax.
• Strong collaboration, negotiation skills, and confidence to challenge senior colleagues.
• Knowledge of automated tax processing systems and relevant laws.

Preferred Qualifications

• Proven record in high-net-worth tax planning.
• Experience coaching and mentoring junior colleagues.
• Strong analytical skills and attention to detail.
• Ability to adapt work style for internal and client teams.

What We Look For

Tax professionals with a genuine interest in serving influential clients, using their experience to maintain and enhance EY’s reputation for excellence across diverse backgrounds, from executives to families.

What We Offer

• Competitive compensation and benefits, with salaries ranging from $126,600 to $289,000 nationally, and higher in NYC, Washington State, and California. Salaries are determined by education, experience, skills, and location. Our benefits include health coverage, retirement plans, paid time off, and more.
• Flexible, hybrid work model, with most client-facing roles working in person 40-60% of the time.
• Flexible vacation policy, paid holidays, and leave options to support well-being.

Join us to shape your future with confidence. Apply today.

EY accepts applications on an ongoing basis. For California residents, click here for additional info.

We uphold high ethical standards and expect integrity from all candidates.

EY | Building a better working world

We create value for clients, society, and the planet, building trust in capital markets. Using data, AI, and technology, we help clients address pressing issues of today and tomorrow.

Our services span assurance, consulting, tax, strategy, and transactions, supported by a global network in over 150 countries.

EY is committed to equal opportunity employment and providing accommodations for individuals with disabilities or veterans. For assistance, contact our support team or email [e-mail].