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

EY; New York (NY); Hybrid; USD 151,000 - 329,000; Full time

Job summary

Join a leading global professional services firm as a Senior Services Manager in the Financial Services Organization. You will deliver specialized tax assistance to high-net-worth clients, manage compliance and consulting services, and develop a collaborative team environment. This role offers opportunities for professional growth and leadership development while working with diverse, high-growth private companies.

Benefits

Comprehensive compensation and benefits package

Flexible vacation policy

Medical and dental coverage

Pension and 401(k) plans

Qualifications

• Minimum of 8 years of work experience in professional services.
• Thorough understanding of estate and wealth planning.

Responsibilities

• Deliver and manage tax compliance and consulting work for clients.
• Consult with clients and manage expectations about complex tax matters.

Skills

Collaboration

Negotiation

Analytical Skills

Problem Solving

Education

Bachelor's Degree in Accounting

CPA License

Job description

Location: Anywhere in Country

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

We support your success within a globally connected team of diverse professionals, helping you advance your career. Join EY to contribute to building a better working world.

EY is a leader in serving the global financial services marketplace and uniquely dedicated to this industry through our Financial Services Organization (FSO). Our focused approach and bold ambitions position us at the forefront of industry changes, working with clients from established institutions to innovative newcomers across Banking, Capital Markets, Wealth and Asset Management, Insurance, Real Estate, Hospitality, and Construction. Our purpose is to foster a trustworthy, flourishing 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 technical services to both US and international clients. "EDGE" stands for Exceptional Delivery and Growth Engine, reflecting our commitment to deep process expertise 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, including family-owned and private equity-backed firms. These clients are typically high-growth private entities, ranging from startups to multi-billion-dollar enterprises, especially as many opt to remain private. You will work on technically demanding tax planning and compliance projects, impacting a diverse portfolio of interesting work. As part of a growing global team, you will serve as a key contact for clients and colleagues, engaging in cross-border and cross-functional collaboration. EY supports your growth by providing resources to develop your technical tax expertise, leadership, and business acumen. You will work alongside experienced professionals with specialized knowledge in high-net-worth taxation.

Your key responsibilities

A Senior Services Manager in FSO EDGE Private will oversee tax compliance and consulting projects, managing responsibilities such as technical planning and advising high-net-worth clients, including private entities (C-Corp, S-Corp, Partnerships) and high-profile individuals. You will build trust with clients and colleagues across teams, coaching and developing a highly skilled team while maintaining a focus on quality and value.

Responsibilities include:

• Consult with clients, escalating complex issues appropriately, managing expectations, and coordinating efforts with senior management and subject-matter experts.
• Deliver and oversee compliance and consulting services, ensuring deadlines are met.
• Apply specialized expertise with high-net-worth clients.
• Communicate with client tax teams and trust officers to gather and share information for accurate tax reporting.
• Support long-term client relationships and manage workflow effectively.
• Manage engagement deliverables, team resources, and engagement economics.

• Provide guidance on complex tax issues, set expectations, and delegate tasks.
• Review work to ensure accuracy and compliance.

• Lead, coach, and mentor team members.

Skills and attributes for success

• Identify and address problem areas to ensure timely, accurate tax work.
• Experience presenting complex topics to clients.
• Break down complex projects into manageable parts and develop client-centric solutions.
• Manage multiple projects, teams, and deadlines effectively.

To qualify for the role you must have

• Bachelor's degree in Accounting with significant tax or financial planning experience.
• CPA license, licensed Attorney, or Enrolled Agent.
• At least 8 years of experience in professional services or tax organizations.
• Deep understanding of estate and wealth planning.
• Experience with federal and state personal and trust income tax.

Ideally, you’ll also have

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

What we look for

We seek tax professionals passionate about delivering excellent service to influential clients, using your experience and trusted advisor status to uphold our reputation for excellence.

What we offer you:

• A comprehensive compensation and benefits package, with salary ranges based on location and experience, including medical, dental, pension, 401(k), and paid time off.
• A hybrid work model, with most client-facing roles working in person 40-60% of the time.
• Flexible vacation policies and time off for holidays and personal needs.

Ready to shape your future? Apply today. EY accepts applications on an ongoing basis. For California residents, click here for more info.

EY upholds high ethical standards and integrity, expecting all candidates to demonstrate these qualities.

EY | Building a better working world

We create value for clients, people, society, and the planet, fostering trust in capital markets. Using data, AI, and advanced technology, EY helps clients shape the future confidently and address pressing issues of today and tomorrow.

Our services span assurance, consulting, tax, strategy, and transactions, supported by a global network across more than 150 countries.

We are committed to equal employment opportunities and providing reasonable accommodations for qualified individuals with disabilities, including veterans. For assistance, contact 1-800-EY-HELP3 or email [e-mail].