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

EY; Pittsburgh (Allegheny County); Remote; USD 126,000 - 289,000; Full time

Job summary

Join a leading global professional services firm as a Tax Services Senior Manager, specializing in high-net-worth clients. This role focuses on tax planning and compliance, requiring strong analytical and leadership skills. EY offers a competitive salary, comprehensive benefits, and a flexible work environment.

Benefits

Flexible vacation policies

Comprehensive benefits

Hybrid work model

Qualifications

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

Responsibilities

• Consult with clients and manage expectations.
• Deliver compliance and consulting services.
• Advise on complex tax issues.

Skills

Collaboration

Negotiation

Analytical Skills

Adaptability

Education

Bachelor's in Accounting

CPA

Attorney License

Enrolled Agent License

Job description

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

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Location : Anywhere in Country

At EY, we’re all in to shape your future with confidence.

We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.

EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry – the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from venerable institutions to dynamic new entrants across Banking, Wealth and Asset Management, Insurance, Real Estate, Hospitality, and Construction. Our purpose is to help build a financial services industry where institutions are trusted and flourish, contributing to a healthy, growing, and secure global economy. If you are passionate about solving complex challenges, join our dynamic FSO team.

Our Financial Services EY EDGE practice consists of professionals providing dedicated tax technical services to US and global clients. EDGE stands for Exceptional Delivery and Growth Engine, operating in a technical environment with deep process and service delivery experience that distinguishes EY.

The opportunity

EY's FSO EDGE Private practice offers specialized tax assistance tailored to high-net worth clients, focusing on privately held companies and their owners and families. These clients range from startups to multi-billion-dollar private enterprises, often no longer going public. This role involves engaging in technically demanding tax planning and compliance projects, acting as a key contact for clients and colleagues, and supporting your professional growth in tax knowledge, leadership, and business acumen.

Your key responsibilities

• Consult with clients, escalate complex matters appropriately, and manage expectations
• Deliver and oversee compliance and consulting services to meet deadlines
• Possess specialized expertise with high-net worth clients
• Coordinate with client tax teams to gather and share information for accurate tax reporting
• Maintain long-term client relationships and manage workflow effectively
• Lead engagement deliverables, manage team resources, and ensure quality and compliance
• Advise on complex tax issues, set expectations, and assign tasks
• Review work for accuracy and compliance
• Provide leadership, feedback, and coaching to team members

Skills and attributes for success

• Identify and address problem areas in tax projects
• Present complex topics confidently to clients
• Break down complex projects and develop client-centric solutions
• Manage multiple tasks and deadlines

Minimum qualifications

• Bachelor's in Accounting with significant tax or financial planning experience
• CPA, Attorney, or Enrolled Agent license
• 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
• Strong collaboration, negotiation skills, and confidence to challenge colleagues
• Knowledge of automated tax processing systems and relevant laws

Preferred qualifications

• Proven high-net-worth tax planning experience
• Experience coaching junior staff
• Strong analytical skills and attention to detail
• Adaptability in work style for internal and client teams

What we look for

Tax professionals committed to providing outstanding service to influential clients, using their experience and trusted advisor status to uphold EY’s reputation for excellence.

What We Offer You

We provide future-focused skills development, world-class experiences, a flexible environment, and a diverse, inclusive culture. Our compensation includes a competitive salary range ($126,600 to $289,000, with higher ranges in certain regions), comprehensive benefits, and a hybrid work model. We also offer flexible vacation policies and support for personal well-being.

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

EY values high ethical standards and integrity, expecting all candidates to demonstrate these qualities. We are committed to equal opportunity and providing accommodations for applicants with disabilities.

Seniority level: Mid-Senior level

Employment type: Full-time

Job function: Business Development and Sales

Industries: Professional Services

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