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

EY; San Antonio (TX); Hybrid; USD 126,000 - 289,000; Full time

Job summary

Join a leading company as a Tax Services Senior Manager in the FSO sector, providing tailored tax assistance to high-net-worth individuals and private companies. This role involves managing complex tax projects and client relationships, ensuring compliance and offering strategic insights. Collaborate with a global team while enhancing your professional development in a dynamic environment.

Benefits

Health Coverage

Pension

401(k)

Paid Time Off

Flexible Work Model

Qualifications

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

Responsibilities

• Consult with clients on complex tax and relationship issues.
• Deliver and oversee tax compliance and consulting services.
• Manage engagement deliverables and team resources.

Skills

Client Management

Analytical Skills

Problem Solving

Communication

Education

Bachelor’s degree in Accounting

CPA

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 the Country

At EY, we’re committed to shaping your future with confidence. We support your success in a globally connected environment of diverse teams, helping you advance your career. Join EY to help build a better working world.

EY is a leader in serving the global financial services marketplace, with a dedicated business unit for the industry – the Financial Services Organization (FSO). Our focused model places us at the forefront of industry changes, working with a range of clients from traditional institutions to innovative entrants across Banking, Capital Markets, Wealth and Asset Management, Insurance, Real Estate, Hospitality, and Construction. Our purpose is to foster a trustworthy and thriving financial 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 EY EDGE practice specializes in providing technical tax services to US and international clients. EDGE stands for Exceptional Delivery and Growth Engine, emphasizing our expertise in process and service delivery that sets EY apart in the marketplace.

The Opportunity

Our FSO EDGE Private practice offers tailored tax assistance to high-net-worth individuals and private companies, including family-owned businesses and private equity-owned entities. These clients are typically high-growth private companies, from startups to multi-billion-dollar enterprises. 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, alongside support for your professional development in technical tax knowledge, leadership, and business acumen.

Your Key Responsibilities

• Consult with clients, managing complex tax and relationship issues, escalating matters appropriately, and coordinating efforts to meet client expectations.
• Deliver and oversee tax compliance and consulting services, ensuring deadlines are met.
• Apply specialized expertise in high-net-worth client taxation.
• Communicate with client tax teams and trust officers to gather and share information, supporting informed decision-making.
• Maintain long-term client relationships and manage workflow effectively.
• Manage engagement deliverables and team resources to ensure accurate, timely tax compliance and optimize engagement economics.
• Provide guidance on complex tax issues, set expectations, and delegate tasks to team members.
• Review work for accuracy and compliance.
• Coach and develop team members, providing feedback and leadership.

Skills and Attributes for Success

• Ability to identify and address problem areas to ensure accurate and timely tax work.
• Experience in client-facing discussions on complex topics.
• Skill in breaking down complex projects, analyzing information, and developing client-centric solutions.
• Capacity to manage multiple projects, deadlines, and team members simultaneously.

Minimum Qualifications

• Bachelor’s degree in Accounting with significant tax or financial planning experience.
• CPA, Licensed Attorney, or Enrolled Agent certification required.
• At least 8 years of experience in professional services or tax organizations.
• Deep understanding of estate and wealth planning, and federal and state trust income tax.
• Excellent collaboration, negotiation, and communication skills.
• Knowledge of automated tax processing systems and relevant laws.

Preferred Qualifications

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

What We Offer

• Competitive compensation, including a salary range of $126,600 to $289,000 in the US, and higher in select regions, based on experience and location. Our benefits include health coverage, pension, 401(k), and paid time off.
• A flexible, hybrid work model with most roles in client service working in person 40-60% of the time.
• Personalized vacation policy and support for your well-being.

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

EY upholds high ethical standards and expects all candidates to demonstrate integrity. We are committed to diversity and inclusion, providing reasonable accommodations for qualified individuals with disabilities.

Join EY and help build a better working world.