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

EY; St. Louis (MO); Hybrid; USD 126,000 - 289,000; Full time

Job summary

Join EY as a Tax Services Senior Manager in the FSO EDGE practice, providing specialized tax support to high-net-worth individuals and private companies. You will manage complex tax planning and compliance projects, ensuring timely delivery and developing long-term client relationships. This role offers competitive compensation and a flexible work environment, supporting your career growth.

Benefits

Health coverage

Retirement plans

Paid time off

Flexible vacation policies

Qualifications

• At least 8 years of professional tax or related experience.
• Deep understanding of estate and wealth planning.
• Experience with federal and state personal and trust income taxes.

Responsibilities

• Consult with clients on complex tax matters and manage relationships.
• Deliver compliance and consulting services ensuring timely project delivery.
• Advise on complex tax issues and manage engagement deliverables.

Skills

Problem recognition

Client-facing discussions

Multitasking

Deadline management

Education

Bachelor's degree in Accounting

CPA, Attorney, or Enrolled Agent license

Tools

Automated tax systems

Job description

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

Location: Anywhere in Country

At EY, we’re committed to shaping your future with confidence. We support your success in a globally connected team and help advance your career. Join EY and contribute to building a better working world.

EY leads in serving the global financial services market and uniquely has a dedicated business unit for this sector – the Financial Services Organization (FSO). Our focused approach and bold ambitions place us at the forefront of industry changes, working with a diverse range of clients from established institutions to innovative new entrants across various sectors including Banking, Wealth and Asset Management, Insurance, Real Estate, Hospitality, and Construction. Our purpose is to foster a trustworthy, thriving financial industry that supports a healthy, growing, and secure global economy. If you are passionate about solving complex challenges, consider joining our dynamic FSO team.

Our EY EDGE practice within FSO comprises professionals providing specialized tax services to both US and international 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 support to high-net-worth individuals and private companies, including family-owned businesses and private equity-backed firms. These clients are typically high-growth private entities, ranging from startups to multi-billion-dollar enterprises. You will work on technically demanding tax planning and compliance projects, impacting a global team and engaging in cross-border and cross-functional collaborations.

Your Key Responsibilities

• Consult with clients, managing complex tax and relationship matters, escalating issues appropriately, and coordinating efforts with senior management and specialists.
• Deliver and oversee compliance and consulting services, ensuring timely delivery of client projects.
• Develop expertise in high-net-worth client taxation.
• 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 and team resources to ensure quality and profitability.
• Advise on complex tax issues, set expectations, and assign tasks to team members.
• Review work for accuracy and compliance.
• Provide leadership, feedback, and coaching to team members.

Skills and Attributes for Success

• Problem recognition and escalation skills for timely and accurate tax work.
• Experience in client-facing discussions on complex topics.
• Ability to decompose complex projects and develop client-centric solutions.
• Strong multitasking and deadline management skills.

Minimum Qualifications

• Bachelor's degree in Accounting with significant tax or financial planning experience.
• CPA, Attorney, or Enrolled Agent license.
• At least 8 years of professional tax or related experience.
• Deep understanding of estate and wealth planning.
• Experience with federal and state personal and trust income taxes.
• Excellent collaboration, negotiation, and communication skills.
• Knowledge of automated tax systems and 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 Offer

We provide competitive compensation, benefits, and a flexible, inclusive work environment. Salaries range from $126,600 to $289,000 nationally, with adjustments based on location, experience, and skills. Our benefits include health coverage, retirement plans, paid time off, and more. We support a hybrid work model and flexible vacation policies to promote well-being.

Are you ready to shape your future with confidence? Apply today. EY considers applications on an ongoing basis.

For California residents, additional information is available here.

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

Additional Information

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Business Development and Sales
• Industry: Professional Services