Tax Services Senior Manager - Private Clients & Cross-Border

EY; Madison (WI); Hybrid; USD 128,000 - 292,000; Full time

Benefits offered by this job

Medical and dental coverage

401(k) with pension

Hybrid work model

Job summary

EY is seeking a Senior Services Manager in FSO EDGE Private to lead and manage tax compliance and consulting work for high-net-worth clients. The role covers private entities and individuals, with supervision of staff, project leadership, and coordination of client communications across complex tax matters.

With a strong background in federal and state taxation and CPA/EA or law credentials, you will grow our advisory capabilities while fostering long-term client relationships in a hybrid EY

Qualifications

• Bachelor’s degree in Accounting, Finance, Business Administration, Tax, Law, or Economics.
• CPA / EA or licensed attorney.
• 8+ years of experience in a professional services or tax services organization in the financial services industry.
• Broad exposure to federal income taxation and exposure to state and local tax.
• Proficient in the use of various tax and accounting technologies.

Responsibilities

• Deliver and manage tax compliance and consulting delivery services to meet deadlines for client deliverables.
• Lead projects and work independently, with guidance in only the most complex situations.
• Manage communications with client tax liaisons, client trust administration teams and client trust officers to gather required information, to share information to support informed decision-making, and obtain instruction or authorization necessary for timely, accurate production of tax information statements, tax returns and related reporting.
• Support effective long-term relationships and manage workflow effectively with our clients.
• Manage engagement deliverables and team resources to achieve timely and accurate delivery of tax compliance services while effectively managing engagement economics.
• Advise and provide direction on complex tax matters, set expectations, coordinate daily work activities, and assign tasks to staff and seniors.
• Review and evaluate the work of staff members to ensure accuracy, completeness, and compliance with relevant tax laws and regulations.
• Provide effective leadership, formal and informal feedback, and coaching to team members.

Skills

Teamwork

Leadership

Verbal/written communication

Education

Bachelor’s degree in Accounting, Finance, Business Administration, Tax, Law, or Economics

CPA / EA or licensed attorney

Job description

EY is seeking a Senior Services Manager in FSO EDGE Private to lead and manage tax compliance and consulting work for high-net-worth clients. The role covers private entities and individuals, with supervision of staff, project leadership, and coordination of client communications across complex tax matters.

With a strong background in federal and state taxation and CPA/EA or law credentials, you will grow our advisory capabilities while fostering long-term client relationships in a hybrid EY