Financial Services
Qualifications
Experience Level: Senior Level
- Bachelor's degree in Accounting, Finance, Business Administration, Tax, Law, or Economics
- Minimum of 5 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
- Excellent teaming, leadership, organizational, and verbal/written communication skills
- Certified Public Accountant (CPA), Enrolled Agent (EA) or licensed attorney
Full Job Description
Join EY, a global leader in serving the financial services marketplace. We are seeking a dedicated Tax Manager to join our Wealth and Asset Management practice. In this role, you will be instrumental in delivering and managing tax compliance and consulting services for our clients, ensuring the timely and accurate completion of all tax-related projects. You will have the opportunity to consult with clients, exercise professional discretion, and manage complex tax matters. This position requires the ability to lead projects, work independently, and coordinate efforts with senior management and subject-matter professionals. Effective client relationship management, workflow optimization, and team leadership are key to success. You will also be responsible for advising on complex tax matters, reviewing staff work for accuracy and compliance, and providing mentorship and feedback to team members.
Responsibilities
- Consult with clients and demonstrate professional discretion by appropriately escalating complex tax and client relationship matters to senior management and subject-matter professionals, coordinating efforts, and managing expectations about timing of response and resolution
- Deliver and manage compliance and consulting delivery services to meet deadlines for client deliverables
- Ability to lead projects and work independently, with guidance in only the most complex situations
- Incumbent has specialized depth and/or breadth of expertise
- 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
Qualifications
- Bachelor's degree in Accounting, Finance, Business Administration, Tax, Law, or Economics
- Minimum of 5 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
- Excellent teaming, leadership, organizational, and verbal/written communication skills
- Certified Public Accountant (CPA), Enrolled Agent (EA) or licensed attorney
Benefits
- Medical and dental coverage
- Pension and 401(k) plans
- A wide range of paid time off options
- Flexible vacation policy
- Designated EY Paid Holidays
- Winter/Summer breaks
- Personal/Family Care
- Other leaves of absence when needed to support your physical, financial, and emotional well-being
Company
EY
EY is dedicated to fostering a better working world. We create new value for our clients, people, society, and the planet, building essential trust in capital markets. Discover a career where you can ...