FY27 - Financial Services - Private Client Services - Tax Services Manager EDGE

EY•Hartford, DC

9d•$103,100 - $214,900•Hybrid

About The Position

EY's FSO EDGE Private practice provides comprehensive and specialized tax assistance tailored to the unique needs of the high-net worth tax industry. The team has a dedicated focus toward serving privately held companies and their owners and their families. These clients span from family-owned businesses to private equity owned companies. One thing they all have in common is they are high growth private companies. As many companies choose to no longer go public, this is an ever increasing and exciting group of companies from start-up companies all the way to multi-billion-dollar global private enterprises. With a diverse portfolio of interesting and challenging work, you'll make an impact on some of the most technically demanding tax planning and compliance projects around. You'll be part of a growing global team, acting as a key point of contact for a wide range of clients and colleagues. This is an opportunity for cross-border and cross-functional teaming. In return, you can expect plenty of support designed with your own personal skills and experience. EY is a dynamic place to develop not only your technical tax knowledge, but also your professional leadership and business acumen. In this role, you will work alongside our professionals who are knowledgeable and experienced with varied and specialized facets of high-net worth taxation.

Requirements

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

Nice To Haves

Ability to recognize and identify problem areas that need to be addressed or escalated to ensure tax returns, tax research, tax accounting and other tax projects are timely and accurately completed
Experience presenting in client conversations regarding complex or difficult topics
Ability to break down complex tax projects into manageable components, analyze relevant information, and formulate client-centric solutions that comply with relevant laws and regulations
Ability to manage multiple work assignments, team members and deadlines simultaneously

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
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