About The Position
Ernst & Young U.S. LLP is hiring a Manager in its Tax Advisor, Financial Services Office, Business Tax Services–Private Tax (EDGE) practice in Tampa, Florida. The role provides clients with specialized tax compliance guidance and technical planning tailored to the high-net-worth tax industry. It supports delivery and management of tax compliance and consulting services, helping ensure client deliverables are completed on time. The Manager communicates with client tax liaisons, trust administration teams, and trust officers to gather information, share relevant details, and obtain instructions or authorization needed to produce accurate tax information statements, returns, and related reports. The Manager reviews staff work for accuracy, completeness, and compliance with tax laws and regulations; manages and motivates teams with varied skills and backgrounds; monitors progress to deliver quality client service; and applies in-depth technical and professional knowledge. The position also involves maintaining long-term client relationships and networks and developing business opportunities. This is a full-time position, Monday through Friday, for 40–45 hours per week, with stated hours of 8:30 a.m. to 5:30 p.m. Domestic travel of up to 5% is required to serve client needs. EY describes its work arrangement as a team-led, leader-enabled hybrid model, with most people in external, client-serving roles expected to work together in person 40–60% of the time over an engagement, project, or year.
Requirements
- Bachelor’s degree in Accounting, Finance, Business Administration, Tax, Law, Economics, or a related field, plus 5 years of progressive post-baccalaureate related work experience; alternatively, a master’s degree in one of these fields or a related field plus 4 years of related work experience.
- At least 4 years of experience in a professional services firm, a mid-sized/regional to large-sized/national public accounting firm, or a tax services organization in the financial services industry.
- At least 4 years of experience with federal income taxation and state and local tax.
- At least 4 years of experience providing tax planning guidance to private entities, including C-Corps, S-Corps, and partnerships, and to high-profile individuals or families.
- At least 4 years of experience conducting tax law research.
- At least 2 years of experience supervising teams of at least two people on multiple projects and directing team members on complex tax matters.
- At least 1 year of experience managing tax compliance engagements, including budgeting and billing, serving as a primary client contact, and escalating issues to tax partners or executives as needed.
- Must hold a US CPA, US state bar membership, or Enrolled Agent certification.
- Must be a United States worker as defined by U.S. Department of Labor regulations at 20 CFR 656.3.
- Employer will accept any suitable combination of education, training, or experience.
Responsibilities
- Provide specialized tax compliance guidance and technical planning tailored to the high-net-worth tax industry.
- Assist with delivery and management of tax compliance and consulting services to meet client deliverable deadlines.
- Communicate with client tax liaisons, trust administration teams, and trust officers to gather information and support informed decision-making.
- Obtain instructions or authorization needed to produce tax information statements, tax returns, and related reporting accurately and on time.
- Review and evaluate staff work for accuracy, completeness, and compliance with applicable tax laws and regulations.
- Manage and motivate teams with diverse skills and backgrounds.
- Monitor progress to consistently deliver quality client services.
- Demonstrate in-depth technical capabilities and professional knowledge.
- Maintain long-term client relationships and networks.
- Cultivate business development opportunities.
- Manage tax compliance engagements, including engagement budgeting and billing, serving as a primary client contact, and escalating issues to tax partners or executives as needed.
- Supervise teams of at least two people across multiple projects and provide direction on complex tax matters.
Benefits
- Medical and dental coverage.
- Pension and 401(k) plans.
- Paid time off options, including time under a flexible vacation policy.
- EY Paid Holidays.
- Winter and Summer breaks.
- Personal and Family Care time off.
- Other leaves of absence to support physical, financial, and emotional well-being.
- Continuous learning and development.
- Tools and flexibility to make an impact.
- Leadership insights, coaching, and support.
- A diverse and inclusive culture.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
