Financial Services - Wealth and Asset Management - Tax Manager - EDGE client aligned
About The Position
EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry – the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing, and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team! The Financial Services EY EDGE (Exceptional Delivery and Growth Engine) practice provides specialized tax technical services to U.S. and global clients, leveraging deep process and service delivery expertise that sets EY apart. Within this, the FSO EDGE Wealth and Asset Management (WAM) team offers tailored tax support for the asset management industry. As a services manager, you’ll collaborate with experienced professionals on hedge fund, private equity, and mutual fund taxation, including structuring, tax planning, and advisory services.
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
- Certified Public Accountant (CPA), Enrolled Agent (EA) or licensed attorney
- 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
Nice To Haves
- Ability to identify and escalate problem areas to ensure timely and accurate completion of tax projects
- Experience presenting complex topics in client conversations
- Ability to break down complex tax projects and formulate client-centric solutions
- Strong multitasking skills to manage multiple assignments and deadlines
- Tax professionals with a genuine interest in providing outstanding services to influential clients
- Trusted advisors who maintain and enhance EY’s reputation for excellence
- Individuals who thrive in diverse environments and bring strong interpersonal skills
Responsibilities
- Deliver and manage tax compliance and consulting work for clients
- Recognize and escalate problem areas to ensure timely and accurate completion of tax returns, research, accounting, and projects
- Consult with clients and escalate complex matters to senior management and subject-matter professionals
- Lead projects and work independently, with guidance in only the most complex situations
- Manage communications with client tax liaisons and trust teams to support informed decision-making
- Maintain effective long-term relationships and manage workflow with clients
- Manage engagement deliverables and team resources to meet deadlines and ensure accuracy
- Provide leadership, feedback, and coaching to team members
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
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What This Job Offers
Job Type
Full-time
Career Level
Manager
