Financial Services - Wealth and Asset Management - Tax Manager - EDGE client aligned

EY Studio+ Nederland•Akron, NY

2d•Hybrid

About The Position

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

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
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

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