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

EY • Hoboken, NJ

3d • $132,700 - $303,200

About The Position

At EY, we’re all in to shape your future with confidence.

We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.

The opportunity
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 senior services manager, you will work alongside our practice office professionals who are knowledgeable and experienced with varied and specialized facets of hedge fund, private equity fund and mutual fund taxation, including fund and organizational structuring, tax minimization planning, on‑call advice, and tax compliance.

Requirements

• Ability to identify and research/resolve key tax technical issues across multiple functions and consult when necessary
• Experience organizing and leading client conversations regarding complex or difficult topics
• Ability to manage and mentor multiple team members delivering tax consulting and compliance projects
• Capable of identifying improvement opportunities and actively engaging in implementing improvements
• Bachelor’s degree in Accounting, Finance, Business Administration, Tax, Law, or Economics
• Minimum of 10 years of experience in a professional services or tax services organization in the financial services industry
• Proficiency in various tax and accounting technologies
• Excellent teaming, leadership, organizational, and verbal/written communication skills
• Certified Public Accountant (CPA), Enrolled Agent (EA), or licensed attorney

Responsibilities

• Maintain client relationships and create a positive and trusting environment
• Direct and lead all work activities relating to the preparation and delivery of multiple tax compliance engagements simultaneously
• Lead tax delivery processes and build alliances through teaming and/or act as a deep subject matter expert
• Manage and monitor the team's work, progress reporting, workload, quality, and utilization/overtime distribution across the team
• Troubleshoot and identify complex process problems, process data submissions, analyze and resolve complex issues
• Take responsibility for quality of tax work product and manage opportunity and engagement risk
• Leverage the usage of standard technologies and processes while driving efficiency and quality of deliverables
• Prepare and present periodic reports for leadership including project milestones, budget considerations, staffing needs, and executive summaries
• Provide effective leadership, formal and informal feedback, and coaching to staff
• Provide executive oversight to staff, seniors, and managers and ensure work is completed according to established timelines, quality standards, and compliance with relevant tax laws and regulations
• Provide clear instructions, set expectations, and delegate tasks effectively

Benefits

• We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business.
• The base salary range for this job in all geographic locations in the US is $132,700 to $303,200.
• The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $159,300 to $344,600.
• Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography.
• In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
• Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances.
• You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees