EY · 2 weeks ago
Financial Services - Wealth and Asset Management - Tax Manager
Detroit, MI
Full-time
Hybrid
Mid, Senior Level
$115K/yr - $211K/yr
5+ years expEY is a leader in serving the global financial services marketplace and is seeking a Tax Manager for their Wealth and Asset Management practice. The role involves managing and coordinating tax compliance and advisory work for clients, focusing on implementing tax strategies that align with their business objectives.
AccountingAdviceBusiness IntelligenceConsultingFinancial ServicesProfessional Services
Responsibilities
Managing and coordinating tax compliance and advisory work for clients
Working on key client issues in domestic federal, international and state and local taxation
Implementing tax strategies that align with the client's business objectives
Managing tax compliance accounts for hedge funds and or private equity funds
Reviewing extensive securities analysis, making appropriate tax adjustments, and providing sign-off for the production and delivery of K-1’s and partnership tax returns
Reviewing partnership agreements and private placement memorandums for tax implications of items such as book and tax allocations, stuffing provisions, management and incentive fees
Running the day to day activities on the accounts that are spread across various locations
Qualification
Required
A Bachelor's degree and a minimum of 5 years of related work experience; or an advanced degree in tax or law and a minimum of 4 years of related work experience
CPA license or a licensed Attorney is required or the ability to achieve either within a one year from hire date
A minimum of 5 years of relevant tax experience or equivalent experience in the financial services industry
Familiarity with the financial services industry gained through direct involvement with managed investment vehicles
Broad exposure to federal income taxation and exposure to state and local tax
Solid technical knowledge - you will have to review partnership book/tax allocations including aspect such as incentive fee re-allocation, side pocket, transfer partnership interest, fill up/down
The ability to teach or assist in firm in-house trainings
Ability to analyze trading reports for tax character and book tax differences, such as wash sales, constructive sales, straddles, and other securities issues
Build impactful relationships with new and existing clients and maintain relationship with firm leadership
Create a positive and trusting environment where team members know each other and feel a part of their team
Able to identify key tax technical issues and raise the appropriate questions before the work is sent for review to the partner or senior manager – and consult when necessary
Preferred
Excellent managerial, leadership, organizational, and verbal/written communication skills
Demonstrated skills in mentoring and training others
Benefits
Medical and dental coverage
Pension and 401(k) plans
Paid time off options
Flexible vacation policy
Designated EY Paid Holidays
Winter/Summer breaks
Personal/Family Care
Other leaves of absence when needed to support your physical, financial, and emotional well-being
Company
EY is building a better working world by creating new value for clients, people, society, the planet, while building trust in the capital markets.
10001+ employees
H1B Sponsorship
EY has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
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2025 (10242)
2024 (9877)
2023 (10966)
2022 (9394)
2021 (5652)
2020 (8849)
Funding
Current Stage
Late StageLeadership Team
Jonathan Williamson
Chief Operating Officer
Abhishek Sen
Partner
Recent News
2025-12-24
2025-12-15
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