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EY · 2 weeks ago

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

San Diego, CA

Full-time

Hybrid

Mid, Senior Level

$104K/yr - $190K/yr

5+ years exp

EY 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 delivering and managing tax compliance and consulting work for clients, ensuring timely and accurate completion of tax returns and projects while fostering effective client relationships.

AccountingAdviceBusiness IntelligenceConsultingFinancial ServicesProfessional Services

Growth Opportunities

H1B Sponsor Likely

Responsibilities

Consult with clients and demonstrate professional discretion by appropriately escalating complex tax and client relationship matters to senior management and subject-matter professionals, coordinating efforts, and managing expectations about timing of response and resolution

Deliver and manage compliance and consulting delivery services to meet deadlines for client deliverables

Ability to lead projects and work independently, with guidance in only the most complex situations

Incumbent has specialized depth and/or breadth of expertise

Manage communications with client tax liaisons, client trust administration teams and client trust officers to gather required information, to share information to support informed decision-making, and obtain instruction or authorization necessary for timely, accurate production of tax information statements, tax returns and related reporting

Support effective long-term relationships and manage workflow effectively with our clients

Manage engagement deliverables and team resources to achieve timely and accurate delivery of tax compliance services while effectively managing engagement economics

Advise and provide direction on complex tax matters, set expectations, coordinate daily work activities, and assign tasks to staff and seniors

Review and evaluate the work of staff members to ensure accuracy, completeness, and compliance with relevant tax laws and regulations

Provide effective leadership, formal and informal feedback, and coaching to team members

Qualification

Tax complianceTax consultingFederal income taxationStateLocal taxTax accounting technologiesCertified Public Accountant (CPA)Leadership skillsCommunication skillsOrganizational skills

Required

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

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

Certified Public Accountant (CPA), Enrolled Agent (EA) or licensed attorney

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 when needed to support your physical, financial, and emotional well-being

Company

EY

Glassdoor3.8

EY is building a better working world by creating new value for clients, people, society, the planet, while building trust in the capital markets.

Founded in 1989

London, England, GBR

10001+ employees

http://www.ey.com

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)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (10242)

2024 (9877)

2023 (10966)

2022 (9394)

2021 (5652)

2020 (8849)