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EY · 1 day ago

Tax Senior Manager - Financial Services Organization - Private Client Services

Jericho, NY

Full-time

Hybrid

Senior Level, Lead/Staff

$131K/yr - $299K/yr

8+ years exp

EY is a leader in serving the global financial services marketplace and is seeking a Tax Senior Manager in their Financial Services Organization. The role involves reviewing complex individual tax returns, advising high net worth individuals, and managing a team of tax professionals to deliver comprehensive solutions.

AccountingAdviceBusiness IntelligenceConsultingFinancial ServicesProfessional Services

Growth Opportunities

H1B Sponsor Likely

Responsibilities

You will be reviewing complex individual tax returns to income tax planning and advising of high net worth individuals and families, allowing you to develop into a trusted advisor role to client

You will work with specialists in our other areas including International tax, state and local tax and asset management to deliver comprehensive solutions to our clients

You will be managing, coaching and developing a team of tax professionals, reviewing work and helping to confirm they have the knowledge, tools and opportunities they need to excel

Performing high quality review of complex tax returns

Extensive knowledge and experience handling hedge fund and Private equity K-1s

Researching tax issues to develop effective tax planning strategies and translate complex data from a range of sources into client-ready insights and deliverables

Building effective long-term relationships with our clients, understanding their unique needs to provide a tailored service

Maintaining your reputation in your field by constantly updating and sharing your technical and finest practice knowledge

Identifying and reacting to risks and opportunities to improve our services and processes

Qualification

Tax return reviewHedge fund K-1sTax planning strategiesCPA licenseEstateWealth planningFederalState taxAutomated tax systemsCoachingAnalytical skillsMentoringCollaboration skills

Required

A bachelor's degree in Accounting, supported by significant tax or financial planning experience

CPA license or a licensed Attorney is required

Minimum of 8 years of work experience in professional services or professional tax organization

A thorough understanding of estate and wealth planning

Experience with federal and state personal and trust income tax

Excellent collaboration and negotiation skills, and the confidence to challenge senior colleagues and stakeholders from a diverse range of backgrounds

A thorough understanding of automated tax processing systems and laws within your area of technical professionalism

Preferred

A proven record in high net-worth tax planning

A proven record in a professional services environment

Experience in coaching and mentoring junior colleagues

Strong analytical skills and attention to detail

The ability to adapt your work style to work with both internal and client 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 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)