Tax Services Senior Manager - FSO - Private Tax, EDGE jobs in United States
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EY · 2 hours ago

Tax Services Senior Manager - FSO - Private Tax, EDGE

EY is a leader in serving the global financial services marketplace, and they are seeking a Senior Manager for their Tax Services in the Financial Services Organization. The role involves managing tax compliance and consulting services for clients, focusing on high-net worth individuals and privately held companies, while providing leadership and guidance to team members.

AccountingAdviceBusiness IntelligenceConsultingFinancial ServicesProfessional Services
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

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
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

Certified Public Accountant (CPA)Tax complianceTax consultingFinancial services experienceFederal income taxationStateLocal taxTaxAccounting technologiesTeaming skillsLeadership skillsOrganizational skillsCommunication skills

Required

Bachelor's degree in Accounting, Finance, Business Administration, Tax, Law, or Economics
Certified Public Accountant (CPA), Enrolled Agent (EA) or licensed attorney
Minimum of 8 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

Preferred

Excellent teaming, leadership, organizational, and verbal/written communication skills

Benefits

Medical and dental coverage
Pension and 401(k) plans
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 is building a better working world by creating new value for clients, people, society, the planet, while building trust in the capital markets.

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)

Funding

Current Stage
Late Stage

Leadership Team

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Jonathan Williamson
Chief Operating Officer
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Abhishek Sen
Partner
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Company data provided by crunchbase