EY
Tax Services Senior Manager - FSO - Private Tax Services, EDGE
EY, Boston, Massachusetts, us, 02298
Tax Services Senior Manager – FSO – Private Tax Services, EDGE
– EY
Location: Anywhere in Country
Opportunity 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.
Tax – Business Tax Services Private Tax EDGE – Financial Services Organization – Senior Manager.
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, 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! EY’s FSO EDGE Private practice provides comprehensive and specialized tax assistance tailored to the unique needs of the high‑net worth tax industry. The team has a dedicated focus toward serving privately held companies and their owners and families. You’ll be part of a growing global team, acting as a key point of contact for a wide range of clients and colleagues.
Your Key Responsibilities
Deliver and manage compliance and consulting delivery services to meet deadlines for client deliverables.
Lead projects and work independently, with guidance only in 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.
What We Look For We’re interested in tax professionals with a genuine interest in providing outstanding services to some of the world’s most influential people. Working with people from all backgrounds, from executives and entrepreneurs to investors and families, you’ll use your experience and status as a trusted advisor to maintain and further our reputation for excellence.
Skills & Attributes for Success To qualify for the role, you must have
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.
Ideally, you will have
Excellent teaming, leadership, organizational, and verbal/written communication skills.
What We Offer
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 $127,900 to $291,900. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $153,400 to $331,700. 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.
Join us in our team‑led and leader‑enabled hybrid model. Our expectation is for most people in external, client‑serving roles to work together in person 40‑60% of the time over the course of an engagement, project or year.
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.
Are you ready to shape your future with confidence? Apply today.
EY accepts applications for this position on an ongoing basis.
Seniority level Mid‑Senior level
Employment type Full‑time
Job function Accounting/Auditing and Finance
Industries Professional Services
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1‑800‑EY‑HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com.
#J-18808-Ljbffr
– EY
Location: Anywhere in Country
Opportunity 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.
Tax – Business Tax Services Private Tax EDGE – Financial Services Organization – Senior Manager.
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, 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! EY’s FSO EDGE Private practice provides comprehensive and specialized tax assistance tailored to the unique needs of the high‑net worth tax industry. The team has a dedicated focus toward serving privately held companies and their owners and families. You’ll be part of a growing global team, acting as a key point of contact for a wide range of clients and colleagues.
Your Key Responsibilities
Deliver and manage compliance and consulting delivery services to meet deadlines for client deliverables.
Lead projects and work independently, with guidance only in 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.
What We Look For We’re interested in tax professionals with a genuine interest in providing outstanding services to some of the world’s most influential people. Working with people from all backgrounds, from executives and entrepreneurs to investors and families, you’ll use your experience and status as a trusted advisor to maintain and further our reputation for excellence.
Skills & Attributes for Success To qualify for the role, you must have
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.
Ideally, you will have
Excellent teaming, leadership, organizational, and verbal/written communication skills.
What We Offer
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 $127,900 to $291,900. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $153,400 to $331,700. 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.
Join us in our team‑led and leader‑enabled hybrid model. Our expectation is for most people in external, client‑serving roles to work together in person 40‑60% of the time over the course of an engagement, project or year.
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.
Are you ready to shape your future with confidence? Apply today.
EY accepts applications for this position on an ongoing basis.
Seniority level Mid‑Senior level
Employment type Full‑time
Job function Accounting/Auditing and Finance
Industries Professional Services
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1‑800‑EY‑HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com.
#J-18808-Ljbffr