EY Tax Services Senior Manager - FSO Private Client EDGE 

United States, New York, New York 

60290591

Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy,

Your key responsibilities

Responsibilities include

• 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
• Incumbent has specialized depth and/or breadth of expertise with hign-net worth clients
• 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

Skills and attributes for success

• Ability to recognize and identify problem areas that need to be addressed or escalated to ensure tax returns, tax research, tax accounting and other tax projects are timely and accurately completed
• Experience presenting in client conversations regarding complex or difficult topics
• Ability to break down complex tax projects into manageable components, analyze relevant information, and formulate client-centric solutions that comply with relevant laws and regulations
• Ability to manage multiple work assignments, team members and deadlines simultaneously

To qualify for the role you must have

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

• CPA license, licensed Attorney or Enrolled Agent 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

Ideally you’ll also have

• 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

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.