Tax Manager - Financial Services - Wealth and Asset Management Client Delivery Services - EDGE

This position could be located in NY NJ CT MA NC FL IL TX CA.

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 and Insurance. 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!

Our Financial Services EY EDGE practice is made up of a team of professionals providing dedicated tax technical services to both US and global clients. EDGE stands for Exceptional Delivery and Growth Engine because this team operates in a technical environment with deep process and service delivery experience that distinguishes EY in the marketplace.

The opportunity

EYs FSO EDGE Wealth and Asset Management (WAM) practice provides comprehensive and specialized tax assistance tailored to the unique needs of the asset management industry. You will work alongside our practice office professionals who are knowledgeable and experienced with varied and specialized facets of hedge fund private equity fund and mutual fund taxation including fund and organizational structuring tax minimization planning oncall advice and tax compliance.

Your key responsibilities

A Services Manager in FSO EDGE WAM will be responsible for delivering and managing tax compliance and consulting work for clients. The objective is to recognize and identify problem areas and items that need to be addressed or escalated to ensure tax returns tax research tax accounting and tax projects are timely and accurately completed. You will work alongside practice office professional serving clients based on their time demands as one team.

Responsibilities include

• Consult with clients and demonstrate professional discretion by appropriately escalating complex tax and client relationship matters to senior management and subjectmatter 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 decisionmaking and obtain instruction or authorization necessary for timely accurate production of tax information statements tax returns and related reporting
• Support effective longterm 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 clientcentric 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

• Bachelors 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

What we look for

Were interested in tax professionals with a genuine interest in providing outstanding services to some of the worlds most influential people. Working with people from all backgrounds from executives and entrepreneurs to investors and families youll use your experience and status as a trusted advisor to maintain and further our reputation for excellence.

• Continuous learning: Youll develop the mindset and skills to navigate whatever comes next.
• Success as defined by you: Well provide the tools and flexibility so you can make a meaningful impact your way.
• Transformative leadership: Well give you the insights coaching and confidence to be the leader the world needs.
• Diverse and inclusive culture: Youll be embraced for who you are and empowered to use your voice to help others find theirs.