Tax Services Manager - Financial Services Organization

At EY, we're dedicated to helping you shape your future with confidence. Join us and be part of a global powerhouse of diverse teams, where your career can thrive. As a leader in serving the financial services marketplace, EY is committed to helping build a trusted and flourishing financial services industry. The EY Financial Services Organization (FSO) is uniquely dedicated to the financial services sector, allowing us to work alongside a wide range of clients, from established institutions to innovative startups. If you’re passionate about addressing complex challenges in a dynamic environment, our FSO team is looking for you. Join our Financial Services EY EDGE practice, where we focus on providing specialized tax technical services to both U.S. and global clients. Our EDGE team, standing for Exceptional Delivery and Growth Engine, distinguishes itself through exceptional service delivery in a highly technical environment. The EY FSO EDGE Private practice offers specialized tax assistance tailored to the high-net-worth sector. We cater to privately held companies and their owners, providing invaluable service to family-owned businesses and private equity firms alike. As the landscape of private companies continues to grow, your role will involve engaging with diverse and exciting clients, from startups to multi-billion-dollar enterprises. Your Role: As a Tax Services Manager, you will lead and manage tax compliance and consulting projects for various clients, including private entities and high-profile individuals. You will serve as a trusted advisor, nurturing relationships and enhancing your professional network. Key Responsibilities: Consult with clients to manage complex tax and relationship matters while liaising with senior management when necessary. Deliver compliance and consulting services, ensuring deadlines are met. Lead projects and work independently, seeking guidance only in complex situations. Oversee client communications, facilitate information sharing, and coordinate timely production of tax documents. Manage engagement deliverables and team resources for efficient tax compliance services. Provide direction on complex tax issues and mentor junior staff members. Skills and Qualifications: Bachelor's degree in Accounting, Finance, Business Administration, Tax, Law, or Economics. Minimum of 5 years of experience in a tax services organization within the financial services industry. Comprehensive knowledge of federal income taxation and familiarity with state/local tax regulations. Skilled in tax and accounting technologies. Strong leadership, organizational, and communication skills. Possession of CPA, EA, or legal license. What We Offer: A rewarding compensation and benefits package with performance-based rewards. A flexible work environment combining in-office and remote work. A generous vacation policy to support personal well-being. Are you ready to take the next step in your career? Apply today and help us build a better working world!

Created: 2026-03-04