Tax Services Manager - Financial Services

Join EY and take your career to the next level! As a vital part of our diverse global team, you will have the opportunity to grow and thrive in a dynamic financial services sector. Our commitment to empowering your career journey makes us an ideal choice for ambitious professionals. At EY, our Financial Services Organization (FSO) is dedicated to building a reliable and robust financial services industry. By focusing exclusively on the financial sector, we partner with a wide range of clients, from prestigious institutions to innovative startups. If you are passionate about overcoming complex challenges, our FSO team is excited to welcome you. Become part of our Financial Services EY EDGE practice, where we offer specialized tax technical services to both U.S. and international clients. Our EDGE team, representing Exceptional Delivery and Growth Engine, is known for delivering outstanding service in a highly technical environment. The EY FSO EDGE Private practice specializes in providing customized tax assistance to the high-net-worth sector. We cater to privately held companies and their owners, delivering essential services to family-owned businesses and private equity firms. As the landscape of private enterprises evolves, you will work with a variety of engaging clients, from startups to multi-billion-dollar organizations. Your Role: As a Tax Services Manager, you will lead tax compliance and consulting projects for a diverse client base, including private entities and influential individuals. You will act as a trusted advisor, cultivating relationships and expanding your professional network. Key Responsibilities: Consult with clients to navigate complex tax and relationship issues while liaising with senior management as necessary. Deliver timely compliance and consulting services, consistently meeting deadlines. Independently manage projects, seeking guidance only for particularly complex scenarios. Oversee client communications, facilitate information sharing, and ensure the timely preparation of tax documents. Manage engagement deliverables and resources effectively to provide efficient tax compliance services. Offer expert direction on intricate tax matters and mentor junior staff members. Skills and Qualifications: Bachelor's degree in Accounting, Finance, Business Administration, Tax, Law, or Economics. A minimum of 5 years of experience in a tax services organization within the financial services sector. Comprehensive understanding of federal income taxation and familiarity with state/local tax regulations. Proficiency in tax and accounting technologies. Excellent leadership, organizational, and communication skills. Possession of CPA, EA, or legal license. What We Offer: A competitive compensation and benefits package, including performance-based incentives. A flexible work environment allowing for both in-office and remote work options. A generous vacation policy designed to enhance your personal well-being. Are you ready to elevate your career? Apply today and play a crucial role in shaping a better working world!

Created: 2026-03-04