US Seasonal Tax-Financial Services Organization- Private Tax-Senior Manager

US Seasonal Tax-Financial Services Organization - Private Tax Senior Manager

Location:

Anywhere in Country

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. EY is a leader in 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 events that continue to reshape and redefine our industry, working side by side with a range of clients from venerable institutions to dynamic new entrants across Banking, Capital Markets, Wealth and Asset Management, and Insurance. Our purpose is to help build a financial services industry in which 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, join our dynamic FSO team!

PCS is a growing practice within the organization and will reflect your career growth. With a diverse portfolio of interesting and challenging work, you’ll make an impact on some of the most technically demanding tax planning and compliance projects. You’ll be part of a growing global team, acting as a key point of contact for a wide range of clients and colleagues.

This is an opportunity for cross‑border and cross‑functional teaming. In return, you can expect plenty of support designed with your own personal skills and experience.

• Review complex individual tax returns, providing income tax planning and advising for high net worth individuals and families, developing into a trusted advisor role.
• Collaborate with specialists in International tax, state and local tax, and asset management to deliver comprehensive solutions.
• Manage, coach, and develop a team of tax professionals, reviewing work and ensuring they have the knowledge, tools, and opportunities to excel.

• Perform high quality reviews of complex tax returns.
• Extensive knowledge and experience handling hedge fund and private equity K-1s.
• Research tax issues to develop effective tax planning strategies and translate complex data into client‑ready insights and deliverables.
• Build effective long‑term relationships with clients, understanding their unique needs to provide tailored service.
• Maintain reputation in your field by constantly updating and sharing technical and best practice knowledge.
• Identify and react to risks and opportunities to improve services and processes.

• Bachelor's degree in Accounting with significant tax or financial planning experience.
• CPA license or licensed Attorney required.
• Minimum of 8 years of work experience in professional services or a professional tax organization.
• Thorough understanding of estate and wealth planning.
• Experience with federal and state personal and trust income tax.
• Excellent collaboration and negotiation skills, and confidence to challenge senior colleagues and stakeholders from diverse backgrounds.
• Understanding of automated tax processing systems and relevant laws within your area of technical professionalism.

• Proven record in high net‑worth tax planning.
• Proven record in a professional services environment.
• Experience coaching and mentoring junior colleagues.
• Strong analytical skills and attention to detail.
• Ability to adapt work style to work with both internal and client team members.

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, you’ll use your experience and status as a trusted advisor to maintain and further our reputation for excellence.

At EY, we’ll develop you with future‑focused skills and equip you with world‑class experiences. We’ll empower you in a flexible environment and fuel your extraordinary talents in a…