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

$103,600 - $189,700/Yr

Ernst & Young - Charleston, WV

Full-time - Mid Level

Charleston, WV

Professional, Scientific, and Technical Services

About the position

At EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture, and technology to become the best version of you. This position is part of the Financial Services Organization (FSO), which is dedicated to serving the global financial services marketplace. EY is a leader in this field, working closely with a range of clients from established institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, and Insurance. The FSO EDGE Wealth and Asset Management (WAM) practice provides specialized tax assistance tailored to the unique needs of the asset management industry. As a Services Manager in this practice, you will be responsible for delivering and managing tax compliance and consulting work for clients, ensuring that tax returns, tax research, tax accounting, and tax projects are completed accurately and on time. You will work alongside knowledgeable professionals who specialize in hedge fund, private equity fund, and mutual fund taxation. Your role will involve consulting with clients, managing communications with client tax liaisons, and supporting effective long-term relationships. You will also be responsible for advising on complex tax matters, managing engagement deliverables, and providing leadership and coaching to team members. This position requires a proactive approach to identifying and addressing problem areas, as well as the ability to manage multiple work assignments and deadlines simultaneously. The ideal candidate will have a strong background in tax services, particularly within the financial services industry, and will be committed to maintaining high ethical standards and integrity in all interactions.

Responsibilities

• Consult with clients and demonstrate professional discretion by appropriately escalating complex tax and client relationship matters to senior management and subject-matter professionals.
• Deliver and manage compliance and consulting delivery services to meet deadlines for client deliverables.
• Lead projects and work independently, with guidance in only the most complex situations.
• Manage communications with client tax liaisons, client trust administration teams, and client trust officers to gather required information and share information to support informed decision-making.
• Support effective long-term relationships and manage workflow effectively with 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.

Requirements

• Bachelor's 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.

Nice-to-haves

• 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.

Benefits

• Comprehensive compensation and benefits package based on performance.
• Medical and dental coverage.
• Pension and 401(k) plans.
• Wide range of paid time off options including flexible vacation policy, designated EY Paid Holidays, Winter/Summer breaks, and Personal/Family Care.