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, Insurance, and Real Estate, Hospitality and Construction. 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

EY's 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, on-call advice, and tax compliance.

Your key responsibilities

A Senior Services Manager in FSO EDGE WAM will serve as a functional leader managing tax compliance and consulting work for clients. The objective is to lead tax processes by directing and coordinating day-to-day interactions with the team, reviewing engagement work product, driving delivery of services to meet deadlines for client deliverables, developing internal team members, and managing the functional efforts of such tax processes. You will work alongside practice office professional serving clients, based on their time demands, as one team.

Responsibilities include

• Maintain client relationships and create a positive and trusting environment
• Direct and lead all work activities relating to the preparation and delivery of multiple tax compliance engagements simultaneously
• Lead tax delivery processes and build alliances through teaming, and/or act as a deep subject matter expert
• Manage and monitor team's work, progress reporting, workload, quality and utilization/overtime distribution across the team
• Troubleshoot and identify complex process problems, process data submissions, analyze and resolve complex issues
• Take responsibility for quality of tax work product, and manage opportunity and engagement risk for the same
• Leverage the usage of standard technologies and processes while driving efficiency and quality of deliverables
• Prepare and present periodic reports for leadership to include project milestones, budget considerations, staffing needs, and executive summaries
• Provide effective leadership, formal and informal feedback, and coaching to staff
• Provide executive oversight to staff, seniors and managers and ensure work is being completed according to established timelines, quality standards and is compliant with relevant tax laws and regulations
• Provide clear instructions, set expectations, and delegate tasks effectively to staff, seniors, and managers

Skills and attributes for success

• Ability to identify and research/resolve key tax technical issues across multiple functions, when appropriate, and consult when necessary

• Experience organizing and leading client conversations regarding complex or difficult topics
• Ability to manage and mentor multiple team members delivering tax consulting and compliance projects for clients
• Capable of identifying improvement opportunities and actively engage in implementing improvements

To qualify for the role you must have

• Bachelor’s degree in Accounting, Finance, Business Administration, Tax, Law, or Economics
• Minimum of 10 years of experience in a professional services or tax services organization in the financial services industry
• 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

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

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