Overview In this role you will lead tax compliance and advisory work for financial services clients, shaping strategies within EY's FSO EDGE practice. You will collaborate with cross functional teams to deliver accurate results and manage client communications and engagements. You will escalate complex issues, mentor junior staff, and ensure timely delivery of tax returns and related research. This position offers visibility across hedge funds, private equity, and mutual funds, with a focus on scalable, client centric tax solutions. You join a culture that values integrity, strong collaboration, and continuous professional growth.
Compensation / Benefits- medical and dental coverage
- pension and 401(k) plans
- paid time off
- flexible vacation policy
- hybrid work model
- paid holidays
Responsibilities- Deliver and manage tax compliance and consulting work for clients
- Identify and escalate problem areas to ensure timely and accurate completion of tax returns, research, accounting, and projects
- Consult with clients and escalate complex matters to senior management and subject-matter experts
- Lead projects and work independently, with guidance only on the most complex situations
- Manage communications with client tax liaisons and trust teams to support informed decision-making
- Maintain effective long-term relationships and manage workflow with clients
- Manage engagement deliverables and team resources to meet deadlines and ensure accuracy
- Provide leadership, feedback, and coaching to team members
Key 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
- Certified Public Accountant (CPA), Enrolled Agent (EA) or licensed attorney
- 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
- client-facing communication
- leadership and mentoring
- strong interpersonal skills
- tax and accounting technologies
- tax planning and advisory
- ability to present complex topics in client conversations
