Attorney in Buffalo, NY

In-House

Buffalo, NY

Attorney in Buffalo, NY

Non-practicing Attorney

Min 5 yrs required

No

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

Salary: Competitive

Experience: Minimum of 5 years in professional services or tax services organization in the financial services industry

Location: New York (other locations available throughout the country)

Requisition ID: 1525099

At EY, we believe in building a career as unique as you are. With our global scale, support, inclusive culture, and technology, we provide the platform for you to become the best version of yourself. We value your unique voice and perspective and count on you to help us become even better. Join us and build an exceptional experience for yourself, and a better working world for all.

EY is a leader in serving the global financial services marketplace and is the only professional services firm with a dedicated business unit for 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 alongside a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, and Insurance. 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. As a Services Manager in FSO EDGE WAM, you will be responsible for delivering and managing tax compliance and consulting work for clients. This includes recognizing and identifying problem areas that need to be addressed or escalated to ensure timely and accurate completion of tax returns, research, accounting, and projects. You will also work alongside practice office professionals to serve clients as one team.

Your key responsibilities

Consult with clients and demonstrate professional discretion by appropriately escalating complex tax and client relationship matters to senior management and subject-matter professionals, coordinating efforts, and managing expectations about timing of response and resolution
Deliver and manage compliance and consulting delivery services to meet deadlines for client deliverables
Ability to lead projects and work independently, with guidance in only the most complex situations
Incumbent has specialized depth and/or breadth of expertise
Manage communications with client tax liaisons, client trust administration teams and client trust officers to gather required information, to share information to support informed decision-making, and obtain instruction or authorization necessary for timely, accurate production of tax information statements, tax returns and related reporting
Support effective long-term relationships and manage workflow effectively with our 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

Skills and attributes for success

Ability to recognize and identify problem areas that need to be addressed or escalated to ensure tax returns, tax research, tax accounting and other tax projects are timely and accurately completed
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

To qualify for the role you must have


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

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.

What we offer

We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $103,600 to $189,700. The salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $124,200 to $215,600. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time