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Title: Tax Senior Manager - Financial Services Office - Asset Management Location: MA-Boston We currently have a career opportunity for a Tax Senior Manager in our Financial Services Asset Management Tax practice. The successful candidate will be responsible for managing and coordinating tax compliance and advisory work for clients in the areas of investment and hedge funds, mutual funds and/or private equity. Our people work on key client issues in domestic federal, international and state and local taxation with a focus on implementing tax strategies that align with the client's business objectives.
Tax is an inescapable dimension of almost every business activity, in every jurisdiction where a company does business. To optimize the financial performance of business operations, tax strategy and business strategy have to work together across a client enterprise. Ernst & Young's Financial Services Tax practice includes International Tax Services, State and Local Tax and Federal Tax Services.
One of the benefits of being aligned with one of these functional groups is that you will have the technical proficiency and connectivity to address client issues as well as develop as well-rounded, quality-focused tax professionals. As a member of EY's Financial Services Tax practice, you will have the combination of deep tax knowledge and a sophisticated understanding of business drivers to serve your clients to the best of your ability.
Responsibilities Develop budgets, determine resource requirements, and direct/monitor engagements. Participate in managing a compliance group by assisting with forecasting future compliance work, delegating work effectively, and resolving staffing issues. Maintain continuous interaction with clients, manage expectations and ensure outstanding client service. Team with tax professionals to provide comprehensive tax services.
Determine all information required to ensure/complete accurate tax compliance products within the budget. Formulate a plan to gather/communicate information. Determine areas of exposure and adapt to challenges in the compliance process.
Provide timely and high-quality services and work products that exceed client expectations.
Build client relationships and demonstrate knowledge of client businesses.
Help to develop and guide staff and other junior tax professionals by providing effective performance feedback and ensuring team responsibilities are consistent with skills and developmental goals.
Build on technical competence by keeping up to date on trends, developments and technical authorities and apply them to moderately complex situations.
Demonstrate professionalism through a positive and cooperative attitude and by maintaining the confidential and proprietary nature of client relationships and related work products.
Contribute to the overall success of the team by developing a thorough understanding of EY methodologies and tools to enhance service delivery; keeping team members informed of work status; actively seeking assignments when unassigned; proactively seeking opportunities to provide tax services; challenging traditional procedures used in the past; and attempting to find effective approaches. To qualify, candidates must have: * a bachelor's degree and approximately 8 years of related work experience; or a master's degree and approximately 7 years of related work experience * a degree with an emphasis in accounting, finance, economics preferred; advanced degree in tax or law is highly desirable * a minimum of 7 years of relevant tax experience or equivalent experience in business or the financial services industry * CPA certification, Enrolled Agent or JD * broad exposure to federal income taxation and some exposure to state and local tax * excellent managerial, leadership, organizational, and verbal/written communication skills * demonstrated business development skills
