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EY Tax Services Manager - FSO - Private Client Services, Family Office Services in Jericho, New York

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. And we’re counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all.

This position can be anywhere in the country.

EY is the only professional services firm with a separate business unit (FSO) that is dedicated to the financial services marketplace. Our FSO teams have been at the forefront of every event that has reshaped and redefined the financial services industry. If you have a passion for rallying together to solve the most complex challenges in the financial services industry, come join our dynamic FSO team!

The opportunity

We are currently seeking a Manager for the Family Office Services (FOS) practice who will be responsible for managing staff and engagements and reviewing financial statements and the related accounting/write up of cash/non-cash activity. The Manager will support the FOS Partner, Managing Director and Senior Manager levels. This person will have exposure to sophisticated financial reporting concepts and strategies and will be involved in the monitoring of such strategies. The Manager will have client contact and will be the main point of contact in some cases.

Your key responsibilities

You will review financial statements for high-net-worth individuals and their related family entities, which would include analyzing and reviewing bank/brokerage accounts as well as private equity and hedge fund capital statements. You will also be supporting the Partner, Managing Director and Senior Manager levels in fulfilling consulting/coordination services as requested by clients. In addition, you will be managing personnel to ensure workflow is progressing and managing budgeting/billing/Administrative items to ensure engagement economics are met.

Additional responsibilities include the following:

  • Understand key elements of client care and service

  • Find ways to simplify and improve work processes

  • Recognize business issues and uses alternative solutions to resolve them.

  • Look for ways to increase efficiency on engagement

  • Seek to enhance knowledge through technical reading, continuing education, etc

  • Manages risk at the engagement level, while still focusing on high-quality service.

Skills and attributes for success:

  • Ability to use Microsoft Excel, Microsoft Dynamics, Quickbooks

  • Ability to multi-task and manage multiple commitments

  • Ability to perform under time constraints and meet deadlines; strong sense of urgency

  • Excellent organizational and communication skills, demonstrating an ability to communicate with all levels of the engagement team and client personnel

  • Understands client’s financial situation

  • Is mindful of budgets and proactively works with the team to keep within budget or identify scope changes which require communication with the client

  • Educational background in accounting, taxation, finance, business or experience working in a family office

  • Promotes a professional and positive attitude

  • Takes ownership of work product and client engagement

  • Successful problem-solving and analytical skills

  • Detail oriented

  • Identifies issues and offers solutions and recommendations

  • Supports firm goals, policies, and guidelines

To qualify for the role, you must have:

  • Bachelor’s degree in business or accounting

  • 5 years of practical accounting experience

  • CPA/EA/ certified bookkeeper or ability to pass any within one year of hire;

Ideally, you’ll also have:

  • Proven leadership skills

  • Experience working alongside colleagues at all levels of business

What we look for

We are interested in leaders with a genuine creative vision and the confidence to make it happen. The successful candidate will be interested in developing their own skills while making sure to support their colleagues when they need it.

What working at EY offers

We offer a competitive compensation package where you’ll be rewarded based on your performance and recognized for the value you bring to our business. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, a minimum of three weeks of vacation plus ten observed holidays and three paid personal days, and a range of programs and benefits designed to support your physical, financial and social well-being.

Plus, we offer:

  • Support and coaching from some of the most engaging colleagues in the industry

  • Opportunities to develop new skills and progress your career

  • The freedom and flexibility to handle your role in a way that’s right for you

About EY

As a global leader in assurance, tax, transaction and advisory services, we hire and develop the most passionate people in their field to help build a better working world. This starts with a culture that believes in giving you the training, opportunities and creative freedom to make things better. So that whenever you join, however long you stay, the exceptional EY experience lasts a lifetime. If you can confidently demonstrate that you meet the criteria above, please contact us as soon as possible. Make your mark. Apply today.

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 salary range for this job in most geographic locations in the US is $94,100 to $172,500. The salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $112,900 to $196,000. 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. 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 off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.

  • 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.

If you can demonstrate that you meet the criteria above, please contact us as soon as possible.

The exceptional EY experience. It’s yours to build.

EY | Building a better working world

EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets.

Enabled by data and technology, diverse EY teams in over 150 countries provide trust through assurance and help clients grow, transform and operate.

Working across assurance, consulting, law, strategy, tax and transactions, EY teams ask better questions to find new answers for the complex issues facing our world today.

EY is an equal opportunity, affirmative action employer providing equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.

EY is committed to providing reasonable accommodation to individuals with disabilities. If you are a qualified individual with a disability and either need assistance applying online or need to request an accommodation during the interview process, please call 1-800-EY-HELP3, type Option 2 (HR-related inquiries) and then type Option 1 (HR Shared Services Center), which will route you to EY’s Talent Shared Services Team or email SSC Customer Support at .