Financial Services - Tax - Wealth and Asset Management - Manager

Location: New York, Boston, Providence, Jericho, Iselin, Hoboken, Secaucus, Stamford, Chicago, Dallas, Houston, Charlotte and Greenville   At EY, we’re all in to shape your future with confidence.    We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go.  Join EY and help to build a better working world.

Will you shape the future or will the future shape you?   The opportunity 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!  EY’s FSO tax practice provides comprehensive and specialized tax assistance tailored to the unique needs of the asset management industry. You would join our tax 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.   As a Tax Compliance Manager, you will play a pivotal role in managing and implementing tax compliance strategies for our clients. You will provide comprehensive support in tax compliance and reporting, including tax provision, direct and indirect tax returns preparation, and tax reform calculations, all while leveraging standardized processes and leading technology. Your efforts will focus on streamlining and optimizing compliance and reporting processes to align with business strategy, increase efficiency, and promote transparency. Additionally, you will encourage the development of governance, risk, and compliance frameworks, and help shape operating models that support alignment with governing tax regulations and business objectives. In this Manager role within our Wealth & Asset Management Tax practice, you will lead tax compliance and advisory engagements for hedge fund, private equity, and mutual fund clients. You will address complex federal, international, state, and local tax issues and implement tax strategies aligned with client objectives. Responsibilities include reviewing securities analyses, making tax adjustments, overseeing the production of K‑1s and partnership returns, and evaluating partnership agreements and private placement memorandums for tax implications. Key responsibilities include:

Managing and implementing tax compliance strategies and reporting support. Streamlining and optimizing compliance processes to meet business needs. Supporting the development of governance and compliance frameworks.

Your key responsibilities In this role, you will be responsible for the effective management and delivery of one or more processes, solutions, or projects, ensuring a strong focus on quality and effective risk management. You will drive continuous process improvement, identify innovative solutions through research and analysis, and apply your expertise to guide others and recommend quality solutions. The position presents the challenge of leading workstream delivery, tracking project status, and managing engagement economics, all while actively participating in client working sessions and leading workstreams from planning through closure. You’ll learn