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EY

Manager, Private Client Services – US Seasonal Tax-Financial Services Organization

EY

. Review complex individual tax returns for Private Tax clients .

Posted 11/6/2026full-timeRemote • United StatesMid-LevelSenior💰 $90 - $120 per hourWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in tax compliance and planning for private clients, with a strong focus on reviewing complex tax returns and managing multiple projects effectively. Holds a valid CPA license or EA certification, complemented by extensive experience in financial services.

Highest-signal resume keywords
CPA LicenseTax ComplianceComplex Tax Return ReviewIndividual Tax ReturnsProject Management

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Tax PlanningTax Compliance ProjectsFinancial Statement Tax AccountingGift Tax ReturnsTrust Tax ReturnsEstate Tax ReturnsAnalytical SkillsAttention to DetailProblem-Solving SkillsVerbal Communication
Soft Skills
Interpersonal SkillsWritten CommunicationCollaborationRemote Work ComfortStrategic Prioritization
Certifications & Qualifications
Certified Public Accountant (CPA)Enrolled Agent (EA)
Industry Keywords
Private Tax ClientsFinancial ServicesTax ObligationsHigh-Quality DeliverablesVirtual Team Environment

About the role

Key responsibilities & impact
  • Review complex individual tax returns for Private Tax clients
  • Support clients during the seasonal tax period
  • Work on complex tax planning and compliance projects
  • Serve as a key point of contact for clients and colleagues
  • Collaborate with a virtual team and offshore shared services center
  • Prioritize and manage multiple complex projects
  • Contribute to client tax obligations and high-quality deliverables

Requirements

What you’ll need
  • Valid US Certified Public Accountant (CPA) license or Enrolled Agent (EA) or active state bar membership
  • A bachelor's degree in Accounting, Finance, Business, or a related discipline
  • A minimum of 5 years of relevant experience in tax compliance for private client individuals in financial services
  • Experience performing high quality review of complex tax returns
  • Knowledge/experience in handling Individual, Gift, Trust, and Estate Tax Returns—1040, 1041, 706, 709
  • Strategic prioritization when working on multiple complex projects
  • Strong analytical, written and verbal communication, interpersonal, problem-solving, and attention-to-detail skills
  • Comfort working remotely in a virtual team environment, including with an offshore shared services center
  • Proven record of excellence in tax accounting for financial statements with a top or mid-tier firm preferred

Benefits

Comp & perks
  • Hourly, overtime-eligible pay
  • Remote work from within the United States
  • Support from experienced colleagues
  • Flexible environment
  • World-class experiences and future-focused skills development
  • Diverse and inclusive culture
  • Reasonable accommodation for qualified individuals with disabilities, including veterans with disabilities