9 Professional Services jobs in Fort Mill

**Wealth Client Relationship Manager**
The Wealth Client Relationship Manager partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients. Working under moderate supervision, this job operationally leads Wealth Management advisory teams to help high-net worth clients achieve their financial goals. This includes supporting the implementation of financial plan recommendations and the coordination of asset consolidation.
All licenses must be obtained within 120 days from start date.
**Key Responsibilities and Duties**
+ Manages individual relationships with high-net worth clients across all products and services, focusing on building book of businesses, strengthening relationships, and growing and retaining assets.
+ Leads advisory team practice management meetings to promote efficient and effective practices and supports advisory team in overall book management strategy.
+ Provides client service and sales support as a part of the Wealth Management advisory team, focusing primarily on advice implementation and asset consolidation coordination.
+ Guides client on income execution, including assisting clients in completing forms and reviewing forms for accuracy.
+ Performs registered and non-registered activities related to identifying client needs and identifying potential issues with current financial plans (estate planning, beneficiaries, etc.).
+ Identifies client concerns and gathers additional information regarding clients' current financial situation and potential future needs.
+ Identifies sales and asset retention opportunities.
+ Coordinates sales cycle management activities, including follow-through on asset growth opportunities to ensure timely sales execution.
+ Supervises client outreach and marketing campaigns as determined by the advisory team to educate clients on additional WM products and services.
**Educational Requirements**
+ University (Degree) Preferred
**Work Experience**
+ 2+ Years Required; 3+ Years Preferred
**FINRA Registrations**
+ SRC Indicator: Series 7; Series 63; Series 65; Series 66
**Licenses and Certifications**
+ Life and Health Insurance License (Resident State) - Multiple Issuers required
**Physical Requirements**
+ Physical Requirements: Sedentary Work
**Career Level**
6IC
**Required:**
+ 2+ years of financial services experience
+ Series 7, 66 (or 63 & 65), and Life and Health Insurance License completed within 120 days of start date
**Preferred:**
+ 3+ years of financial services experience
+ Series 7 and 66 (or 63 & 65) completed
+ Life and Health Insurance License completed
Related Skills
Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management
**Anticipated Posting End Date:**

Base Pay Range: $62,500/yr - $87,500/yr
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
___
**Company Overview**
Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.
**Our Culture of Impact**
At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger.
**Benefits and Total Rewards**
The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary ( .
**Equal Opportunity**
We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
Our full EEO & Non-Discrimination statement is on our careers home page ( , and you can read more about your rights and view government notices here ( .
**Accessibility Support**
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone:
Email:
**Drug and Smoking Policy**
TIAA maintains a drug-free and smoke/free workplace.
**Privacy Notices**
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here ( .
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here ( .
For Applicants of TIAA Global Capabilities, click here ( .
For Applicants of Nuveen residing in Europe and APAC, please click here ( .
TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.
**Privacy Notices**
+ For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here ( .
+ For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here ( .
+ For Applicants of TIAA Global Capabilities, click here ( .
+ For Applicants of Nuveen residing in Europe and APAC, please click here ( .
**Nondiscrimination & Equal Opportunity Employment**
TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.
EEO is the Law ( Transparency
Philadelphia Ban the Box (

**Description**
As a member of the Information Services Department, the Manager, Business Solutions - Information Governance and Risk will function as a liaison to the Information Governance and Risk teams, guiding and aligning their technological roadmaps with their business objectives and priorities. They will offer recommendations for new or alternative technology solutions as necessary and execute these suggestions with minimal disruption to business services.
**ESSENTIAL FUNCTIONS:**
+ Actively engage key stakeholders, offering recommendations on departmental technology priorities, and ensuring the alignment of resources to ensure the successful completion of projects. This includes maintaining the existing technologies and tools utilized by the Firm's Information Governance and Risk departments.
+ Work with leadership on priorities for the team and ensure alignment, resourcing and governance with key stakeholders
+ Manage projects, allocate resources, and monitor performance deliverables to ensure timely completion of projects.
+ Lead requirements gathering meetings in a way to ensure the end solution meets the requestors' needs.
+ Partner with business teams to create User Acceptance Test plans and serve as a liaison between technical and business teams when conducting the testing.
+ Provide subject matter expertise in system reporting, training, and issue resolution
+ Oversee the pertinent third-party vendor relationships.
+ Suggest innovations and technical/process improvements that will lead to efficiencies and/or automation.
+ Drive the development of a systems roadmap that will drive scalability, business optimization, and zero-touch processes.
+ Keep abreast of intake, risk, and information governance application technologies through attendance of seminars, conferences, training programs, and meetings held by professional groups.
**ADDITIONAL FUNCTIONS:**
+ Special Projects, as assigned.
**QUALIFICATIONS (EXPERIENCE, KNOWLEDGE, SKILLS, AND ABILITIES):**
**Education:**
+ Bachelor's Degree Computer Science, Information Technology, Engineering, Business Administration or related discipline or equivalent combination of education, training and experience in lieu of degree may be considered.
**Experience:**
+ 8 years legal IT industry experience, 5 years management or lead experience.
+ Law firm experience required.
+ Leadership experience on projects for cross-functional teams.
**Knowledge, Skills, & Abilities:**
+ Experience with New Business Intake, Conflicts, Records Management, and Matter Mobility business processes and the software that supports them.
+ Strong leadership and people skills to establish and maintain effective working relationships with Information Governance and Risk teams, IS managers and vendors.
+ Strong professional communication both written and verbal.
+ Highly organized with attention to detail and excellent follow-through skills
+ Gather requirements and process mapping experience required.
+ Strong ability to multi-task.
+ Proactive, self-motivated with a high level of ownership and drive to achieve goals.
+ Ability to navigate sometimes ambiguously-defined problems, developing creative solutions and delivering meaningful results.
**WORK ENVIRONMENT & PHYSICAL DEMANDS:**
This job operates in a clerical, office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
**PHYSICAL REQUIREMENTS**
Sedentary work: Exertion of physical strength to lift, carry, push, pull, or otherwise move objects up to 10 pounds. Work involves sitting most of the time. Walking and standing is often necessary in carrying out job duties.
**VISUAL ACUITY**
Worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading.
**COMPENSATION & BENEFITS**
The salary ranges for this position apply to the respective listed locations. The salary range reflects a variety of factors that are considered in making compensation decisions, including but not limited to experience, education, licensure and/or certifications, geographic location, market demands and other business and organizational needs. It is not typical for an individual to be hired at or near the top of the range for a position. Reasonable estimates of the current ranges for this position are:
+ Atlantic City, Chicago, Denver, Las Vegas, Los Angeles, Minneapolis, Morristown, Princeton, Seattle, Washington, D.C.: $130,000 to $58,000
+ New York & San Francisco: 150,000 to 170,000
For information on Fox Rothschild's compensation and benefits visit: Compensation & Benefits (foxrothschild.com) ( Rothschild LLP is under no obligation to provide sponsorship for this position. Applicants must be currently authorized to work in the United States on a full-time basis now and in the future._
_The above is intended to describe the general content of and requirements for the performance of this job. It is not a contract or employment agreement and is not to be construed as an exhaustive statement of all functions, responsibilities, or requirements the employee may be required to perform, and the employee may be required to perform additional duties. Additionally, management reserves the right to review and revise the job description at any time. Employment with the firm is at-will. Employees must be able to satisfactorily perform all of the essential functions of the position with or without a reasonable accommodation. If an accommodation request would cause an undue hardship or a safety concern, the individual may not be eligible for the position._
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights ( notice from the Department of Labor.

Business Solutions Advisor - South Park Financial Center
Charlotte, North Carolina
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge ( Description:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of the client's life plan. Key responsibilities include acquiring new and deepening existing client relationships by conducting client meetings and presenting customized solutions to clients to help them achieve their financial goals. Job expectations include effectively balancing sales performance, operational risk, and client relationship care by leveraging specialized expertise.
**Responsibilities:**
+ Recommends financial advice and guidance that align with client financial goals and needs
+ Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank
+ Analyzes client financial needs and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique priorities
+ Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs
+ Makes decisions on client requests and makes referrals to appropriate internal partners based on client needs
+ Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings to assist with team delivery of an exceptional client experience
**Required Qualifications** :
+ Has demonstrated experience and proven success with business-to-business sales, or small business banking.
+ Has strong communication skills with the ability to effectively influence clients.
+ Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution.
+ Has a proven sales track record.
+ Is able to build productive partnerships and working relationships.
+ Is experienced with outbound phone sales.
**Desired Qualifications:**
+ Experience with financial information, spreadsheets and financial skills.
+ Experience with in-person customer service and sales.
+ Experience working with small business clients.
+ Experience meeting or exceeding goals.
+ A working knowledge of small business products and services.
+ Bilingual skills.
**Skills:**
+ Client Management
+ Client Solutions Advisory
+ Customer and Client Focus
+ Referral Identification
+ Risk Management
+ Client Experience Branding
+ Credit Documentation Requirements
+ Credit and Risk Assessment
+ Pipeline Management
+ Referral Management
+ Attention to Detail
+ Collaboration
+ Issue Management
+ Prospecting
+ Relationship Building
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE ( .
View the LA County Fair Chance Ordinance ( .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Job Description:

The Business Management job is responsible for providing strategic support for the assigned business area. Under minimal supervision, this job executes strategic business management consulting to leaders by analyzing metrics and presentations to support business strategies, driving business management policies and routines, and being a point of contact for leaders in the execution of business management tasks.

Responsibilities:

• Generates complex metrics and drafts and reviews reports in assigned functional business area to inform decisions on tactical issues that impact the business.

• Implements policies and procedures in support of the business area strategy.

• Implements process improvements in the assigned business area.

• Analyses and reports on area data (financial, headcount, etc.) and performance metrics.

• Ensuring the accuracy, validity, and completeness of all documentation necessary to meet organizational, industry, and governmental regulatory requirements.

• Supports business management projects by documenting risks, issues, and action items.

• Drives meeting planning in support of business projects and objectives.

Experience:

• 3+ Years Required; 5+ Years Preferred

Skills:

• Implements policies.

• Process improvement.

• Drafting or reviewing reports.

Education:

• University (Degree) Preferred

About US Tech Solutions:

US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit ( .

US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

**Job Description:**
The Business Management job is responsible for providing strategic support for the assigned business area. Under minimal supervision, this job executes strategic business management consulting to leaders by analyzing metrics and presentations to support business strategies, driving business management policies and routines, and being a point of contact for leaders in the execution of business management tasks.
**Responsibilities:**
+ Generates complex metrics and drafts and reviews reports in assigned functional business area to inform decisions on tactical issues that impact the business.
+ Implements policies and procedures in support of the business area strategy.
+ Implements process improvements in the assigned business area.
+ Analyses and reports on area data (financial, headcount, etc.) and performance metrics.
+ Ensuring the accuracy, validity, and completeness of all documentation necessary to meet organizational, industry, and governmental regulatory requirements.
+ Supports business management projects by documenting risks, issues, and action items.
+ Drives meeting planning in support of business projects and objectives.
**Experience:**
+ 3+ Years Required; 5+ Years Preferred
**Skills:**
+ Implements policies.
+ Process improvement.
+ Drafting or reviewing reports.
**Education:**
+ University (Degree) Preferred
**About US Tech Solutions:**
US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit ( .
US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Join the world's leading professional services firm assisting employers in operating payrolls for their workforce. As a Senior Analyst, you will join a dynamic team delivering our US Managed Payroll Tax Services offering.
Recruiting for this role ends on May 31st, 2026
Work you will do
You will be responsible for delivering payroll tax services for clients. You will need to deliver the following activities to the highest standards of client service with impeccable levels of accuracy:
Payroll Tax Configuration & System Maintenance
+ Configure payroll wage codes to accurately apply employer and employee taxes and social security contributions.
+ Ensure proper setup and ongoing maintenance of local withholding codes for employers and employees within the Deloitte payroll tax system.
+ Register employers for payroll taxes across relevant jurisdictions.
+ Apply for identification numbers (e.g., FEIN, SUI) when expanding into new states or regions.
+ Maintain good working knowledge of Tax State/SUI agency portals.
Compliance, Filings & Documentation
+ Prepare and file payroll tax returns in accordance with federal, state, and local requirements.
+ Prepare Forms W-2, Forms 1099, and state equivalents.
+ Coordinate year-end activities to ensure all annual tax filings, including W-2s, are accurate and timely.
+ Perform regular internal audits and compliance checks to identify and resolve issues, minimize filing delays, and monitor penalties or tax notices.
+ Perform quarterly reconciliation and data analysis, reconciling federal and state withholding and unemployment taxes at regular intervals (monthly, quarterly, annually).
+ Reconcile payroll taxes at the employee level to ensure precision.
+ Execute tax adjustments and amendments as needed.
Advisory & Partnership Responsibilities
+ Liaise with federal and state agencies regarding payroll tax matters.
+ Prepare Powers of Attorney to support client representation with tax authorities.
+ Communicate directly with internal and external clients regarding tax inquiries.
+ Research complex payroll tax issues and provide clear guidance.
+ Ensure that all tax-related system updates are reviewed, understood, and properly implemented.
+ Work in close partnership with clients to guarantee accurate and timely processing of payroll tax liabilities.
Process Improvement & Strategic Initiatives
+ Evaluate and enhance payroll tax processes for greater efficiency and accuracy.
+ Identify opportunities for automation and lead implementation efforts to streamline payroll tax operations.
+ Proactively identify and resolve issues, driving positive change and continuous improvement in payroll tax services.
+ Help establish and maintain required operating protocols for the payroll service offering.
The Team
The Deloitte Business Process Solutions (BPS) Tax team delivers comprehensive payroll tax administration and compliance services for clients, leveraging deep technical expertise, advanced technology, and a collaborative service approach. Our team serves organizations of all sizes, across diverse industries, providing end-to-end support - from tax registrations and wage code configuration to reporting, reconciliation, and process improvement. We solve critical challenges in compliance, data accuracy, and efficiency by combining best practices, automation, and experienced insight. BPS is committed to delivering timely, accurate, and scalable solutions while anticipating regulatory changes and client needs.
Qualifications
Required:
+ Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2 - 3 days per week
+ 3+ years of experience in payroll tax processing, preferably in a multi-state US environment
+ Bachelor's degree in economics, human resources, international business, finance, accounting, or other liberal arts majors
+ One of the following active accreditations obtained, in process, or willing and able to obtain:
+ Licensed CPA in state of practice/primary office if eligible to sit for the CPA
+ If not CPA eligible:
+ Certified Payroll Professional (CPP)
+ Enrolled Agent
+ Juris Doctor (JD)
+ Ability to travel up to 10%, on average, based on the work you do and the clients and industries/sectors you serve
Preferred:
+ Proficiency with payroll software (e.g., ADP, Workday, Paycom) and Microsoft Excel.
+ An aptitude for working as part of dynamic team with diverse members
+ Ability to prioritize tasks, work and manage multiple assignments in a team environment
+ Strong analytical, consultative, quantitative, and project management skills
+ Executive presence, and excellent communication (verbal & written) and presentation skills with an aptitude for working as part of a global team
+ Excellent analytical and problem-solving skills with high attention to detail
+ Ability to handle confidential information with discretion
+ Attention to detail, self-starter and deadline oriented
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $69,930 - $159,120.
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
Information for applicants with a need for accommodation: qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.

Location: Anywhere in country.
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.
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 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. You will work alongside our practice office 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.
**Your key responsibilities**
A senior analyst in FSO EDGE WAM will be responsible for delivering tax compliance and consulting work for clients. The objective is to work alongside practice office professional serving clients, based on their time demands, as one team.
**Responsibilities include**
+ Support new and existing client relationships
+ Provide compliance and consulting delivery services to meet deadlines for client deliverables
+ Prepare or detail review complex financial closings, tax compliance filings and other tax related processes or tasks
+ Compile and/or evaluate moderately complex data, computations, documentation and various tax and accounting technologies
+ Responsible for Service Quality across identified aspects of delivery. Understand opportunity risk in relation to our Scope of Services
+ Develop, document, and gain cross functional alignment on processes to support processes and internal teams
+ Demonstrate deep technical excellence in specific offerings and broaden technical skills across capabilities
+ Maintain internal network by providing technical assistance to others within EY in area of expertise
+ Provide professional direction and day-to-day supervision to staff members
+ 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 staff
**Skills and attributes for success**
+ Experience identifying tax related issues and developing recommended solutions via research and/or position development
+ Experience interacting with clients on a regular basis in the delivery of services
+ Experience managing team members delivering tax consulting and compliance projects for clients
+ Demonstrate a significant degree of independent judgment to identify potential issues and opportunities for tax planning and provide appropriate recommendations
+ Ability to break down 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 and deadlines simultaneously
+ Demonstrate a high level of professional ethics and integrity while managing sensitive or confidential client information
**To qualify for the role you must have**
+ Bachelor's degree in Accounting, Finance, Business Administration, Tax, Law, or Economics
+ A minimum of 2-3 years of relevant tax experience or equivalent experience in the financial services industry
+ Broad exposure to federal income taxation and exposure to state and local tax
+ Excellent teaming, leadership, organizational, and verbal/written communication skills
**Ideally, you'll also have**
+ Familiarity with the financial services industry
+ 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 you**
At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .
+ 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 $76,000 to $25,300. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is 91,100 to 142,400. 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 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.
**Are you ready to shape your future with confidence? Apply today.**
EY accepts applications for this position on an on-going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
**EY | Building a better working world**
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, 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 qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at .

Location: Anywhere in country.
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.
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 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. You will work alongside our practice office 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.
**Your key responsibilities**
A Services Manager in FSO EDGE WAM will be responsible for delivering and managing tax compliance and consulting work for clients. The objective is to recognize and identify problem areas and items that need to be addressed or escalated to ensure tax returns, tax research, tax accounting, and tax projects are timely and accurately completed. You will work alongside practice office professional serving clients, based on their time demands, as one team.
**Responsibilities include**
+ 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**
+ Bachelor's degree in Accounting, Finance, Business Administration, Tax, Law, or Economics
+ 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 you**
At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .
+ 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 $89,700. The base 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 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.
**Are you ready to shape your future with confidence? Apply today.**
EY accepts applications for this position on an on-going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
**EY | Building a better working world**
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, 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 qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at .