Tax - Business Tax Services - Private Tax - Wealth Tax Advisory - Manager

Tax - Business Tax Services - Private Tax - Wealth Tax Advisory - Manager

Location: Anywhere in Country

The opportunity:

Our Wealth Tax Advisory Practice is a rapidly growing and dynamic team, serving premier families and their enterprises across the U.S. and globally. We provide bespoke wealth advisory services, including estate planning, structuring, and transactional advisory, to some of the most influential clients. As we continue to expand, we are looking for a Senior to join our team and work on key engagements, mentor junior professionals, and further deepen client relationships.

As a Manager in our Wealth Tax Advisory practice, you will play a critical role in delivering high-quality advisory services to high-net-worth individuals (HNWI) and their family offices. You will collaborate closely with senior managers, partners and engagement teams to lead complex wealth planning projects. This role requires a deep understanding of wealth tax advisory, estate and trust tax, family limited partnerships, and knowledge of flow-through business structures.

You will be responsible for managing multiple projects simultaneously while developing and mentoring the next generation of tax professionals in our practice.

• Work on wealth advisory engagements, including sophisticated tax planning and structuring advice, including complex estate, trust and gift tax returns to high-net-worth clients and family offices.
• Research tax issues to develop effective tax planning strategies.
• Communicate complex tax issues to non-tax professionals and clients.
• Manage, coach and develop a team of tax professionals, reviewing work and helping to confirm they have the knowledge, tools and opportunities they need to excel.
• Identify and react to risks and opportunities to improve our services and processes.

• A bachelor's degree in a related field, supported by tax, business or financial planning experience.
• Eligibility for CPA certification or membership in The Bar.
• Minimum of 3 years of work experience in professional services or a professional tax organization.
• A thorough understanding of estate and wealth planning.
• Experience with federal and state personal and trust taxation.
• Experience with flow-through entities (S-Corps, Partnerships, LLCs).
• A thorough understanding of automated tax processing systems.
• A commitment to continuing your learning.
• Willingness to travel as needed, and working in a balanced hybrid environment.

• A proven record in a professional services environment.
• Experience in coaching and mentoring junior colleagues.

• A comprehensive compensation and benefits package, with a base salary range for all geographic locations in the U.S. from $106,500 to $195,100. Additional ranges apply for key metro areas.
• Medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
• A flexible hybrid model, with most external client-serving roles working together in person 40‑60% of the time.
• A flexible vacation policy allowing you to decide how much time off you need based on your personal circumstances.

EY accepts applications for this position on an on‑going basis. If you are located in California, please  for additional information.

Mid‑Senior level

Full-time

Finance and Sales

Professional Services

Equal Employment Opportunity Statement:

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

Are you ready to shape your future with confidence? Apply today.