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

Position Overview

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 for 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 confirm they have the knowledge, tools and opportunities 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.
• Thorough understanding of estate and wealth planning.
• Experience with federal and state personal and trust taxation.
• Experience with flow‑through entities (S‑Cores, Partnerships, LLC’s).
• Thorough understanding of automated tax processing systems.
• Commitment to continuing your learning.
• Willingness to travel as needed, and working in a balanced hybrid environment.

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.

• Comprehensive compensation and benefits package with base salary range $106,500 to $195,100 (varies by geography). Medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
• Hybrid model: 40‑60% in‑person work for most external client‑serving roles.
• Flexible vacation policy with time off for EY Paid Holidays, breaks, and personal/ family care.

EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, national origin, protected veteran status, disability status, or any other legally protected basis. EY is committed to providing reasonable accommodation to qualified individuals with disabilities.