Tax - Business Tax Services - Private Tax - Wealth Tax Advisory - Manager
Listed on 2025-12-31
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Finance & Banking
Tax Manager, Tax Advisor
Tax - Business Tax Services - Private Tax - Wealth Tax Advisory - Manager
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.
Position OverviewAs 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. The 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 ensuring they have the knowledge, tools and opportunities to excel.
- Identify and react to risks and opportunities to improve our services and processes.
- 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-Corps, Partnerships, LLCs).
- Understanding of automated tax processing systems.
- Commitment to continuing learning.
- Willingness to travel as needed and work in a balanced hybrid environment.
- Proven record in a professional services environment.
- Experience coaching and mentoring junior colleagues.
- Comprehensive compensation and benefits package with performance-based rewards and recognition. Base salary range for this role in the US: $106,500 to $195,100. Elevated ranges for New York City Metro Area, Washington State and California (excluding Sacramento): $127,700 to $221,700. Total Rewards include medical and dental coverage, pension and 401(k) plans, and a range of paid time off options.
- Hybrid work model: approximately 40‑60% in-person collaboration for external, client‑serving roles.
- Flexible vacation policy with time off tailored to personal circumstances, including EY Paid Holidays, seasonal breaks, personal/family care, and other leaves of absence to support well‑being.
EY accepts applications for this position on an ongoing basis. For those living in California, please for additional information.
EY focuses on high‑ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
Equal Opportunity EmployerEY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity or 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 need assistance applying online or require an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then Option 1 for candidate queries, and finally Option 2 for candidates with an inquiry to route you to EY’s Talent Shared Services Team.
Alternatively, email
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