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

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 build a better working world.

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, review work and help 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.

Required:

• 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 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, LLC’s).
• Understanding of automated tax processing systems.
• A commitment to continuing learning.
• Willingness to travel as needed and work in a balanced hybrid environment.

Ideally:

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

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.

• A comprehensive compensation and benefits package where you’ll be rewarded based on performance and recognized for the value you bring. The base salary range for all geographic locations in the U.S. is $106,500 to $195,100. For NYC Metro, Washington State, and California (excluding Sacramento) it’s $127,700 to $221,700. Salaries are determined by education, experience, skills and 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 for most client-serving roles.
• Flexible vacation policy: time off based on personal circumstances, plus EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence.

Are you ready to shape your future with confidence? Apply today. EY accepts applications for this position on an ongoing basis.

EY 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 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

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