Tax - Business Tax Services - Private Tax - Wealth Tax Advisory - Senior

Tax - Business Tax Services - Private Tax - Wealth Tax Advisory - Senior

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.

The 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, further deepening client relationships.

As a Senior 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 managers, partners, and engagement teams to lead complex wealth planning projects. This role requires an understanding of wealth tax advisory, estate and trust tax, family limited partnerships, and flow‑through business structures.

You will be responsible for working on multiple projects simultaneously.

• Work on wealth advisory engagements, including sophisticated tax planning and structuring advice, and 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.
• Review work and help confirm that team members 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 ability to work in a balanced hybrid environment.

• A proven record in a professional services environment.

• A comprehensive compensation and benefits package, including a performance-based base salary ranging from $82,000 to $135,200 (US geographic range) and higher ranges for specific metro areas. Total rewards include medical, dental, pension, 401(k) plans, and a wide range of paid time off options.
• A hybrid model with an expectation of 40‑60% in-person client interaction.
• A flexible vacation policy allowing you to decide how much time off you need, with additional leave for EY paid holidays, winter/summer breaks, personal/family care, and other absences as needed.

EY accepts applications for this position on an ongoing basis. If you are located in California, additional information is available via the provided link. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.

EY is an equal opportunity employer. We provide 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, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities, including veterans.

If you need assistance applying online or an accommodation during 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