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 to build a better working world.

The opportunity: Our Wealth Tax Advisory Practice is rapidly growing and dynamic, 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.

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.

Key Responsibilities:

• 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 them confirm they have the knowledge, tools and opportunities to excel.
• Identify and react to risks and opportunities to improve services and processes.

To qualify for the role you must have, including deep experience in one or more technical tax areas:

• 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 learning.
• Willingness to travel as needed, and working in a balanced hybrid environment.

Ideally, you’ll also have:

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

What We Offer You:

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. Base salary range for this job in all geographic locations in the US is $106,500 to $195,100. Additional ranges for select metros provided.
• Hybrid work model: most external, client‑serving roles will work together in person 40‑60% of the time over the course of an engagement, project or year.
• Flexible vacation policy – you’ll decide how much vacation time you need based on your own personal circumstances, plus designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves.

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

EY focuses on high‑ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.

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 for qualified individuals with disabilities including veterans with disabilities.