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.

Our Wealth Tax Advisory Practice serves premier families and their enterprises across the U.S. and globally. We provide bespoke wealth advisory services, including estate planning, structuring, and transactional advisory. As we continue to expand, we’re looking for a Senior to join our team and work on key engagements while 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 and their family offices. You will collaborate closely with managers, partners, and engagement teams to lead complex wealth planning projects and will be responsible for working on multiple projects simultaneously.

• Lead 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.
• Review work and help ensure engagement teams have the knowledge, tools, and opportunities to excel.
• Identify and respond to risks and opportunities to improve our services and processes.

• Bachelor’s degree in a related field with tax, business, or financial planning experience.
• Eligibility for CPA certification or membership in the legal bar.
• Minimum of 3 years of 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).
• Knowledge of automated tax processing systems.
• Commitment to continuous learning.
• Willingness to travel as needed and work in a hybrid environment.

• Proven record in a professional services environment.

• Competitive compensation and benefits package with a base salary range of $82,000 to $135,200 (U.S. geographic levels vary).
• Medical, dental, pension, and 401(k) plans.
• Flexible vacation policy and paid holidays.
• Hybrid model with 40–60% in‑person work for client‑serving roles.

EY accepts applications for this position on an ongoing basis. For those living in California, additional information is available.

EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity, 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 have a disability and need assistance applying online or during any part of the application process, please call 1‑800‑EY‑HELP3 or email the EY Talent Shared Services Team at