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

Job in Boca Raton, Palm Beach County, Florida, 33481, USA
Listing for: EY
Full Time position
Listed on 2025-12-02
Job specializations:
  • Finance & Banking
    Tax Manager, Tax Advisor, Financial Compliance, Accounting & Finance
Salary/Wage Range or Industry Benchmark: 106500 USD Yearly USD 106500.00 YEAR
Job Description & How to Apply Below

Tax – Business Tax Services – Private Tax – Wealth Tax Advisory – Manager

Join EY, a globally connected powerhouse of diverse teams, as a Senior Manager in the Wealth Tax Advisory Practice. This role will enable you to deliver high‑quality advisory services to high‑net‑worth individuals (HNWI) and family offices.

Location: Anywhere in the U.S.

Position Overview

As a Manager 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 for high‑net‑worth clients and family offices; include complex estate, trust and gift tax returns.
  • 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 acquire the knowledge, tools and opportunities they need to excel.
  • Identify and react to risks and opportunities to improve services and processes.
Qualifications
  • 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.
  • 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 balanced hybrid environment.
Preferred
  • Proven record in a professional services environment.
  • Experience in coaching and mentoring junior colleagues.
What We Offer

EY will develop you with future‑focused skills and equip you with world‑class experiences. We’ll empower you in a flexible environment and fuel you with extraordinary talents in a diverse and inclusive culture of globally connected teams.

  • Competitive compensation and benefits package. Base salary range: $106,500‑$195,100 for all U.S. locations; $127,700‑$221,700 for NYC Metro Area, Washington State and California (excluding Sacramento). Total rewards include medical and dental coverage, pension and 401(k) plans, and paid time off.
  • Hybrid work model: most external client‑serving roles work together in person 40‑60% of the time during an engagement or project.
  • Flexible vacation policy and additional paid time off for EY holidays and other leaves to support well‑being.
How to Apply

Apply today. EY accepts applications for this position on an on‑going basis.

Equal Employment Opportunity

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 to qualified individuals with disabilities, including veterans with disabilities. If you have a disability and need assistance applying online or request an accommodation during 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 which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at

Senior Level

Mid‑Senior level

Employment Type

Full‑time

Job Function

Finance and Sales

Industry

Professional Services

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