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.

The opportunity: Our Wealth Tax Advisory Practice is rapidly growing and 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 to influential clients. As we expand, we are looking for a Senior to join our team and work on key engagements, mentor junior professionals, and deepen client relationships.

Position Overview: As a Manager in our Wealth Tax Advisory practice, you will deliver high‑quality advisory services to high‑net‑worth individuals (HNWI) and 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 manage multiple projects simultaneously while developing and mentoring the next generation of tax professionals.

Key Responsibilities:

• Work on wealth advisory engagements, including sophisticated tax planning and structuring advice, and complex estate, trust, and gift tax returns 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.
• Manage, coach, and develop a team of tax professionals, reviewing work and ensuring 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 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 to work 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:

• A comprehensive compensation and benefits package where you’ll be rewarded based on performance.
• A hybrid model with 40‑60% in‑person client interactions.
• A flexible vacation policy based on personal circumstances, along with paid holidays, winter/summer breaks, personal/family care, and other leaves.

We accept applications for this position on an on‑going basis. For those living in California, see additional information. EY focuses on high ethical standards and integrity; we expect all candidates to demonstrate these qualities.

EY | Building a better working world

EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.

Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and provide answers for today’s most pressing issues.

EY teams work across a full spectrum of services – assurance, consulting, tax, strategy and transactions – with a globally connected, multi‑disciplinary network.

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. If you have a disability and need assistance applying online or requesting an accommodation, please call 1‑800‑EY‑HELP3, select Option 2, then Option 1, or email