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.

Our 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, mentor junior professionals, and further deepen client relationships.

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.

• 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, reviewing work and helping them have the knowledge, tools, and opportunities to excel.
• Identify and react to risks and opportunities to improve 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 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).
• Understanding of automated tax processing systems.
• Commitment to continuing learning.
• Willingness to travel as needed and work in a balanced hybrid environment.

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

• Comprehensive compensation and benefits package. Base salary ranges in the U.S. are $106,500 to $195,100; for NY, Washington, and CA (excluding Sacramento) $127,700 to $221,700. Total Rewards include medical, dental, retirement, and paid time off.
• Hybrid work model; most employees work together in person 40‑60% of the time.
• Flexible vacation policy: you decide how much vacation time you need. Also granted time off for EY Paid Holidays, winter/summer breaks, personal/family care, and other leaves.

EY accepts applications for this position on an ongoing basis. For those living in California, please  for additional information. EY focuses on high‑ethical standards and expects all candidates to demonstrate integrity.

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