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

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

Location:

Anywhere in Country

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 to excel.
• Identify and react to risks and opportunities to improve services and processes.

• 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 continued learning.
• Willingness to travel as needed.

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

• Comprehensive compensation and benefits package based on performance.
• Hybrid work model with 40‑60% in‑person client serving.
• Flexible vacation policy with EY Paid Holidays.

Are you ready to shape your future with confidence? Apply today.

EY accepts applications for this position on an ongoing basis.

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, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities. If you have a disability and need assistance applying online or require an accommodation during the application process, please call 1-800-EY-HELP
3.

Mid‑Senior level

Full‑time

Finance and Sales

Industries:
Professional Services