EY
Tax - Business Tax Services - Private Tax - Wealth Tax Advisory - Manager
EY, San Francisco, California, United States, 94199
Tax - Business Tax Services - Private Tax - Wealth Tax Advisory - Manager
Join EY for the Tax - Business Tax Services - Private Tax - Wealth Tax Advisory - Manager role.
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 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.
Position Overview 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.
Key Responsibilities
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 ensuring they have the knowledge, tools and opportunities to excel.
Identify and react to risks and opportunities to improve our 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).
Understanding of automated tax processing systems.
Commitment to continuous learning.
Willingness to travel as needed, and ability 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 with base salaries ranging from $106,500 to $195,100 in the U.S. and additional ranges for key metro areas. Includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
Hybrid work model: most external client-serving roles work together in person 40-60% of the time over the course of an engagement, project or year.
Flexible vacation policy and time off for EY Paid Holidays, winter/summer breaks, personal/family care, and other leaves of absence.
Apply Are you ready to shape your future with confidence? Apply today.
EY accepts applications for this position on an ongoing basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
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 an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select 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 ssc.customersupport@ey.com.
EY | Building a better working world #J-18808-Ljbffr
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 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.
Position Overview 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.
Key Responsibilities
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 ensuring they have the knowledge, tools and opportunities to excel.
Identify and react to risks and opportunities to improve our 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).
Understanding of automated tax processing systems.
Commitment to continuous learning.
Willingness to travel as needed, and ability 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 with base salaries ranging from $106,500 to $195,100 in the U.S. and additional ranges for key metro areas. Includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
Hybrid work model: most external client-serving roles work together in person 40-60% of the time over the course of an engagement, project or year.
Flexible vacation policy and time off for EY Paid Holidays, winter/summer breaks, personal/family care, and other leaves of absence.
Apply Are you ready to shape your future with confidence? Apply today.
EY accepts applications for this position on an ongoing basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
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 an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select 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 ssc.customersupport@ey.com.
EY | Building a better working world #J-18808-Ljbffr