EY
Tax - Business Tax Services - Private Tax - Wealth Tax Advisory - Manager
EY, Palo Alto, California, United States, 94306
Tax - Business Tax Services - Private Tax - Wealth Tax Advisory - Manager
Join to apply for the
Tax - Business Tax Services - Private Tax - Wealth Tax Advisory - Manager
role at
EY .
Location: Anywhere in the 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.
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, review work and help ensure 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.
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).
Proficiency with automated tax processing systems.
A commitment to continuous learning.
Willingness to travel as needed, and working in a balanced hybrid environment.
Preferred (Ideal)
A proven record in a professional services environment.
Experience coaching and mentoring junior colleagues.
What We Offer You
We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $106,500 to $195,100. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $127,700 to $221,700. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills, and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
Join us in our team‑led and leader‑enabled hybrid model. Our expectation is for most people in external, client‑serving roles to work together in person 40‑60% of the time over the course of an engagement, project or year.
Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well‑being.
Are you ready to shape your future with confidence? Apply today.
EY accepts applications for this position on an ongoing basis.
EY focuses on high‑ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
EY | Building a better working world
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.
Accommodation EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request 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 select 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.
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Tax - Business Tax Services - Private Tax - Wealth Tax Advisory - Manager
role at
EY .
Location: Anywhere in the 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.
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, review work and help ensure 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.
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).
Proficiency with automated tax processing systems.
A commitment to continuous learning.
Willingness to travel as needed, and working in a balanced hybrid environment.
Preferred (Ideal)
A proven record in a professional services environment.
Experience coaching and mentoring junior colleagues.
What We Offer You
We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $106,500 to $195,100. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $127,700 to $221,700. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills, and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
Join us in our team‑led and leader‑enabled hybrid model. Our expectation is for most people in external, client‑serving roles to work together in person 40‑60% of the time over the course of an engagement, project or year.
Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well‑being.
Are you ready to shape your future with confidence? Apply today.
EY accepts applications for this position on an ongoing basis.
EY focuses on high‑ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
EY | Building a better working world
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.
Accommodation EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request 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 select 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.
#J-18808-Ljbffr