Private Tax Manager: Cross-Border & Family Wealth

EY; Miami (FL); On-site; USD 107,000 - 195,000; Full time

Job summary

EY Private Tax in the United States is seeking an experienced Manager to lead private client tax services for high net worth individuals and family-owned businesses. You will advise on wealth transfer, governance, and cross-border matters, while guiding a team of tax professionals.

Key responsibilities include managing complex tax compliance and advisory projects, maintaining client relationships, and delivering high-quality solutions with a focus on risk management. Travel may be required.

Qualifications

• Bachelor’s degree in a related field with tax, business or financial planning experience.
• CPA certification or Bar membership.
• Excellent collaboration and negotiation skills with diverse stakeholders.
• Typically, no less than 5-6 years relevant experience in professional services or professional tax organization.
• Willingness to travel as needed.

Responsibilities

• Leading the delivery of tailored tax advice and compliance solutions for complex family and business structures.
• Supporting clients in wealth transfer, succession planning, and governance strategies.
• Navigating multijurisdictional families and cross-border tax matters.
• Balance time between compliance and planning while engaging directly with clients.
• Mentor and supervise teams to deliver complex technical initiatives.

Job description

EY Private Tax in the United States is seeking an experienced Manager to lead private client tax services for high net worth individuals and family-owned businesses. You will advise on wealth transfer, governance, and cross-border matters, while guiding a team of tax professionals.

Key responsibilities include managing complex tax compliance and advisory projects, maintaining client relationships, and delivering high-quality solutions with a focus on risk management. Travel may be required.