Private Tax Manager: Cross-Border & HNW Planning

EY; Tulsa (OK); On-site; USD 116,000 - 213,000; Full time

Job summary

EY Private Tax is seeking a Manager to lead cross-border tax guidance for high net worth clients and complex family structures. You will deliver tailored compliance and advisory services while coordinating with a global team and ensuring solid business value.

In this role you’ll guide wealth transfer, succession planning, and governance strategies, mentoring associates and driving performance in a high-exposure environment with travel as needed.

Qualifications

• Bachelor's degree with CPA or Bar and 5+ years in professional services
• Strong estate and wealth planning knowledge and tax compliance experience
• Excellent collaboration and negotiation skills with diverse stakeholders
• Experience with automated tax processing systems

Responsibilities

• Lead delivery of tailored tax advice and compliance for complex structures
• Support clients in wealth transfer, succession planning, governance strategies
• Navigate multijurisdictional cross-border tax matters
• Coach and develop teams, ensure quality and commercial value

Skills

International Tax Planning

Tax Research and Analysis

Client trust and value

Emotional Agility

Leading teams

Managing change

Negotiation and influencing

Global Mindset

Education

Bachelor’s degree; CPA or Bar

Job description

EY Private Tax is seeking a Manager to lead cross-border tax guidance for high net worth clients and complex family structures. You will deliver tailored compliance and advisory services while coordinating with a global team and ensuring solid business value.

In this role you’ll guide wealth transfer, succession planning, and governance strategies, mentoring associates and driving performance in a high-exposure environment with travel as needed.