Private Tax Manager: Cross-Border & Wealth Planning

EY; Charleston (WV); On-site; USD 107,000 - 195,000; Full time

Job summary

EY Private Tax is seeking a Manager to lead private client tax advisory and compliance for high-growth family and business structures. You will guide delivery with Senior Managers and Partners, balancing compliance with proactive planning across multi‑jurisdictional matters, and mentoring a team of tax professionals.

This role emphasizes strong client relationships, technical depth, and the ability to navigate cross‑border issues while contributing to business growth.

Qualifications

• Bachelor's degree in a related field, supported by tax, business or financial planning experience.
• CPA certification or membership in The Bar.
• Typically, no less than 5–6 years relevant experience in professional services or professional tax organization.
• Willingness to travel as needed.
• Proficiency with tax software such as RIA, CCH IntelliConnect, OneSource, BNA or Lexis Nexis.

Responsibilities

• Preparing or reviewing federal and state tax returns for U.S. partnerships, including cross‑border reporting requirements.
• Providing tax research, tax memoranda drafting, and assistance in quantitative modeling for private client tax advisory services.
• Identifying and communicating significant tax matters to Senior Managers.
• Liaising with other service lines and professionals to build client solutions.
• Building long‑term relationships with clients and cross‑functional teams.
• Communicating complex tax issues to non‑tax professionals and clients.
• Managing, coaching and developing a team of tax professionals.

Skills

Tax advisory

Client relations

Leadership

Project management

Analytical thinking

Negotiation

Travel readiness

Education

Bachelor's degree in a related field

CPA certification

Tools

RIA

CCH IntelliConnect

OneSource

BNA

LexisNexis

Job description

EY Private Tax is seeking a Manager to lead private client tax advisory and compliance for high-growth family and business structures. You will guide delivery with Senior Managers and Partners, balancing compliance with proactive planning across multi‑jurisdictional matters, and mentoring a team of tax professionals.

This role emphasizes strong client relationships, technical depth, and the ability to navigate cross‑border issues while contributing to business growth.