Private Tax Manager – Cross-Border & Wealth Planning

EY; Orlando (FL); Hybrid; USD 116,000 - 213,000; Full time

Benefits offered by this job

Hybrid work model

Medical and dental coverage

Pension and 401(k)

Paid time off options

Job summary

EY Private Tax seeks a Manager to lead tailored personal and private tax advice for cross-border families. You’ll guide complex planning, compliance, and governance strategies across multijurisdictional structures, delivering high-quality results with a leadership focus.

You will mentor teams, collaborate across rotations, and drive client engagement in a dynamic, global environment offering a hybrid work model and strong advancement potential within EY’s Private Tax practice.

Qualifications

• Bachelor's degree in a related field, plus CPA certification or Bar membership; typically 5+ years in professional services or tax
• Strong estate and wealth planning knowledge, and experience with federal and state personal and trust income tax
• Excellent collaboration and negotiation skills, and the confidence to challenge senior colleagues and stakeholders
• Understanding automated tax processing systems and laws within your area of technical professionalism
• Experience managing budgets and projects
• Bachelor’s degree required; typically 5-6 years relevant experience

Responsibilities

• Lead delivery of tailored tax advice and compliance solutions for complex family and business structures
• Support clients in wealth transfer, succession planning, and governance strategies
• Navigate multijurisdictional cross-border tax matters
• Coach and develop teams while ensuring quality and risk management
• Meet performance objectives and track project status in client service and growth
• Travel may be required to meet client needs

Skills

International Tax

Tax Research

Client trust

Emotional Agility

Leading teams

Managing change

Negotiation

Global Mindset

Education

Bachelor’s degree in related field

CPA or Bar membership

Job description

EY Private Tax seeks a Manager to lead tailored personal and private tax advice for cross-border families. You’ll guide complex planning, compliance, and governance strategies across multijurisdictional structures, delivering high-quality results with a leadership focus.

You will mentor teams, collaborate across rotations, and drive client engagement in a dynamic, global environment offering a hybrid work model and strong advancement potential within EY’s Private Tax practice.