Private Tax Manager - Cross-Border Wealth Planning

EY; San Mateo (CA); Hybrid; USD 139,000 - 242,000; Full time

Benefits offered by this job

Hybrid work model

Medical and dental coverage

401(k)

Job summary

EY Private is a growing practice within EY, delivering complex cross-border tax planning and compliance for multi-jurisdictional families. You will lead delivery of tailored tax advice and manage teams across borders in a high-expectation environment.

This Manager role emphasizes building client relationships, driving governance strategies, and advancing professional leadership, with EY providing hybrid work and broad opportunities for growth and impact.

Qualifications

• A bachelor’s degree in a related field with CPA or bar membership.
• Significant tax experience in professional services or a tax organization.
• Strong collaboration and negotiation skills across diverse backgrounds.
• Experience with automated tax processing systems and laws in your area of expertise.
• Experience managing budgets and projects.

Responsibilities

• Lead delivery of tailored tax advice and compliance for complex cross-border families.
• Support wealth transfer, succession planning, and governance strategies.
• Guide and supervise professionals to deliver complex tax initiatives.
• Interact with rotators from domestic and international teams and drive client engagements.
• Translate complex data into client-ready insights and deliverables.

Skills

International Tax Planning

Tax Research and Analysis

Leading teams

Executive presence

Business development

Tax advisory

Education

Bachelor's degree in related field

CPA certification

Job description

EY Private is a growing practice within EY, delivering complex cross-border tax planning and compliance for multi-jurisdictional families. You will lead delivery of tailored tax advice and manage teams across borders in a high-expectation environment.

This Manager role emphasizes building client relationships, driving governance strategies, and advancing professional leadership, with EY providing hybrid work and broad opportunities for growth and impact.