Private Tax Manager: Multijurisdictional & Wealth Planning

EY

Orlando (FL)

On-site

USD 107,000 - 195,000

Full time

14 days+
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Benefits offered by this job

Comprehensive benefits
Flexible work environment

Job summary

EY Private Tax Manager role in the US focuses on delivering tailored tax advice and compliance for high‑growth private companies and family‑owned businesses. You will lead teams, collaborate with partners, and advise on wealth transfer, succession planning, and governance across multi‑jurisdictional structures.

The role emphasizes client service, risk management, and ongoing learning. Travel may be required, and you will progress toward senior management with strong mentorship from experienced

Qualifications

  • Bachelor's degree in a related field, supported by tax, business or financial planning experience.
  • CPA certification or membership in The Bar.
  • Excellent collaboration and negotiation skills across diverse stakeholders.
  • Typically 5–6 years of relevant experience in professional services or professional tax organizations.
  • Willingness to travel as needed.
  • Proven ability to manage complex projects and mentor junior staff.

Responsibilities

  • Lead delivery of tailored tax advice and compliance for complex family and business structures.
  • Support clients in wealth transfer, succession planning, and governance strategies.
  • Navigate multijurisdictional tax matters and cross-border issues.
  • Prepare or review federal and state returns for U.S. partnerships and foreign reporting requirements.
  • Coach and develop a team of tax professionals and ensure quality and risk control.

Skills

Tax expertise
Leadership
Client advisory
Project management
Communication

Education

Bachelor's degree in related field
CPA certification
Bar association membership

Tools

RIA
CCH IntelliConnect
OneSource
BNA
LexisNexis

Job description

EY Private Tax Manager role in the US focuses on delivering tailored tax advice and compliance for high‑growth private companies and family‑owned businesses. You will lead teams, collaborate with partners, and advise on wealth transfer, succession planning, and governance across multi‑jurisdictional structures.

The role emphasizes client service, risk management, and ongoing learning. Travel may be required, and you will progress toward senior management with strong mentorship from experienced

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