Private Tax Manager: Multijurisdictional Wealth Planning

EY; Tallahassee (FL); On-site; USD 107,000 - 195,000; Full time

Job summary

EY Private Tax Manager in the US leads delivery of tailored tax advice and compliance for private clients, spanning family and business structures. You will work with senior managers and partners to shape strategy and manage complex projects.

The role emphasizes cross-border planning, wealth transfer, governance, coaching junior staff, and building long‑term client relationships while upholding risk and quality. Travel may be required.

Qualifications

• Bachelor's degree in a related field with tax, business or financial planning experience.
• CPA certification or Bar membership is required.
• Strong collaboration and negotiation skills with diverse stakeholders.
• Typically 5–6 years of relevant experience in professional services or tax.
• Willingness to travel as needed.

Responsibilities

• Lead the 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 and cross-border tax matters for private clients.
• Liaise with other service lines and subject matter experts to deliver integrated solutions.
• Build long-term client relationships and communicate complex tax issues clearly.
• Mentor and develop junior professionals while managing project quality and risk.

Skills

Tax compliance

Tax research

Multijurisdictional tax

Data analysis

Team leadership

Education

Bachelor's degree in related field

CPA certification

Bar membership

Tools

RIA

CCH IntelliConnect

OneSource

Lexis Nexis

Job description

EY Private Tax Manager in the US leads delivery of tailored tax advice and compliance for private clients, spanning family and business structures. You will work with senior managers and partners to shape strategy and manage complex projects.

The role emphasizes cross-border planning, wealth transfer, governance, coaching junior staff, and building long‑term client relationships while upholding risk and quality. Travel may be required.