Private Tax Manager - Wealth & Cross-Border Advisory

EY; Boca Raton (FL); Hybrid; USD 107,000 - 195,000; Full time

Benefits offered by this job

Medical and dental coverage

Pension and 401(k)

Paid time off

Job summary

EY Private Tax is seeking a Manager who will provide personal and private tax advice to business owners and high‑net‑worth individuals. The role focuses on family governance, wealth transfer, and cross‑border matters, with leadership across a team and client-facing delivery.

You’ll manage complex tax planning and compliance for multi‑jurisdictional families, coach staff, and drive continuous improvement while working in a hybrid environment. Travel may be required.

Qualifications

• Bachelor's degree in a related field with significant tax, business or financial planning experience
• CPA certification or membership in The Bar
• Typically, 5–6 years relevant experience
• Experience in professional services or professional tax organization
• Experience with federal and state personal and trust taxation
• Experience with flow through entities (S-Corps, Partnerships, LLCs)
• Strong understanding of automated tax processing systems
• Experience with Gift, Estate and Trust tax planning is a plus
• Willingness to travel and work in a balanced hybrid environment
• Demonstrated ability to manage and deliver processes, solutions, and projects with quality and risk focus
• Experience in continuous process improvement and innovative solutions

Responsibilities

• Leading delivery of tailored tax advice and compliance solutions for complex family and business structures
• Supporting wealth transfer, succession planning, and governance strategies
• Navigating multi‑jurisdictional and cross‑border tax matters
• Guide and supervise professionals to deliver complex technical initiatives
• Meet performance objectives and metrics in client service, risk management, and growth
• Travel to meet client needs and participate in client sessions

Skills

Project leadership

Analytical skills

Commercial acumen

Leading teams

Coaching and mentoring

Education

Bachelor's degree in related field

CPA or Bar membership

Tools

Automated tax processing systems

Job description

EY Private Tax is seeking a Manager who will provide personal and private tax advice to business owners and high‑net‑worth individuals. The role focuses on family governance, wealth transfer, and cross‑border matters, with leadership across a team and client-facing delivery.

You’ll manage complex tax planning and compliance for multi‑jurisdictional families, coach staff, and drive continuous improvement while working in a hybrid environment. Travel may be required.