Private Tax Manager – Wealth & Cross‑Border Strategy

EY; Birmingham (AL); 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 is hiring a Manager in Private Tax to provide personal and private tax advice to business owners and high-net-worth families. You’ll lead tailored planning for family and business structures, support wealth transfer and governance, and navigate multijurisdictional tax matters.

Regular travel and a balanced hybrid work arrangement are expected as you guide a team of tax professionals and deliver high‑quality client service.

Qualifications

• Bachelor's degree in a related field with significant tax, business or financial planning experience.
• CPA certification or Bar membership.
• Typically, no less than 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).
• A thorough understanding of automated tax processing systems.
• Gift, Estate and Trust tax planning and compliance is a plus.
• Willingness to travel as needed, and working in a balanced hybrid environment.
• Demonstrated ability to manage and deliver processes, solutions, and projects while maintaining a focus on quality and risk management.
• Experience in continuous process improvement and identification of innovative solutions through research and analysis.
• Proven ability to guide and supervise others to deliver complex technical initiatives, with accountability for performance and results.
• Depth of expertise in interpreting internal and external issues to recommend quality solutions.
• Track record of meeting performance objectives and metrics in client service, risk management, sales, and business growth.

Responsibilities

• Leading the delivery of tailored tax advice and compliance solutions for complex family and business structures.
• Supporting clients in wealth transfer, succession planning, and governance strategies.
• Navigating the unique challenges of multijurisdictional families and cross-border tax matters.
• Researching tax issues to develop effective tax planning strategies.
• Translating complex data from a range of sources into client‑ready insights and deliverables.
• Building effective long‑term relationships with our clients, understanding their unique needs to provide a tailored service.
• Communicating complex tax issues to non‑tax professionals and clients.
• Maintaining your reputation in your field by constantly updating and sharing your technical and finest practice knowledge.
• Managing, coaching and developing a team of tax professionals, reviewing work and helping to confirm they have the knowledge, tools and opportunities they need to excel.
• Identifying and reacting to risks and opportunities to improve our services and processes.
• Develop solutions to complex problems.
• Recommend changes to policies and establish procedures that affect your immediate work area and possibly the broader business function.
• Exercise judgment in selecting methods, techniques, and evaluation criteria for obtaining results.

Skills

Project management

Leadership

Analytical skills

Client service

Business acumen

Education

Bachelor's degree

CPA

Bar admission

5-6 years experience

Job description

EY is hiring a Manager in Private Tax to provide personal and private tax advice to business owners and high-net-worth families. You’ll lead tailored planning for family and business structures, support wealth transfer and governance, and navigate multijurisdictional tax matters.

Regular travel and a balanced hybrid work arrangement are expected as you guide a team of tax professionals and deliver high‑quality client service.