Private Tax Manager — Wealth & Estate Advisory (Hybrid)

EY; San Jose (CA); Hybrid; USD 107,000 - 195,000; Full time

Benefits offered by this job

Total Rewards package

Hybrid work model

Flexible vacation policy

Job summary

EY's Wealth Tax Advisory Practice seeks a Manager to join the team, mentoring junior professionals and expanding client relationships. You will deliver personal and private tax advice to high-net-worth individuals, including estate, trust and gift tax planning, and cross-border considerations.

You will guide teams, drive high-quality tax planning, and manage engagement economics while traveling as needed. EY offers a hybrid client-facing model and a comprehensive rewards package.

Qualifications

• Bachelor's degree in a related field with tax, business or financial planning experience.
• CPA certification or membership in The Bar.
• Typically, no less than 4–6 years relevant experience.
• Understanding of estate and wealth planning.
• Experience with federal and state personal and trust taxation.
• Experience with flow through entities (S-Corps, Partnerships, LLCs).
• Understanding of automated tax processing systems.
• Commitment to continuous learning and travel as needed.

Responsibilities

• Lead 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.
• Manage, coach and develop a team of tax professionals and review work.
• Identify risks and opportunities to improve services and processes.

Skills

Tax compliance

Data analysis

Multijurisdictional tax

Team leadership

Client relationship management

Risk management

Business development

Education

Bachelor's degree

CPA or Bar membership

Job description

EY's Wealth Tax Advisory Practice seeks a Manager to join the team, mentoring junior professionals and expanding client relationships. You will deliver personal and private tax advice to high-net-worth individuals, including estate, trust and gift tax planning, and cross-border considerations.

You will guide teams, drive high-quality tax planning, and manage engagement economics while traveling as needed. EY offers a hybrid client-facing model and a comprehensive rewards package.