Private Tax Manager - Wealth & Family Governance

EY; Boca Raton (FL); On-site; USD 120,000 - 180,000; Full time

Job summary

EY’s Private Tax team in the United States seeks a Manager to lead bespoke tax services for privately held businesses and their owners. You will advise on family and wealth matters, governance, and cross‑border issues, while coordinating with partners and other service lines.

You’ll manage complex projects, mentor staff, and travel as needed to serve diverse clients. The role emphasizes delivering high‑quality tax planning and compliance for high‑net-worth families, with opportunities to

Qualifications

• Bachelor’s degree in a related field with tax, business or financial planning experience.
• CPA certification or Bar membership.
• Excellent collaboration and negotiation skills; ability to challenge colleagues.
• Typically 5–6 years of relevant experience in professional services or tax.
• Willingness to travel as needed.

Responsibilities

• Prepare or review federal and state tax returns for U.S. partnerships, including foreign reporting requirements.
• Provide tax research, memoranda drafting, and support for private client advisory services.
• Identify and communicate significant tax matters to Senior Managers.
• Lead teams, coach staff, review work and ensure quality and risk controls.
• Manage multiple processes and projects with focus on delivery and client service.

Skills

Collaboration

Negotiation

Travel willingness

Client service

Communication

Education

Bachelor’s degree

CPA certification

Job description

EY’s Private Tax team in the United States seeks a Manager to lead bespoke tax services for privately held businesses and their owners. You will advise on family and wealth matters, governance, and cross‑border issues, while coordinating with partners and other service lines.

You’ll manage complex projects, mentor staff, and travel as needed to serve diverse clients. The role emphasizes delivering high‑quality tax planning and compliance for high‑net-worth families, with opportunities to