Private Tax Services Manager

EY; Alpharetta (GA); Hybrid; USD 107,000 - 195,000; Full time

Benefits offered by this job

Hybrid work model

Flexible vacation policy

Job summary

EY Private Tax is seeking a Manager to provide personal and private tax advice and compliance support to business owners, families, and owners of private wealth in a balanced hybrid environment within the United States. You will guide cross‑functional teams and oversee complex tax planning and governance strategies for high‑net‑worth clients.

You’ll lead delivery of tailored tax solutions, mentor a multi‑discipline team, and drive client service, risk management, and business growth.

Qualifications

• A bachelor's degree in a related field, supported by significant tax, business or financial planning experience.
• A CPA certification or membership in The Bar.
• 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.
• Experience in 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.
• The role offers the opportunity to guide and supervise professional employees or others to deliver complex technical initiatives, with accountability for performance and results.
• Regular travel may be required to meet client needs, and you’ll actively participate in client working sessions.

Skills

Leadership

Project management

Tax planning

Client service

Communication

Strategic thinking

Coaching and mentoring

Education

Bachelor's degree in a related field

CPA certification

Job description

EY Private Tax is seeking a Manager to provide personal and private tax advice and compliance support to business owners, families, and owners of private wealth in a balanced hybrid environment within the United States. You will guide cross‑functional teams and oversee complex tax planning and governance strategies for high‑net‑worth clients.

You’ll lead delivery of tailored tax solutions, mentor a multi‑discipline team, and drive client service, risk management, and business growth.