Private Tax Services Manager — Hybrid Global Impact

EY; Raleigh (NC); Hybrid; USD 107,000 - 195,000; Full time

Job summary

EY is seeking a Manager in Private Tax to advise high‑net‑worth clients and family businesses, focusing on personal and private wealth tax planning and compliance across multiple jurisdictions. You will lead a team delivering tailored advice, governance, and wealth transfer strategies while managing risk and ensuring quality.

The role combines client service with cross‑functional collaboration in a balanced hybrid environment, with opportunities to grow leadership and technical tax knowledge

Qualifications

• Bachelor's degree in a related field with significant tax, business or financial planning experience.
• 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 quality and risk management.
• Experience in continuous process improvement and identifying innovative solutions.

Responsibilities

• Leading the 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 families and cross-border tax matters.
• Coach and develop a team of tax professionals, reviewing work and ensuring knowledge/tools access.
• Identify risks and opportunities to improve services and processes.
• Develop solutions to complex problems and propose policy changes when needed.
• Exercise judgment in selecting methods, techniques, and evaluation criteria.

Skills

Tax planning

Leadership

Client relations

Tax compliance

Education

Bachelor's degree in related field

CPA certification

Bar admission

Job description

EY is seeking a Manager in Private Tax to advise high‑net‑worth clients and family businesses, focusing on personal and private wealth tax planning and compliance across multiple jurisdictions. You will lead a team delivering tailored advice, governance, and wealth transfer strategies while managing risk and ensuring quality.

The role combines client service with cross‑functional collaboration in a balanced hybrid environment, with opportunities to grow leadership and technical tax knowledge