Private Tax Services Manager: Wealth & Cross-Border Advisory

EY; Cleveland (OH); Hybride; USD 107 000 - 195 000; Plein temps

Avantages offerts par ce poste

Hybrid client service model

Total Rewards package

Pension and 401(k) plans

Paid time off options

Résumé du poste

EY Private Tax is a growing practice offering personal and private tax advisory and compliance support to business owners and high‑net‑worth individuals. You will lead delivery of tailored advice across family structures, governance, and wealth transfer, while developing a high‑performing team and managing cross‑border tax matters.

The role emphasizes leadership, risk management, and client service within a balanced hybrid work environment, with travel as needed and a focus on innovative,

Qualifications

• Bachelor's degree in a related field with significant tax, business or financial planning experience.
• CPA certification or bar admission is required or preferred.
• Typically, 5–6 years of relevant experience in professional services or tax organizations.
• Experience with federal and state personal and trust taxation.
• Experience with flow-through entities (S-Corps, Partnerships, LLCs) and automated tax processing systems.
• Willingness to travel and work in a balanced hybrid environment.
• Proven ability to lead teams, manage engagements, and deliver results.

Responsabilités

• Lead 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 multi-jurisdictional tax issues and cross-border matters.
• Supervise and coach a team of tax professionals, ensuring quality and performance outcomes.
• Develop solutions to complex problems and recommend policy/process improvements.
• Communicate complex tax issues to non-tax professionals and clients.
• Manage engagement economics and identify opportunities for additional services.

Connaissances

Leadership

Tax planning

Risk management

Client service

Cross-border tax

Formation

Bachelor's degree in a related field

CPA certification

Bar admission

Description du poste

EY Private Tax is a growing practice offering personal and private tax advisory and compliance support to business owners and high‑net‑worth individuals. You will lead delivery of tailored advice across family structures, governance, and wealth transfer, while developing a high‑performing team and managing cross‑border tax matters.

The role emphasizes leadership, risk management, and client service within a balanced hybrid work environment, with travel as needed and a focus on innovative,