Private Wealth Tax Advisory Manager

EY

Akron (OH)

Hybrid

USD 107,000 - 195,000

Full time

10 days ago
Application generator

Don’t send a generic resume — generate a resume and cover letter tailored to this exact role.

Get past ATS filters

Benefits offered by this job

Hybrid work model
Comprehensive compensation package
Paid time off

Job summary

EY is seeking a Manager in Private Tax within our Wealth Tax Advisory Practice. You will lead delivery of tailored tax advice and compliance for high-net-worth clients, spanning family structures, estate, trust and gifting matters, while mentoring junior professionals and expanding client relationships across the U.S.

and globally. The role emphasizes cross-border, multi-jurisdictional planning and governance, with a focus on quality, risk, and performance metrics.

Qualifications

  • Bachelor's degree in a related field with tax, business or financial planning experience.
  • CPA certification or bar membership.
  • Typically 4–6 years of relevant experience.
  • Strong knowledge 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.
  • Willingness to travel as needed.

Responsibilities

  • Lead delivery of tailored tax advice and compliance for complex family and business structures.
  • Support wealth transfer, succession planning, and governance strategies.
  • Navigate multijurisdictional cross-border tax matters.
  • Coach and develop a team of tax professionals.
  • Identify risks and opportunities to improve services and processes.

Skills

Process management
Risk management
Leadership
Tax advisory
Wealth planning
Client relations

Education

Bachelor's degree in related field
CPA certification or Bar admission

Job description

EY is seeking a Manager in Private Tax within our Wealth Tax Advisory Practice. You will lead delivery of tailored tax advice and compliance for high-net-worth clients, spanning family structures, estate, trust and gifting matters, while mentoring junior professionals and expanding client relationships across the U.S.

and globally. The role emphasizes cross-border, multi-jurisdictional planning and governance, with a focus on quality, risk, and performance metrics.

Get your free, confidential resume review.
or drag and drop your file here.
Similar jobs

Similar jobs worth comparing

Private Wealth Tax Advisory Manager
Private Wealth Tax Advisory Manager

EY • Des Moines (IA)

Hybrid
USD 107,000 - 195,000
Hybrid work model
Total Rewards package
Paid time off
Private Wealth Tax Advisory Manager
Private Wealth Tax Advisory Manager

EY • Denver (CO)

Hybrid
USD 107,000 - 195,000
Hybrid work model
Flexible vacation policy
Medical and dental coverage
+1
Private Wealth Tax Advisory Manager
Private Wealth Tax Advisory Manager

EY • Indianapolis (IN)

Hybrid
USD 107,000 - 195,000
Hybrid work model
Medical and dental coverage
Pension and 401(k)
+1
Wealth Tax Advisory Manager – Private Family Office
Wealth Tax Advisory Manager – Private Family Office

EY • Pittsburgh

On-site
USD 107,000 - 195,000
Hybrid work model
Flexible vacation policy
Paid holidays
Wealth Tax Advisory Manager – Private Wealth
Wealth Tax Advisory Manager – Private Wealth

EY • Portland (OR)

Hybrid
USD 107,000 - 195,000
Flexible vacation policy
Paid holidays
Pension and 401(k)
Wealth Tax Advisory Manager for Private Clients
Wealth Tax Advisory Manager for Private Clients

EY • Honolulu (HI)

Hybrid
USD 107,000 - 195,000
Hybrid work model
Medical and dental coverage
Pension/401(k) plans
+1
Wealth Tax Advisory Manager - Private Wealth Planning
Wealth Tax Advisory Manager - Private Wealth Planning

EY • Kansas City (MO)

Hybrid
USD 107,000 - 195,000
Wealth Tax Advisory Manager
Wealth Tax Advisory Manager

EY • Irvine (CA)

Hybrid
USD 107,000 - 222,000
Hybrid work model
Total Rewards package
Wealth Tax Advisory Manager for Private Family Wealth
Wealth Tax Advisory Manager for Private Family Wealth

EY • Sacramento (CA)

Hybrid
USD 107,000 - 195,000
Hybrid work model
Flexible vacation policy
Wealth Tax Advisory Manager
Wealth Tax Advisory Manager

EY • Los Angeles (CA)

Hybrid
USD 120,000 - 195,000
Hybrid work model
Total Rewards package including health
Paid time off