Private Wealth Tax Advisory Manager

EY; Denver (CO); Hybrid; USD 107,000 - 195,000; Full time

Benefits offered by this job

Hybrid work model

Flexible vacation policy

Medical and dental coverage

Pension/401(k)

Job summary

EY seeks a Manager in Private Tax to lead sophisticated wealth advisory engagements for high-net-worth families and business owners. You will mentor junior professionals, deliver tailored tax planning and compliance, and advise on wealth transfer, governance, and cross-border matters.

The role emphasizes leadership, client relationship development, and managing multi-jurisdictional issues, with travel as needed. EY offers a hybrid work model and comprehensive benefits.

Qualifications

• Bachelor's degree in a related field, with tax, business or financial planning experience.
• CPA certification or membership in The Bar.
• Typically 4–6 years of relevant experience.
• Strong understanding 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.
• Commitment to ongoing learning and willingness to travel.

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 multijurisdictional and cross-border tax matters.
• Managing, coaching and developing a team of tax professionals.
• Identifying risks and opportunities to improve services and processes.
• Researching tax issues to develop effective tax planning strategies.
• Communicating complex tax issues to non-tax professionals and clients.

Education

Bachelor's degree in a related field

CPA certification

Membership in The Bar

Estate and wealth planning

Federal and state personal and trust taxation

Flow-through entities (S-Corps, Partnerships, LLCs)

Automated tax processing systems

Lead and manage teams

Travel willingness

Job description

EY seeks a Manager in Private Tax to lead sophisticated wealth advisory engagements for high-net-worth families and business owners. You will mentor junior professionals, deliver tailored tax planning and compliance, and advise on wealth transfer, governance, and cross-border matters.

The role emphasizes leadership, client relationship development, and managing multi-jurisdictional issues, with travel as needed. EY offers a hybrid work model and comprehensive benefits.