Private Wealth Tax Advisory Manager

EY; Des Moines (IA); Hybrid; USD 107,000 - 195,000; Full time

Benefits offered by this job

Hybrid work model

Total Rewards package

Paid time off

Job summary

EY is seeking a Manager in Private Tax within our Wealth Tax Advisory Practice in the United States to lead tailored tax advice for high-net-worth clients and families. The role focuses on estates, trusts, and cross-border issues, with mentoring responsibilities for junior professionals.

The position supports wealth transfer, governance, and complex multi-jurisdictional planning while delivering high-quality client service and risk management. A hybrid work model applies.

Qualifications

• Bachelor degree with tax, business or financial planning experience.
• CPA certification or bar membership.
• Typically, 4–6 years relevant experience in tax or wealth planning.
• Experience with estate, trust and gift tax matters.

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.

Skills

Tax planning

Team leadership

Client relations

Research & analysis

Mentoring

Education

Bachelor's degree in related field

CPA certification

Tools

Tax software

Job description

EY is seeking a Manager in Private Tax within our Wealth Tax Advisory Practice in the United States to lead tailored tax advice for high-net-worth clients and families. The role focuses on estates, trusts, and cross-border issues, with mentoring responsibilities for junior professionals.

The position supports wealth transfer, governance, and complex multi-jurisdictional planning while delivering high-quality client service and risk management. A hybrid work model applies.