Wealth Tax Advisory Manager

EY; Irvine (CA); Hybrid; USD 107,000 - 222,000; Full time

Benefits offered by this job

Hybrid work model

Total Rewards package

Job summary

EY is seeking a Manager in Private Tax within its Wealth Tax Advisory Practice to lead tailored tax advice and compliance for high net worth individuals and families. The role focuses on estate planning, wealth transfer, governance, and cross-border tax matters.

You will mentor professionals, manage engagements, and deepen client relationships while navigating multi-jurisdictional challenges and complex tax structures within a dynamic team.

Qualifications

• Bachelor's degree in tax, business or financial planning experience
• CPA certification or membership in The Bar
• Typically, no less than 4-6 years relevant experience
• 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

Responsibilities

• Lead 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 the multijurisdictional families and cross-border tax matters
• Manage, coach and develop a team of tax professionals, reviewing work and ensuring quality

Skills

Tax Compliance

Data Analysis

Multijurisdictional Tax

Leadership

Client Relations

Education

Bachelor's degree in related field

CPA or Bar membership

Job description

EY is seeking a Manager in Private Tax within its Wealth Tax Advisory Practice to lead tailored tax advice and compliance for high net worth individuals and families. The role focuses on estate planning, wealth transfer, governance, and cross-border tax matters.

You will mentor professionals, manage engagements, and deepen client relationships while navigating multi-jurisdictional challenges and complex tax structures within a dynamic team.