Wealth Tax Advisory Manager

EY; Los Angeles (CA); Hybrid; USD 120,000 - 195,000; Full time

Benefits offered by this job

Hybrid work model

Total Rewards package including health

Paid time off

Job summary

EY seeks a Manager in Private Tax within its Wealth Tax Advisory Practice to serve high-net-worth families across the U.S. You will lead complex tax engagements, provide personalized planning and compliance advice, and mentor junior professionals in multi-jurisdictional matters.

As you advance wealth transfer strategies and governance for client families, you’ll collaborate with cross-functional teams and travel as needed to meet engagement needs.

Qualifications

• Bachelor's degree in a related field with tax, business or financial planning experience.
• CPA certification or membership in The Bar.
• Typically, no less than 4 - 6 years relevant experience.
• A thorough understanding of estate and wealth planning.
• Experience with federal and state personal and trust taxation.
• Experience with flow through entities (S-Corps, Partnerships, LLC’s).
• A thorough understanding of automated tax processing systems.
• A commitment to continuing your learning.
• Willingness to travel as needed.

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 the unique challenges of multijurisdictional families and cross-border tax matters.

Job description

EY seeks a Manager in Private Tax within its Wealth Tax Advisory Practice to serve high-net-worth families across the U.S. You will lead complex tax engagements, provide personalized planning and compliance advice, and mentor junior professionals in multi-jurisdictional matters.

As you advance wealth transfer strategies and governance for client families, you’ll collaborate with cross-functional teams and travel as needed to meet engagement needs.