Wealth Tax Advisory Manager for Private Clients

EY; Cleveland (OH); Hybrid; USD 107,000 - 195,000; Full time

Benefits offered by this job

Medical and dental coverage

Pension and 401(k)

Paid time off

Flexible vacation policy

Job summary

EY is seeking a Manager in Private Tax to lead wealth advisory engagements for high-net-worth individuals and family offices. You will manage tax planning, cross-border matters, and governance strategies while mentoring a team of tax professionals and expanding client relationships.

The role requires 4–6 years of experience, CPA or bar membership, and a strong estate and wealth planning background. The position supports a hybrid work model and a comprehensive Total Rewards package.

Qualifications

• Experience delivering complex tax planning and compliance for high-net-worth individuals and families.
• Strong communication skills for explaining complex tax issues to non-tax professionals.
• Proven ability to lead and develop a tax professional team.

Responsibilities

• Lead delivery of tailored tax advice and compliance for complex family/business structures.
• Support wealth transfer, succession planning, and governance strategies.
• Mentor junior professionals and deepen client relationships.

Skills

Tax compliance

Data analysis

Multijurisdictional tax

Tax research

Team leadership

Education

Bachelor's degree

Job description

EY is seeking a Manager in Private Tax to lead wealth advisory engagements for high-net-worth individuals and family offices. You will manage tax planning, cross-border matters, and governance strategies while mentoring a team of tax professionals and expanding client relationships.

The role requires 4–6 years of experience, CPA or bar membership, and a strong estate and wealth planning background. The position supports a hybrid work model and a comprehensive Total Rewards package.