Wealth Tax Advisory Manager for Private Clients

EY; Honolulu (HI); Hybrid; USD 107,000 - 195,000; Full time

Benefits offered by this job

Hybrid work model

Medical and dental coverage

Pension/401(k) plans

Paid time off

Job summary

EY in the United States is seeking a Manager in Wealth Tax Advisory to lead tailored tax advice and compliance for high-net-worth families and their enterprises. You will mentor junior professionals, manage engagements, and deepen client relationships across multijurisdictional matters.

Responsibilities include wealth transfer planning, complex estate, trust and gift tax returns, cross-border structuring, and driving process improvements while maintaining risk and quality standards.

Qualifications

• Bachelor's degree required with tax, business or financial planning experience.
• CPA certification or Bar membership.
• Typically, 4–6 years relevant experience.
• Thorough 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 continuous 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 multijurisdictional families and cross-border tax matters.
• Work on wealth advisory engagements, including sophisticated tax planning and structuring advice, including complex estate, trust and gift tax returns to high-net-worth clients and family offices.
• Researching tax issues to develop effective tax planning strategies
• Communicating complex tax issues to non-tax professionals and clients
• Managing, coaching and developing a team of tax professionals, reviewing work and helping to confirm they have the knowledge, tools and opportunities they need to excel
• Identifying and reacting to risks and opportunities to improve our services and processes
• Regular travel may be required to meet client needs
• Participating in client working sessions on a daily basis.

Skills

Leadership

Tax planning

Cross-functional collaboration

Mentoring

Risk management

Education

Bachelor's degree in a related field

CPA certification or Bar membership

Job description

EY in the United States is seeking a Manager in Wealth Tax Advisory to lead tailored tax advice and compliance for high-net-worth families and their enterprises. You will mentor junior professionals, manage engagements, and deepen client relationships across multijurisdictional matters.

Responsibilities include wealth transfer planning, complex estate, trust and gift tax returns, cross-border structuring, and driving process improvements while maintaining risk and quality standards.