Wealth Tax Advisory Manager - Private Family Office

EY; Detroit (MI); Hybrid; USD 107.000 - 195.000; Vollzeit

Zusammenfassung

EY is seeking a Manager in Private Tax within our Wealth Tax Advisory Practice in the US. You will lead delivery of sophisticated tax planning and compliance for high-net-worth families, advising on estate and wealth matters, governance, and cross-border issues.

You will mentor junior professionals, manage engagements, and grow client relationships in a dynamic, hybrid environment. The role requires a bachelor’s degree in a related field, CPA, 4–6 years of experience, and willingness to travel.

Qualifikationen

• Bachelor's degree in tax, business or financial planning
• CPA certification or bar membership
• 4–6 years of relevant experience
• Strong estate and wealth planning knowledge
• Experience with federal and state personal and trust taxation
• Experience with flow-through entities (S-Corps, Partnerships, LLCs)
• Understanding of automated tax processing systems
• Willingness to travel as needed

Aufgaben

• Lead delivery of tailored tax advice and compliance for complex family and business structures
• Support wealth transfer, succession planning and governance strategies
• Navigate multi-jurisdictional tax matters across cross-border families
• Coach and develop a team of tax professionals
• Identify risks and opportunities to improve services and processes
• Manage engagement economics and budgets and travel as needed

Kenntnisse

Tax strategy

Leadership

Client relationship mgmt

Cross-border tax

Mentoring juniors

Ausbildung

Bachelor's degree

CPA certification

Jobbeschreibung

EY is seeking a Manager in Private Tax within our Wealth Tax Advisory Practice in the US. You will lead delivery of sophisticated tax planning and compliance for high-net-worth families, advising on estate and wealth matters, governance, and cross-border issues.

You will mentor junior professionals, manage engagements, and grow client relationships in a dynamic, hybrid environment. The role requires a bachelor’s degree in a related field, CPA, 4–6 years of experience, and willingness to travel.