Wealth Tax Advisory Manager - Private Tax (Cross-Border)

EY; Seattle (WA); Hybrid; USD 107,000 - 222,000; Full time

Benefits offered by this job

Hybrid work model

Medical and dental coverage

Pension and 401(k)

Paid time off

Job summary

EY's Wealth Tax Advisory Practice is seeking a Manager to join our team and lead engagements for high-net-worth families. You will mentor junior professionals and deepen client relationships while delivering tailored tax advice and compliance across multijurisdictional structures.

You will manage wealth transfer, estate planning, and cross-border matters, coach staff, research tax issues, and communicate complex topics to clients.

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, LLCs).
• A thorough understanding of automated tax processing systems.
• A commitment to continuing your learning.
• Willingness to travel as needed.

Responsibilities

• Lead tailored tax advice and compliance for complex family and business structures.
• Support wealth transfer, succession planning, and governance strategies.
• Navigate multijurisdictional families and cross-border tax matters.
• Research tax issues to develop effective tax planning strategies.
• Communicate complex tax issues to non-tax professionals and clients.
• Coach and develop a team of tax professionals, reviewing work and ensuring capabilities.
• Identify risks and opportunities to improve services and processes.
• Attend client working sessions and travel as needed.

Skills

Process improvement

Risk management

Team leadership

Client service

Tax knowledge

Cross-border tax

Research & analysis

Communication

Education

Bachelor's degree

CPA/Bar

4-6 years experience

Tools

Automated tax systems

Job description

EY's Wealth Tax Advisory Practice is seeking a Manager to join our team and lead engagements for high-net-worth families. You will mentor junior professionals and deepen client relationships while delivering tailored tax advice and compliance across multijurisdictional structures.

You will manage wealth transfer, estate planning, and cross-border matters, coach staff, research tax issues, and communicate complex topics to clients.