Wealth Tax Advisory Manager - Private Wealth

EY

Salt Lake City (UT)

Hybrid

USD 107,000 - 195,000

Full time

14 days+

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Benefits offered by this job

Hybrid work model
Medical and dental coverage
Paid time off

Job summary

EY’s Wealth Tax Advisory Practice seeks a Manager to join and lead engagements, mentor junior professionals, and deepen client relationships for high-net-worth families and their enterprises. You will advise on personal and private tax matters, family governance, and cross-border issues, guiding complex wealth structures and delivering tailored compliance solutions.

The role requires CPA certification, 4–6 years of relevant experience, and willingness to travel.

Qualifications

  • Bachelor's degree in a related field with tax, business or financial planning experience.
  • CPA certification or membership in The Bar.

Responsibilities

  • Lead delivery of tailored tax advice and compliance solutions for complex family and business structures.
  • Support clients in wealth transfer, succession planning, and governance strategies.
  • Research tax issues to develop effective tax planning strategies.
  • Communicate complex tax issues to non-tax professionals and clients.
  • Manage, coach and develop a team of tax professionals.

Skills

Wealth tax experience
Leadership
Client relations
Cross-border tax
Tax advisory

Education

CPA certification
Bachelor's degree in related field

Tools

Tax software
Tax research tools

Job description

EY’s Wealth Tax Advisory Practice seeks a Manager to join and lead engagements, mentor junior professionals, and deepen client relationships for high-net-worth families and their enterprises. You will advise on personal and private tax matters, family governance, and cross-border issues, guiding complex wealth structures and delivering tailored compliance solutions.

The role requires CPA certification, 4–6 years of relevant experience, and willingness to travel.

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