Wealth Tax Advisory Manager — Private Wealth & Cross‑Border

EY; Phoenix (AZ); Hybrid; USD 107,000 - 195,000; Full time

Benefits offered by this job

Hybrid work model

Total rewards package

Job summary

EY is seeking a Manager in Wealth Tax Advisory to lead tailored tax advice and compliance for high-net-worth clients and family offices. You will mentor junior professionals, manage engagements, and deepen client relationships across multi-jurisdictional matters.

The role emphasizes experience in estate planning, high-net-worth taxation, and governance, with a hybrid work model and opportunities to advance in a global firm.

Qualifications

• Bachelor's degree with tax, business or financial planning experience.
• CPA certification or Bar membership required.
• Typically 4–6 years of relevant experience.
• Strong understanding of estate and wealth planning and tax matters.

Responsibilities

• Manage and deliver tax advisory and compliance for complex family and business structures.
• Support wealth transfer, succession planning and governance strategies.
• Navigate multi-jurisdictional, cross-border tax matters.
• Lead, coach and review a team of tax professionals.
• Identify risks and opportunities to improve service delivery.

Skills

Quality focus

Risk management

Team leadership

Client service

Problem solving

Education

Bachelor's degree in related field

CPA certification

Bar membership

Job description

EY is seeking a Manager in Wealth Tax Advisory to lead tailored tax advice and compliance for high-net-worth clients and family offices. You will mentor junior professionals, manage engagements, and deepen client relationships across multi-jurisdictional matters.

The role emphasizes experience in estate planning, high-net-worth taxation, and governance, with a hybrid work model and opportunities to advance in a global firm.