Wealth Tax Strategy Manager

EY; Los Angeles (CA); On-site; USD 128,000 - 222,000; Full time

Job summary

EY's Wealth Tax Advisory practice seeks a Manager to lead engagements, mentor professionals, and deepen client relationships for high-net-worth families and private wealth structures. You will provide personal and private tax advice, governance guidance, and multi-jurisdictional planning, including estate, trust, and gift tax matters.

You will oversee delivery teams, ensure quality, and leverage deep tax knowledge to optimize client outcomes, with travel as needed.

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.
• Experience with estate and wealth planning and with federal/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.

Responsibilities

• Lead the delivery of tailored tax advice and compliance solutions for complex family and business structures.
• Support clients in wealth transfer, succession planning, and governance strategies.
• Navigate cross-border multijurisdictional tax matters for high-net-worth individuals and families.
• Guide and supervise a team of tax professionals, reviewing work and developing talent.
• Identify risks and opportunities to improve services and processes.

Skills

Tax planning

Wealth transfer

Cross-border tax

Team leadership

Education

Bachelor's degree in related field

CPA certification

Membership in The Bar

Job description

EY's Wealth Tax Advisory practice seeks a Manager to lead engagements, mentor professionals, and deepen client relationships for high-net-worth families and private wealth structures. You will provide personal and private tax advice, governance guidance, and multi-jurisdictional planning, including estate, trust, and gift tax matters.

You will oversee delivery teams, ensure quality, and leverage deep tax knowledge to optimize client outcomes, with travel as needed.