Tax - Business Tax Services - Private Tax - Wealth Tax Advisory - Manager jobs in United States
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EY ยท 22 hours ago

Tax - Business Tax Services - Private Tax - Wealth Tax Advisory - Manager

EY is a globally connected powerhouse of diverse teams, and they are seeking a Manager in their Wealth Tax Advisory practice. This role involves delivering high-quality advisory services to high-net-worth individuals and their family offices, managing multiple projects, and mentoring junior professionals.

AccountingAdviceBusiness IntelligenceConsultingFinancial ServicesProfessional Services
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

Work on wealth advisory engagements, including sophisticated tax planning and structuring advice, including complex estate, trust and gift tax returns to high-net-worth clients and family offices
Researching tax issues to develop effective tax planning strategies
Communicating complex tax issues to non-tax professionals and clients
Managing, coaching and developing a team of tax professionals, reviewing work and helping to confirm they have the knowledge, tools and opportunities they need to excel
Identifying and reacting to risks and opportunities to improve our services and processes

Qualification

Wealth tax advisoryEstateTrust taxFlow-through entitiesFederalState taxationAutomated tax processingCoachingResearching tax issuesMentoringCommunication skillsProject management

Required

A bachelor's degree in a related field, supported by tax, business or financial planning experience
Eligibility for CPA certification or membership in The Bar
Minimum of 3 years of work experience in professional services or professional tax organization
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, LLC's)
A thorough understanding of automated tax processing systems
A commitment to continuing your learning
Willingness to travel as needed, and working in a balanced hybrid environment

Preferred

A proven record in a professional services environment
Experience in coaching and mentoring junior colleagues

Benefits

Medical and dental coverage
Pension and 401(k) plans
Wide range of paid time off options
Flexible vacation policy
Designated EY Paid Holidays
Winter/Summer breaks
Personal/Family Care
Other leaves of absence when needed to support your physical, financial, and emotional well-being

Company

EY is building a better working world by creating new value for clients, people, society, the planet, while building trust in the capital markets.

H1B Sponsorship

EY has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (10242)
2024 (9877)
2023 (10966)
2022 (9394)
2021 (5652)
2020 (8849)

Funding

Current Stage
Late Stage

Leadership Team

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Jonathan Williamson
Chief Operating Officer
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Abhishek Sen
Partner
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Company data provided by crunchbase