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EY · 1 day ago

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

New Orleans, LA

Full-time

Hybrid

Mid, Senior Level

$106K/yr - $195K/yr

3+ years exp

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

Growth Opportunities

H1B Sponsor Likely

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

Glassdoor3.8

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

Founded in 1989

London, England, GBR

10001+ employees

http://www.ey.com

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)