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

Location: Los Angeles, Akron, Charleston, Cleveland, Columbus, Des Moines, Detroit, Grand Rapids, Indiannapolis, Kansas City, Milwaukee, Minneapolis, Pittsburgh, St. Louis, Toledo, Portland, Sacramento, Salt Lake City, San Francisco, San Jose, San Mateo, Seattle, Denver, Honolulu, Irvine, Las Vegas, Phoenix, San Diego   At EY, we’re all in to shape your future with confidence.    We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go.  Join EY and help to build a better working world.

Will you shape the future or will the future shape you?   The opportunity Our Wealth Tax Advisory Practice is a rapidly growing and dynamic team, serving premier families and their enterprises across the U.S. and globally. We provide bespoke wealth advisory services, including estate planning, structuring, and transactional advisory, to some of the most influential clients. As we continue to expand, we are looking for a Manager to join our team and work on key engagements, mentor junior professionals, and further deepen client relationships.   As a Manager in Private Tax, you will be at the forefront of providing personal and private tax advice and compliance support to business owners, business-owning families, and owners of private wealth. You’ll advise on matters involving family, business entities, and private wealth management, including High Net Worth Individuals’ personal business matters, family and business governance, wealth transfer succession, family constitutions, and cross-border multijurisdictional families. Key responsibilities include:

Leading the delivery of tailored tax advice and compliance solutions for complex family and business structures. Supporting clients in wealth transfer, succession planning, and governance strategies. Navigating the unique challenges of multijurisdictional families and cross-border tax matters

Your key responsibilities The core purpose of this role is to effectively manage and deliver one or more processes, solutions, and projects, with a strong focus on quality and risk management. You will be responsible for continuous process improvement, identifying innovative solutions through research and analysis, and applying best practices. The role offers the opportunity to guide and supervise professional employees or others to deliver complex technical initiatives, with accountability for performance and results. You’ll apply your depth of expertise to interpret internal and external issues, recommend quality solutions, and meet performance objectives and metrics in client service, risk management, sales, and business growth. Regular travel may be required to meet client needs, and you’ll actively participate in client working sessions on a daily basis

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

Skills and attributes for success Success in this role will be driven by your ability to manage complex projects, deliver high-quality solutions, and lead teams with broad visibility. Your analytical skills, commercial acumen, and ability to drive outcomes will set you apart.

Demonstrated ability to manage and deliver processes, solutions, and projects while maintaining a focus on quality and risk management. Experience in continuous process improvement and identification of innovative solutions through research and analysis. Proven ability to