Tax - Business Tax Services - Private Tax - Wealth Tax Advisory - Manager
6 days ago
Senior Manager, Wealth Tax Advisory PracticeAt 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.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 Senior to join our team and work on key engagements, mentor junior professionals, and further deepen client relationships.Position OverviewAs a Manager in our Wealth Tax Advisory Practice, you will play a critical role in delivering high-quality advisory services to high-net-worth individuals (HNWI) and their family offices. You will collaborate closely with senior managers, partners, and engagement teams to lead complex wealth planning projects. This role requires a deep understanding of wealth tax advisory, estate and trust tax, family limited partnerships, and knowledge of flow-through business structures. You will be responsible for managing multiple projects simultaneously while developing and mentoring the next generation of tax professionals in our practice.Key ResponsibilitiesWork 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 strategiesCommunicating complex tax issues to non-tax professionals and clientsManaging, coaching, and developing a team of tax professionals, reviewing work and helping to confirm they have the knowledge, tools, and opportunities they need to excelIdentifying and reacting to risks and opportunities to improve our services and processesTo qualify for the role you must have, including deep experience in one or more technical tax areasA bachelor's degree in a related field, supported by tax, business, or financial planning experienceEligibility for CPA certification or membership in The BarMinimum of 3 years of work experience in professional services or professional tax organizationA thorough understanding of estate and wealth planningExperience with federal and state personal and trust taxationExperience with flow through entities (S-Corps, Partnerships, LLC's)A thorough understanding of automated tax processing systemsA commitment to continuing your learningWillingness to travel as needed, and working in a balanced hybrid environmentIdeally, you'll also haveA proven record in a professional services environmentExperience in coaching and mentoring junior colleaguesAt EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $106,500 to $195,100. The base salary range for New York City Metro Area, Washington State, and California (excluding Sacramento) is $127,700 to $221,700. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills, and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project, or year. Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.Are you ready to shape your future with confidence? Apply today. EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
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Dallas, United States Texas Staffing Full timeSenior Manager, Wealth Tax Advisory PracticeAt 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.The opportunity:Our Wealth Tax Advisory Practice is a rapidly growing and dynamic...
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Dallas, Texas, United States tax Full time $120,000 - $180,000 per yearWhy Ryan?Hybrid Work OptionsAward-Winning CultureGenerous Personal Time Off (PTO) Benefits14-Weeks of 100% Paid Leave for New Parents (Adoption Included)Monthly Gym Membership Reimbursement OR Gym Equipment ReimbursementBenefits Eligibility Effective Day One401K with Employer MatchTuition Reimbursement After One Year of ServiceFertility Assistance...
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Dallas, United States Texas Staffing Full timeSenior Wealth Tax AdvisoryAt 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.The opportunity: Our Wealth Tax Advisory Practice is a rapidly growing and dynamic team, serving...
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Dallas, United States Dallas Staffing Full timeTax Senior Manager EY PrivateAt 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.As an EY Private Tax Senior Manager, with a focus on cross border tax needs of high net worth...
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