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

EY•San Diego, CA

4d•$106,500 - $221,700•Hybrid

About The Position

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

Requirements

A bachelor's degree in a related field, supported by tax, business or financial planning experience
CPA certification or membership in The Bar
Typically, no less than 4 - 6 years relevant experience.
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
Tax Compliance and Reporting Requirements
Data Analysis and Interpretation
Multijurisdictional Corporate and Personal Tax Structures
Organizational and Taxation Structure Design
Accounting Principles and Standards
Tax Research and Analysis
Tax Memo, Report, and Letter Writing
Application and Tool Analysis
Building and managing relationships
Leading teams

Nice To Haves

A proven record in a professional services environment
Experience in coaching and mentoring junior colleagues
Experience leading workstream delivery and tracking project status.
Ability to implement resource plans and budgets for complex initiatives.
Experience managing engagement economics and identifying opportunities for additional services.
Exposure to leading RFP responses and participating in client working sessions.

Responsibilities

Effectively manage and deliver one or more processes, solutions, and projects, with a strong focus on quality and risk management.
Continuous process improvement, identifying innovative solutions through research and analysis, and applying best practices.
Guide and supervise professional employees or others to deliver complex technical initiatives, with accountability for performance and results.
Apply 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.
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.
Research tax issues to develop effective tax planning strategies.
Communicate complex tax issues to non-tax professionals and clients.
Manage, coach and develop a team of tax professionals, reviewing work and helping to confirm they have the knowledge, tools and opportunities they need to excel.
Identify and react to risks and opportunities to improve our services and processes.