Global Tax CoE - U.S. Private Tax - Manager/Senior Manager

The Opportunity

EY is seeking an experienced U.S. Private Tax Manager or Senior Manager to join our growing private client tax practice.

This role offers the opportunity to advise high-net-worth and ultra-high-net-worth individuals, families, family offices, trustees, entrepreneurs, and owners of privately held businesses on complex U.S. federal, state, local, and cross-border tax matters. The successful candidate will work across advisory, planning, and compliance engagements involving pre-immigration and exit planning, cross-border multi-jurisdictional income tax matters, and cross-border multi-jurisdictional trust, estate, gift, and inheritance tax matters.

Our private tax professionals take a holistic approach to clients’ tax affairs, considering the interaction among personal objectives, family wealth, business ownership, investments, succession, and mobility.

Your Key Responsibilities

Technical Responsibilities

Advise high-net-worth individuals, families, family offices, trustees, entrepreneurs, and privately held businesses on complex U.S. domestic and international tax matters.

Manage a broad range of tax advisory and compliance engagements, including individual, fiduciary, estate, gift, and related tax reporting obligations.

Provide cross-border tax advice to U.S. and non-U.S. clients on residency, expatriation, treaty matters, international investments, and U.S. tax exposure.

Advise on the U.S. tax implications of trusts, foundations, family investment structures, holding companies, partnerships, closely held businesses, and international investment vehicles.

Assist U.S. owners of global businesses and investments with international tax matters, including controlled foreign corporations (CFCs), passive foreign investment companies (PFICs), foreign trusts, tax treaties, and related reporting requirements.

Advise international families, investors, and businesses on the tax considerations of investing in, expanding into, or operating within the United States.

Review complex tax research, technical memoranda, tax returns, and other work product, translating technical issues into practical and actionable recommendations.

Client Leadership

Serve as a trusted advisor to clients and their professional advisors, developing a deep understanding of their family, business, investment, and succession objectives.

Lead client engagements from planning through delivery, including project management, budgeting, staffing, risk management, billing, and quality control.

Lead client meetings, identify planning opportunities, and provide practical solutions aligned with clients' broader personal and commercial goals.

Collaborate with professionals across tax, legal, investment, and other advisory disciplines to deliver seamless cross-border and multidisciplinary advice.

Identify opportunities to deepen client relationships and expand service offerings through proactive, value-added advice.

People Leadership

Lead, coach, and develop junior professionals through technical guidance, review of work product, mentoring, and timely performance feedback.

Foster a collaborative, inclusive, and high-performing team environment focused on technical excellence and client service.

Collaborate with EY U.S. private and international tax teams throughout the entire engagement lifecycle to provide comprehensive value-added advice and solutions to our clients.

Contribute to the growth of the practice through business development, proposal support, thought leadership, internal training, and recruitment initiatives.

Support knowledge sharing and technical development across the team by staying current on legislative, regulatory, and industry developments.

To Qualify for the Role, You Should Have

Approximately five or more years of relevant U.S. tax experience, including meaningful experience managing client engagements and supervising team members.

Substantial experience advising private clients, high-net-worth individuals, families, trusts, estates, family offices, entrepreneurs, or owners of closely held businesses.

Strong technical knowledge in several of the following areas:

U.S. federal individual income taxation

U.S. estate and gift taxation

U.S. domestic and foreign trust taxation

Fiduciary income taxation

Cross-border private client tax planning

U.S. tax residency and domicile

Income, estate, and gift tax treaties

International information reporting

Taxation of closely held businesses and pass-through entities

CFC and PFIC rules

Pre-immigration and expatriation planning

Experience reviewing complex tax returns, technical analyses, research, calculations, and client deliverables.

Demonstrated ability to manage multiple engagements, deadlines, budgets, and stakeholder expectations.

Strong written and verbal communication skills, including the ability to explain complex U.S. tax issues clearly to clients and advisors.

Strong proficiency in Mandarin.

Strong analytical judgment, attention to detail, and commitment to high-quality work.

The ability to work effectively across countries, cultures, time zones, and professional disciplines.

A collaborative working style and demonstrated ability to coach and develop junior team members.

A bachelor’s degree in accounting, finance, law, taxation, business, or another relevant discipline.

Preferred Qualifications

CPA, Enrolled Agent, attorney qualification, Chartered Accountant, or another relevant professional tax or accounting credential.

An advanced degree in taxation or law, such as an MST, MTax, JD, or LLM in Taxation.

Prior experience with a Big Four firm, large public accounting firm, law firm, family office, or specialist private client tax practice.

Experience advising clients with assets, family members, businesses, trusts, or investments across multiple jurisdictions.

Experience contributing to business development, proposals, market-facing initiatives, or technical training.

Skills and Attributes for Success

A client-focused mindset and the ability to become a trusted adviser on sensitive personal, family, and business matters.

Intellectual curiosity and the ability to identify how changes in tax law may affect clients’ structures and planning.

Sound professional judgment and the confidence to develop and support well-reasoned technical positions.

Excellent project-management and organizational skills.

The ability to balance technical accuracy with practical, commercially relevant advice.

A commitment to collaboration, inclusion, professional integrity, and continuous learning.

The ability to remain composed and effective while managing competing priorities in a deadline-driven environment.