Tax Director - Private Client Services (PCS)

About the role

EisnerAmper is seeking a Tax Director to join the Private Client Services (PCS) practice. This client-facing position is responsible for providing tax compliance, consulting services, and analyses of financial, gift, estate, and income tax issues for high net-worth individuals and their related businesses.

Responsibilities

• Review and prepare federal and multi-state individual and trust tax returns for high net-worth individuals and families
• Research and critically analyze tax technical issues
• Advises and provides guidance on tax planning and compliance matters
• Delegates workflow to staff and ensures work products are completed
• Regularly interacts with clients and timely responds to their requests/questions
• Corresponds and communicates with federal and state taxing authorities regarding non-resident tax withholding, client penalty notices, and other items
• Addresses ad-hoc needs of clients, including analyses of potential tax implications of transactions, life events, etc.

Requirements

• Must be a Certified Public Accountant (CPA)
• Bachelor’s degree in taxation and/or accounting
• 12+ years of experience in preparing and reviewing tax returns, researching tax technical topics, and working on tax planning goals
• Prior individual and trust tax preparation experience with high net-worth clients and family offices, including the preparation of multi-state tax returns
• Ability to pursue self-development and collaborate within a team dynamic
• Ability to work well in a fast-paced environment and multi-task
• Thorough knowledge of CCH ProSystem FX and/or CCH Axcess, Excel, and Word
• Professional communication skills, including the ability to communicate clearly and concisely (oral and written)

Qualifications

• Master’s Degree in Taxation or relevant field preferred

Skills

• Strong analytical and problem-solving skills
• Excellent interpersonal and communication skills
• Proficiency with CCH ProSystem FX and/or CCH Axcess, Excel, and Word

Benefits

• Medical, dental, vision, life, and disability insurance
• 401(k) Retirement Plan
• Flexible Spending & Health Savings Account
• Paid holidays, vacation, and sick time
• Employee assistance program and other firm benefits