Tax Manager or Senior Manager - Private Client Services (PCS)

About the role

EisnerAmper is seeking a Tax Manager or Senior Manager to join the Private Client Services (PCS) practice. The ideal candidate will demonstrate proficiency in business development, marketing, and recruitment efforts, and possess strong leadership skills.

Responsibilities

• Supervise a team, foster strong client relationships, prospect and contribute to the establishment of a sustainable business.
• Collaborate closely with Partners in an entrepreneurial environment that values exceptional client service and tax expertise.
• Oversee tax planning and compliance functions for ultra-high net worth individuals and their families, with a particular emphasis on clients in the financial services sector.
• Directly engage with clients to deliver innovative tax planning, consulting, and compliance solutions.
• Take on the primary review of complex tax returns and maintain regular communication with clients.
• Cultivate and nurture relationships with clients, staff members, and external third-party client vendors.
• Provide training and supervision to staff members, including reviewing and evaluating their work.
• Stay updated on changes in tax laws, regulations, and accounting standards, and proactively apply new knowledge to client engagements.
• Collaborate with other tax professionals within the firm to coordinate efforts, share knowledge, and ensure efficient and effective delivery of tax services.
• Hold self and direct reports responsible for achieving developmental goals.

Requirements

• Bachelor’s Degree in Accounting or equivalent field is required.
• 5+ years of progressive tax experience providing tax compliance and consulting services to high-net-worth individuals.
• 3+ years of tax compliance, specialization in complex technical individual and business CPA or IRS Enrolled Agent Certification required.

Preferred/Desired Qualifications

• Master’s Degree in Taxation or relevant field.
• Experience acquiring new clients and growing a book of business.
• Experience using GoSystems or CCH Axcess tax software.

Benefits

We believe that great work is accomplished when cultures, ideas, and experiences come together to create new solutions. We understand that embracing our differences is what unites us as a team and strengthens our foundation. Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work.

Pay

The salary range for this position is $80,000 - $120,000 annually, commensurate with experience.

Schedule

This position offers flexibility in terms of office location, as EisnerAmper follows a hybrid working model and has offices available in the listed locations below.

What Work You Will Be Responsible For

Supervise a team, foster strong client relationships, prospect and contribute to the establishment of a sustainable business. The individual will collaborate closely with Partners in an entrepreneurial environment that values exceptional client service and tax expertise. Responsible for overseeing tax planning and compliance functions for ultra-high net worth individuals and their families, with a particular emphasis on clients in the financial services sector, such as hedge funds, private equity, and other investment-related individuals. Possess knowledge of hedge fund K-1 treatment, as well as a working understanding of trusts, estates, gifts, and charitable entities. Directly engage with clients to deliver innovative tax planning, consulting, and compliance solutions. Take on the primary review of complex tax returns and maintain regular communication with clients. Cultivate and nurture relationships with clients, staff members, and external third-party client vendors. Provide training and supervision to staff members, including reviewing and evaluating their work. Stay updated on changes in tax laws, regulations, and accounting standards, and proactively apply new knowledge to client engagements. Collaborate with other tax professionals within the firm to coordinate efforts, share knowledge, and ensure efficient and effective delivery of tax services. Hold self and direct reports responsible for achieving developmental goals.

Basic Qualifications

• Bachelor’s Degree in Accounting or equivalent field is required.
• 5+ years of progressive tax experience providing tax compliance and consulting services to high-net-worth individuals.
• 3+ years of tax compliance, specialization in complex technical individual and business CPA or IRS Enrolled Agent Certification required.

Preferred/Desired Qualifications

• Master’s Degree in Taxation or relevant field.
• Experience acquiring new clients and growing a book of business.
• Experience using GoSystems or CCH Axcess tax software.