Jobs · Customer Service · Maryland

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

EisnerAmper · Owings Mills, MD · 4 days ago
HybridCustomer ServiceFull-time

What It Means to Work for EisnerAmper

You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry.

You will have the flexibility to manage your days in support of our commitment to work/life balance.

You will join a culture that has received multiple top “Places to Work” awards.

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.

Numerous Employee Resource Groups (ERGs) to support our Diversity, Equity, & Inclusion (DE&I) efforts

What Work You Will Be Responsible For

  • 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, 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.

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