Tax Manager - Private Client Services (PCS)

About the role

EisnerAmper is seeking a Senior Tax Manager 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
• Advise and provide guidance on tax planning and compliance matters
• Delegate workflow to staff and see work products to their completion
• Regularly interact with clients and timely respond to their requests/questions
• Correspond and communicate with federal and state taxing authorities regarding nonresident tax withholding, client penalty notices, and other items
• Address ad-hoc needs of clients, including analyses of potential tax implications of transactions, life events, etc.

Requirements

• Basic Qualifications: Certified Public Accountant (CPA), Bachelor’s degree in taxation and/or accounting, 8+ years of experience preferred, 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)
• Preferred/Desired Qualifications: Master’s Degree in Taxation or relevant field

Qualifications

• Bachelor’s degree in taxation and/or accounting
• 8+ years of experience preferred
• 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)
• Master’s Degree in Taxation or relevant field

Skills

• Strong analytical and problem-solving skills
• Excellent interpersonal and communication skills
• Proficiency in CCH ProSystem FX and/or CCH Axcess, Excel, and Word
• Experience with tax compliance and consulting services
• Ability to work independently and as part of a team

Benefits

• Flexible work schedule
• Work/life balance
• Multiple top “Places to Work” awards
• Mentorship and professional development opportunities
• Comprehensive benefits package

Pay

Competitive salary based on experience and qualifications

Schedule

Full-time, Monday through Friday, with occasional evening and weekend work as needed