Tax Senior Manager - Private Client Services

About the role

EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. The role involves supervising a team, fostering strong client relationships, prospecting, contributing to business development, and delivering tax planning and compliance services to ultra-high net worth individuals and families, particularly those in the financial services sector.

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 focus 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.
• Occasional local travel to clients' locations may be required.
• Actively solicit new client relationships and participate in client/potential client seminars to expand networking opportunities.
• 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.
• 10+ years of progressive tax experience providing tax compliance and consulting services to high-net-worth individuals.
• 8+ years of tax compliance, specialization in complex technical individual and business.
• Recent Public Accounting experience.
• CPA or IRS Enrolled Agent Certification, or JD 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.

Qualifications

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

Pay

The salary range for this position is $120,000 - $150,000 annually, commensurate with experience.

Schedule

This is a full-time position with a flexible hybrid work schedule.

Benefits

We offer a comprehensive benefits package including health insurance, retirement plans, paid time off, and more.