Tax Senior Manager, Private Client Services
EisnerAmper · Owings Mills, MD · 2 wk ago
HybridFinanceFull-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
- 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
Basic 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 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