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 ideal candidate will demonstrate proficiency in business development, marketing, and recruitment efforts, possess strong leadership skills, and foster professional growth within our staff.

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.
• 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.

Qualifications

• Bachelor’s Degree in Accounting or equivalent field is required.
• 8+ years of tax compliance, specialization in individual, fiduciary, estate and gift taxation.
• Recent Public Accounting experience.
• CPA or IRS Enrolled Agent Certification required.
• Master’s Degree in Taxation or relevant field preferred.
• Experience using GoSystems or CCH Axcess tax software preferred.