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 position offers flexibility in terms of office location and includes supervising a team, fostering strong client relationships, prospecting, and contributing to business development.

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.

Qualifications

• Bachelor’s Degree in Accounting or equivalent field is required.
• 8+ years of tax compliance experience, specializing 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.