Tax Senior Manager – Trust & Estate/High-Net-Worth, Private Client Services

About the role

EisnerAmper is seeking a Tax Senior Manager to join our Private Client Services Trust & Estate / High-Net-Worth team in Minneapolis, MN. This is a targeted opportunity for an experienced tax professional who enjoys advising high-net-worth individuals, families, fiduciaries, trusts, estates, family offices, and closely held business owners on complex tax planning and compliance matters.

Responsibilities

• Supervise, mentor, and develop team members while fostering a collaborative, service-oriented environment.
• Oversee tax planning and compliance for high-net-worth and ultra-high-net-worth individuals, families, fiduciaries, trusts, estates, family offices, and closely held business owners.
• Review complex individual, fiduciary, gift, and estate tax returns.
• Manage a portfolio of clients and act as the primary point of contact in conjunction with the engagement partner and client service team.
• Advise clients on income tax planning, wealth transfer planning, trust and estate matters, charitable giving strategies, and multigenerational family tax considerations.
• Serve as a primary client contact, in partnership with engagement partners and client service teams, providing proactive guidance and building long-term trusted advisor relationships.
• Collaborate with PCS leadership and specialists across tax, advisory, SALT, international tax, and related service areas to deliver integrated planning, consulting, and compliance solutions.
• Build and maintain strong relationships with clients, internal team members, and external advisors, including attorneys, financial advisors, and other third-party client service providers.
• Support the continued growth of the Minneapolis trust and estate / high-net-worth practice through exceptional client service, relationship development, market presence, and business development efforts.
• Participate in client and prospective client meetings, seminars, and networking opportunities to help expand relationships and identify new opportunities.
• Stay current on changes in tax laws, regulations, and accounting standards, and proactively apply new knowledge to client engagements.
• Occasional local travel to client locations may be required.

Requirements

• Bachelor’s Degree in Accounting or equivalent field is required.
• 8+ years of recent (within 2 years) tax compliance and/or tax consulting experience in public accounting or a combination of public accounting and private industry experience.
• Experience preparing and/or reviewing U.S.-based tax returns for individuals, trusts, and estates.
• Experience working with high-net-worth individuals, family groups, closely held businesses, fiduciary returns, or related private client tax matters.
• CPA, JD, or IRS Enrolled Agent certification required.

Preferred/Desired Qualifications

• Experience with trust, estate, gift, and fiduciary tax matters.
• Experience advising high-net-worth or ultra-high-net-worth individuals, family offices, or multigenerational family groups.
• Familiarity with charitable planning, wealth transfer planning, estate planning strategies, or closely held business owner tax planning.
• Experience working directly with attorneys, financial advisors, fiduciaries, and other external client advisors.
• Master’s Degree in Taxation or relevant field, or JD, preferred.
• Experience using GoSystem, CCH Axcess, or similar tax software preferred.