EisnerAmper LLP

Tax Manager - Private Client Services (PCS)

EisnerAmper LLP$90K — $130K *
Legal & Accounting
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor’s Degree in Accounting or equivalent field
  • 7+ years of progressive tax experience with high-net-worth individuals
  • 5+ years specializing in complex individual and business tax compliance
  • Recent experience in Public Accounting
  • CPA or IRS Enrolled Agent Certification required

Responsibilities

  • Supervise a team and build strong client relationships
  • Oversee tax planning and compliance for ultra-high net worth individuals
  • Engage directly with clients for innovative tax solutions
  • Review complex tax returns and maintain client communication
  • Train and supervise staff, evaluating their work
  • Foster relationships with clients and external vendors
  • Participate in seminars to expand networking opportunities

Benefits

  • Flexible office location with a hybrid working model
  • Focus on professional growth and development
  • Opportunity to engage with a diverse range of clients
  • Culture of teamwork, creativity, and accountability
  • Access to resources for continuous learning and development
Full Job Description

Job Description

EisnerAmper is seeking a Tax Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with the capacity to efficiently oversee multiple client engagements while also demonstrating proficiency in business development, marketing, and recruitment efforts. Furthermore, the ideal candidate will possess strong leadership skills and the aptitude to foster professional growth within our staff. This position offers flexibility in terms of office location, as EisnerAmper follows a hybrid working model and has offices available in the listed locations below.   

What Work You Will be Responsible For:  

  • Supervise a team, foster strong client relationships, prospect and contribute to the establishment of a sustainable business. The individual will collaborate closely with Partners in an entrepreneurial environment that values exceptional client service and tax expertise. 

  • Responsible for overseeing 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, such as hedge funds, private equity, and other investment-related individuals. 

  • Possess comprehensive knowledge of hedge fund K-1 treatment, as well as a working understanding of trusts, estates, gifts, and charitable entities. 

  • 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 

  • 7+ years of progressive tax experience providing tax compliance and consulting services to high-net-worth individuals 

  • 5+ 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 

About our Private Client Services (PCS) Team:  

The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals. Operating within a culture where we hold each other accountable to our standards of teamwork, creativity, and a genuine care for each other, we not only solve our clients’ problems, but offer proactive solutions for the future.   

As one of the largest and fastest-growing service lines at our firm, we try to make a big group feel smaller. We're known for presenting options and pathways for our employees to grow as professionals. Here, you can not only discover what you’re passionate about, but pursue it.   

Working with businesses of all sizes and across every industry, our typical client is atypical. Because of this, it’s important that we can think like entrepreneurs ourselves to gain a true awareness of our clients and their businesses, along with their unique operational and personal dynamics.   

#LI-MG1

#LI-Hybrid 

Preferred Location:
Philadelphia

About EisnerAmper LLP

EisnerAmper LLP is a professional services firm that provides accounting, tax, and advisory services to clients in a variety of industries. The firm was founded in 1963 and has grown to become one of the largest accounting firms in the United States. EisnerAmper serves clients in a range of industries, including financial services, real estate, technology, and healthcare. The firm is committed to providing exceptional service to its clients and helping them achieve their business goals.
Learn more about EisnerAmper LLP
Size
2,000 employees
Industry
5 Year Trend
+5%
Revenue
$400 million
NASDAQ

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