EisnerAmper LLP

Tax Senior Manager - Private Client Services

EisnerAmper LLP$100K — $130K *
Legal & Accounting
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's Degree in Accounting or equivalent field
  • 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 with GoSystems or CCH Axcess tax software is a plus

Responsibilities

  • Supervise a team and build strong client relationships
  • Oversee tax planning and compliance for high net worth clients, especially in financial services
  • Utilize knowledge of hedge fund K-1 treatment and trusts, estates, gifts, and charities
  • Engage directly with clients to provide innovative tax solutions
  • Review complex tax returns and maintain client communication
  • Nurture relationships with clients, staff, and third-party vendors
  • Provide training and supervision while evaluating staff work

Benefits

  • Hybrid working model with flexible office locations
  • Opportunities for professional growth and development
  • Collaboration within a supportive team environment
  • Proactive solutions for clients' financial goals
  • Accountability to teamwork and creativity standards
Full Job Description

Job Description

EisnerAmper is seeking a Tax Senior 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:
  • Bachelor27s 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

Preferred/Desired Qualifications:
  • Master27s Degree in Taxation or relevant field

  • 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 clients27 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. We27re known for presenting options and pathways for our employees to grow as professionals. Here, you can not only discover what you27re passionate about, but pursue it.

Working with businesses of all sizes and across every industry, our typical client is atypical. Because of this, it27s 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-TW1

#LI-Hybrid

Preferred Location:
New Orleans

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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