EisnerAmper LLP

Tax Senior Manager - Private Client Services

EisnerAmper LLP$120K — $150K *
Legal & Accounting
8 - 10 years of experience
Job Overview by Ladders

Qualifications

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

Responsibilities

  • Supervise a team and foster strong client relationships
  • Oversee tax planning and compliance for ultra-high net worth individuals
  • Demonstrate knowledge of hedge fund K-1 treatment and trusts
  • Engage directly with clients to provide tax solutions
  • Review complex tax returns and maintain client communication
  • Cultivate relationships with clients and team members
  • Train and supervise staff to ensure quality work

Benefits

  • Flexibility to manage your days for work/life balance
  • Join a culture recognized as a top 'Place to Work'
  • Numerous Employee Resource Groups for Diversity, Equity, and Inclusion
  • Opportunity to work within a fast-growing firm
  • Access to career development and professional growth opportunities
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:

  • Bachelor’s Degree in Accounting or equivalent field is required

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

  • 8+ 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

#LI-MA1

#LI-Hybrid

Preferred Location:
San Francisco

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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