Job DescriptionEisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual to provide tax compliance, consulting service and analyses of financial, gift, estate, and income tax issues for high net-worth individuals and their related businesses. An ideal candidate will be experienced preparing and reviewing tax returns, researching tax technical topics and working on tax planning goals. Based in Westwood, MA, this client-facing position is responsible for delegating workflow and collaborating with team members.
What Work You Will be Responsible For:
- Review and prepare federal and multi-state individual and trust tax returns for high net-worth individuals and families
- Research and critically analyze tax technical issues
- Advise and provide guidance on tax planning and compliance matters
- Delegate workflow to staff and see work products to their completion
- Regularly interact with clients and timely respond to their requests/questions
- Correspond and communicate with federal and state taxing authorities regarding nonresident tax withholding, client penalty notices, and other items
- Address ad-hoc needs of clients, including analyses of potential tax implications of transactions, life events, etc.
Basic Qualifications:
- Certified Public Accountant (CPA)
- Bachelor's degree in taxation and/or accounting
- 12+ years of experience
- Prior individual and trust tax preparation experience with high net-worth clients and family offices, including the preparation of multi-state tax returns
- Ability to pursue self-development and collaborate within a team dynamic
- Ability to work well in a fast-paced environment and multi-task
- Thorough knowledge of CCH ProSystem FX and/or CCH Axcess, Excel, and Word
- Professional communication skills, including the ability to communicate clearly and concisely (oral and written)
Preferred/Desired Qualifications:
- Master's Degree in Taxation or relevant field
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.
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Our full-time positions also offer a competitive benefits package that includes:
- Medical, dental, vision, life, and disability insurance
- 401(k) Retirement Plan
- Flexible Spending & Health Savings Account
- Paid holidays, vacation, and sick time
- Employee assistance program and other firm benefits.
Preferred Location:Westwood
