EisnerAmper LLP

Tax Senior Manager, Trust & Estate - Private Client Services (PCS)

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

Qualifications

  • Bachelor's Degree in Accounting or equivalent needed
  • 8+ years in tax compliance, focusing on individual and fiduciary taxation
  • Recent experience in Public Accounting required
  • CPA or IRS Enrolled Agent Certification mandatory
  • Master's Degree in Taxation preferred
  • Familiarity with GoSystems or CCH Axcess tax software desirable

Responsibilities

  • Oversee tax planning and compliance for clients, ensuring regulatory accuracy
  • Provide expert advisory services on wealth transfer and estate planning
  • Review complex tax returns and maintain client communications
  • Cultivate relationships with clients and third-party vendors
  • Train and supervise staff, mentoring for professional growth
  • Engage in occasional local travel for client meetings
  • Expand client base through networking and seminars
  • Stay updated on tax law changes and apply knowledge to client work
  • Collaborate with tax professionals for efficient service delivery

Benefits

  • Flexible hybrid working model
  • Access to professional growth pathways
  • Collaborative culture with accountability among team members
  • Opportunities to think innovatively and solve client challenges
  • Focus on empowering staff to discover and pursue their passions
Full Job Description
EisnerAmper is seeking a Tax Senior Manager specializing in Trust & Estate to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with the capacity to efficiently oversee multiple client engagements. Furthermore, the ideal candidate will possess strong leadership skills and the aptitude to foster professional growth among our staff. This position offers flexibility in terms of office location, as EisnerAmper follows a hybrid working model and has offices available in the locations listed below. What Work You Will be Responsible For: • Responsible for overseeing tax planning and compliance functions for individuals, trusts, estates, and related entities, ensuring accuracy and compliance with tax laws and regulations. • Provide expert tax planning and advisory services to clients, including wealth transfer strategies, charitable planning, and estate planning. • 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 • 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: • Master's 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 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-AW1 #LI-Hybrid Preferred Location: Iselin

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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