Tax Director, Trust & Estate - Private Client Services (PCS)
About The Position
EisnerAmper is seeking a Tax Director specializing in Trust & Estate to join its Private Client Services (PCS) practice. The role oversees multiple client engagements and requires strong leadership, including fostering the professional growth of staff. It follows a hybrid working model, with New York listed as the preferred location and flexibility in office location. The position oversees tax planning and compliance for individuals, trusts, estates, and related entities; provides tax planning and advisory services; reviews complex tax returns; and maintains client relationships. It also involves staff training and supervision, business development, staying current on tax law and accounting changes, and coordinating with other tax professionals. Occasional local travel to client locations may be required.
Requirements
- Bachelor’s degree in Accounting or an equivalent field.
- 10+ years of tax compliance experience, specializing in individual, fiduciary, estate, and gift taxation.
- Recent public accounting experience.
- CPA or IRS Enrolled Agent certification.
- Strong leadership skills and ability to oversee multiple client engagements and foster staff development.
Nice To Haves
- Master’s degree in Taxation or a relevant field.
- Experience using GoSystems or CCH Axcess tax software.
Responsibilities
- Oversee tax planning and compliance for individuals, trusts, estates, and related entities, ensuring accuracy and compliance with tax laws and regulations.
- Provide tax planning and advisory services, including wealth transfer strategies, charitable planning, and estate planning.
- Conduct 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.
- Train and supervise staff, including reviewing and evaluating their work.
- Solicit new client relationships and participate in client and prospective-client seminars to expand networking opportunities.
- Stay updated on tax laws, regulations, and accounting standards, and apply new knowledge to client engagements.
- Collaborate with other tax professionals to coordinate efforts, share knowledge, and deliver tax services efficiently and effectively.
- Hold self and direct reports accountable for achieving developmental goals.
- Travel locally to client locations occasionally, as required.
Benefits
- Flexibility to manage workdays in support of work/life balance.
- Hybrid working model with flexibility in office location.
- Professional growth opportunities and pathways.
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What This Job Offers
Job Type
Full-time
Career Level
Director
