Tax Manager - Private Client Services (PCS)

EisnerAmper•Westwood, MA

1d•Hybrid

About The Position

EisnerAmper is seeking a Senior Tax Manager to join the Private Client Services (PCS) practice. This client-facing position is responsible for providing tax compliance, consulting services, and analyses of financial, gift, estate, and income tax issues for high net-worth individuals and their related businesses. The ideal candidate will be experienced in preparing and reviewing tax returns, researching tax technical topics, and working on tax planning goals. This role involves delegating workflow and collaborating with team members.

Requirements

Certified Public Accountant (CPA)
Bachelor’s degree in taxation and/or accounting
8+ years of experience preferred
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)

Nice To Haves

Master’s Degree in Taxation or relevant field

Responsibilities

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.