Tax Manager - Private Client Services

EisnerAmper•San Francisco, CA

19h•Hybrid

About The Position

EisnerAmper is seeking a Tax Manager for its Private Client Services (PCS) practice. The role oversees multiple client engagements and involves reviewing complex tax returns, managing staff, conducting research, and supporting the professional growth of associates and seniors. The position works with individuals, partnerships, corporations, and other entities, with an emphasis on accurate, compliant tax work and responsive client service. The Tax Manager builds and maintains client relationships, develops an understanding of clients’ businesses, and ensures assigned work is completed accurately and on schedule. The role also contributes to business development, collaborates with other tax professionals, and stays current on tax laws, regulations, and accounting standards. The position follows EisnerAmper’s hybrid working model; San Francisco is listed as the preferred location. The Private Client Services team serves family-owned and closely held businesses and high-net-worth individuals, offering solutions for their financial goals. The team works with clients across industries and encourages employees to develop professionally and pursue areas of interest.

Requirements

Bachelor’s degree in Accounting or an equivalent field.
At least 4 years of tax compliance and/or tax consulting experience in public accounting or a public accounting/corporate mix.
CPA or IRS Enrolled Agent certification.

Nice To Haves

Master’s degree in Taxation or a relevant field.
Experience using GoSystems or CCH Axcess tax software.

Responsibilities

Train, supervise, and support the ongoing development of associates and seniors.
Prepare and review tax returns for individuals, partnerships, corporations, and other entities, ensuring accuracy and compliance with applicable tax laws and regulations.
Build impactful client relationships and maintain relationships with firm leadership.
Develop and share specialized knowledge aligned with firm niches, initiatives, and needs.
Ensure accurate time and billing for self and team.
Develop a working knowledge of clients’ businesses, complete assigned tasks, and meet client deadlines.
Solicit new client relationships and participate in client and prospective-client seminars to expand networking opportunities.
Stay current on changes in tax laws, regulations, and accounting standards and apply new knowledge to client engagements.
Collaborate with other tax professionals to coordinate work, share knowledge, and deliver tax services efficiently and effectively.
Hold self and direct reports accountable for achieving developmental goals.
Mentor and coach junior team members.
Participate in training and professional development activities to enhance technical knowledge and industry-specific expertise.