Tax Manager - Private Client Services
About The Position
EisnerAmper is seeking a Tax Manager to join its Private Client Services (PCS) practice. The role oversees multiple client engagements and includes reviewing complex tax returns, managing staff, conducting research, and fostering the professional growth of associates and seniors. The position supports individuals, family-owned and closely held businesses, and other clients with tax compliance and consulting services. The firm follows a hybrid working model, with office locations available; the preferred location is La Jolla. The PCS team serves high-net-worth individuals and businesses, helping clients meet short- and long-term financial goals through proactive solutions. The role calls for understanding clients’ businesses and their operational and personal dynamics, building strong client relationships, and collaborating with colleagues to deliver tax services. The Tax Manager is also expected to develop technical and industry-specific expertise and contribute to the growth of the team and client base.
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 relationships with clients and maintain relationships with firm leadership.
- Develop and share specialized knowledge aligned with firm niches, initiatives, and needs.
- Ensure accurate time and billing for oneself and the 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 oneself and direct reports accountable for achieving developmental goals.
- Mentor and coach junior team members.
- Participate in training programs and professional development activities to enhance technical knowledge and industry-specific expertise.
Benefits
- Flexibility to manage workdays in support of work/life balance.
- Hybrid working model.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Manager
