Tax Senior Manager, Trust & Estate - Private Client Services (PCS)
EisnerAmper•Iselin, NJ
•Hybrid
About The Position
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.
Requirements
- 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
Nice To Haves
- Master’s Degree in Taxation or relevant field
- Experience using GoSystems or CCH Axcess tax software
Responsibilities
- 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
Benefits
- flexibility to manage your days in support of our commitment to work/life balance
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What This Job Offers
Job Type
Full-time
Career Level
Senior
