Tax Senior Manager - Private Client Services

EisnerAmper • San Francisco, CA

4d • Hybrid

About The Position

EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. This role requires an individual capable of efficiently overseeing multiple client engagements, demonstrating proficiency in business development, marketing, and recruitment. The ideal candidate will possess strong leadership skills and the ability to foster professional growth within the staff. This position offers flexibility with a hybrid working model and offices available in multiple locations.

Requirements

• Bachelor’s Degree in Accounting or equivalent field
• 10+ years of progressive tax experience providing tax compliance and consulting services to high-net-worth individuals
• 8+ years of tax compliance, specialization in complex technical individual and business
• Recent Public Accounting experience
• CPA or IRS Enrolled Agent Certification

Nice To Haves

• Master’s Degree in Taxation or relevant field
• Experience acquiring new clients and growing a book of business
• Experience using GoSystems or CCH Axcess tax software

Responsibilities

• Supervise a team, foster strong client relationships, prospect and contribute to the establishment of a sustainable business.
• Collaborate closely with Partners in an entrepreneurial environment that values exceptional client service and tax expertise.
• Oversee tax planning and compliance functions for ultra-high net worth individuals and their families, with a particular emphasis on clients in the financial services sector (hedge funds, private equity, investment-related individuals).
• Possess comprehensive knowledge of hedge fund K-1 treatment, and a working understanding of trusts, estates, gifts, and charitable entities.
• Directly engage with clients to deliver innovative tax planning, consulting, and compliance solutions.
• 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.
• 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
• Culture that has received multiple top “Places to Work” awards
• Numerous Employee Resource Groups (ERGs) to support our Diversity, Equity, & Inclusion (DE&I) efforts

What This Job Offers

• Job Type: Full-time
• Career Level: Senior