Tax Senior Manager – Private Client Services
About The Position
EisnerAmper is seeking a Tax Senior Manager to join its Private Client Services (PCS) practice. The role oversees multiple client engagements and includes business development, marketing, recruitment, and leadership responsibilities. The successful candidate will supervise a team, build client relationships, and work closely with Partners in an entrepreneurial environment focused on exceptional client service and tax expertise. The position oversees tax planning and compliance for ultra-high-net-worth individuals and families, particularly clients in financial services such as hedge funds and private equity. The Tax Senior Manager provides tax planning, consulting, and compliance solutions; reviews complex tax returns; and communicates regularly with clients. The role also involves staff training and supervision, business development, staying current on tax and accounting developments, and collaborating with other tax professionals. Occasional local travel to client locations may be required. The role follows a hybrid working model, with office-location flexibility; Pasadena is listed as the preferred location. EisnerAmper's PCS team serves family-owned and closely held businesses and high-net-worth individuals, helping them pursue short- and long-term financial goals through proactive solutions. The firm describes a collaborative, inclusive culture that supports professional growth and recognizes diversity, teamwork, creativity, and accountability.
Requirements
- Bachelor’s degree in Accounting or an equivalent field.
- At least 10 years of progressive tax experience providing tax compliance and consulting services to high-net-worth individuals.
- At least 8 years of tax compliance experience, with specialization in complex technical individual and business matters.
- Recent public accounting experience.
- CPA or IRS Enrolled Agent certification.
- Strong leadership skills and ability to foster staff professional growth.
- Ability to oversee multiple client engagements efficiently.
- Comprehensive knowledge of hedge fund K-1 treatment and working understanding of trusts, estates, gifts, and charitable entities.
Nice To Haves
- Master’s degree in Taxation or a relevant field.
- Experience acquiring new clients and growing a book of business.
- Experience using CCH Axcess tax software.
Responsibilities
- Supervise a team, foster client relationships, prospect, and contribute to sustainable business development.
- Oversee tax planning and compliance for ultra-high-net-worth individuals and families, especially those in financial services, hedge funds, private equity, and other investment-related sectors.
- Apply knowledge of hedge fund K-1 treatment and working knowledge of trusts, estates, gifts, and charitable entities.
- Engage directly with clients to deliver tax planning, consulting, and compliance solutions.
- Conduct primary reviews of complex tax returns and maintain regular client communication.
- Build and maintain relationships with clients, staff, and external third-party client vendors.
- Train and supervise staff, including reviewing and evaluating their work.
- Solicit new client relationships and participate in client and prospective-client seminars to expand networking opportunities.
- Stay current on tax laws, regulations, and accounting standards and apply new knowledge to client engagements.
- Collaborate with other tax professionals to coordinate efforts, share knowledge, and deliver tax services effectively.
- Hold self and direct reports accountable for achieving developmental goals.
- Occasionally travel locally to client locations as required.
Benefits
- Flexibility to manage workdays in support of work/life balance.
- Hybrid working model and flexibility in office location.
- Employee Resource Groups supporting diversity, equity, and inclusion efforts.
- Professional growth opportunities and pathways.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
