Tax Senior Manager - Private Client Services
EisnerAmper•Donaldsonville, LA
•Remote
About The Position
EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. This role involves overseeing multiple client engagements while demonstrating proficiency in business development, marketing, and recruitment. The ideal candidate will possess strong leadership skills and the aptitude to foster professional growth within the staff. The role focuses on providing tax planning and compliance services for ultra-high net worth individuals and their families, requiring expertise in hedge fund K-1 treatment, trusts, estates, gifts, and charitable entities.
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 returns.
- Recent Public Accounting experience.
- CPA or IRS Enrolled Agent Certification.
Nice To Haves
- Master’s Degree in Taxation or relevant field.
- Experience using GoSystems or CCH Axcess tax software.
- Experience acquiring new clients and growing a book of business.
Responsibilities
- Supervise a team, foster strong client relationships, and collaborate closely with Partners in an entrepreneurial environment.
- Oversee tax planning and compliance functions for ultra-high net worth individuals and their families.
- Ensure consistent application of tax law and firm standards, particularly concerning hedge fund K-1 treatment, trusts, estates, gifts, and charitable entities.
- Perform primary review of complex tax returns to ensure technical accuracy and minimize rework.
- Serve as a primary client contact, delivering proactive tax planning insights and supporting meetings.
- Monitor engagement budgets, realization, and team utilization to improve performance and profitability.
- Cultivate and nurture relationships with clients, internal teams, and external stakeholders.
- Provide coaching, training, and real-time feedback to staff; support recruiting, onboarding, and performance evaluation efforts.
- Leverage tax technology and process improvements to enhance service efficiency.
- Actively participate in business development efforts and expand client relationships.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
Upload and Match Resume
What This Job Offers
Job Type
Full-time
Career Level
Senior
