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 contributes to business development, marketing, and recruitment. The Senior Manager supervises and develops staff while working 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 their families, particularly clients in financial services, including hedge funds, private equity, and other investment-related individuals. It involves direct client engagement, providing tax planning, consulting, and compliance solutions, and serving as the primary reviewer of complex tax returns. The role also cultivates client, staff, and vendor relationships; develops new business; participates in client and prospective-client seminars; and keeps current with tax laws, regulations, and accounting standards. The role follows a hybrid working model, with office-location flexibility. Occasional local travel to client locations may be required. The preferred location is Baton Rouge.
Requirements
- Bachelor’s degree in Accounting or an equivalent field.
- At least 8 years of tax compliance experience, specializing in individual, fiduciary, estate, and gift taxation.
- Recent public accounting experience.
- CPA or IRS Enrolled Agent certification.
- Comprehensive knowledge of hedge fund K-1 treatment.
- Working understanding of trusts, estates, gifts, and charitable entities.
- Ability to oversee multiple client engagements and demonstrate leadership, client-service, and staff-development skills.
Nice To Haves
- Master’s degree in Taxation or a relevant field.
- Experience using GoSystems or CCH Axcess tax software.
Responsibilities
- Oversee multiple client engagements and tax planning and compliance functions for ultra-high-net-worth individuals and their families, especially clients in financial services.
- Supervise a team, foster strong client relationships, prospect for clients, and contribute to establishing a sustainable business.
- Collaborate closely with Partners in an entrepreneurial environment focused on client service and tax expertise.
- Apply comprehensive knowledge of hedge fund K-1 treatment and working knowledge of trusts, estates, gifts, and charitable entities to client work.
- Engage directly with clients to deliver tax planning, consulting, and compliance solutions.
- Serve as the primary reviewer of complex tax returns and maintain regular client communication.
- Cultivate 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.
- Coordinate with other firm tax professionals to share knowledge and deliver services efficiently and effectively.
- Hold self and direct reports accountable for achieving developmental goals.
- Contribute to marketing and recruitment efforts.
- Travel locally to client locations occasionally, as required.
Benefits
- Flexibility to manage workdays in support of work/life balance.
- Hybrid working model and flexibility in office location.
- Professional growth opportunities and pathways for employees to develop.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
