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 combines tax expertise with business development, marketing, recruitment, leadership, and staff development. The position works closely with Partners in an entrepreneurial environment focused on exceptional client service. The role has a hybrid working model and offers flexibility in office location; Pasadena is listed as the preferred location. Occasional local travel to client locations may be required. The Tax Senior Manager oversees tax planning and compliance for ultra-high-net-worth individuals and their families, with particular focus on clients in financial services, including hedge funds, private equity, and other investment-related individuals. The role requires comprehensive knowledge of hedge fund K-1 treatment and working knowledge of trusts, estates, gifts, and charitable entities. It includes direct client engagement, primary review of complex tax returns, client relationship management, and development of new client relationships. The role also trains and supervises staff, evaluates their work, supports their development, and collaborates with firm tax professionals to deliver services effectively. EisnerAmper describes itself as one of the largest accounting, tax, and business advisory firms, with nearly 4,500 employees and 450 partners worldwide. Its PCS team serves family-owned and closely held businesses and high-net-worth individuals, helping them pursue short- and long-term financial goals. The firm emphasizes teamwork, creativity, accountability, inclusion, and professional growth.
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 tax matters.
- Recent public accounting experience.
- CPA or IRS Enrolled Agent certification.
- Strong leadership skills and ability to foster professional growth among staff.
- 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 establishing a sustainable business.
- Oversee tax planning and compliance for ultra-high-net-worth individuals and their families, particularly clients in financial services such as hedge funds, private equity, and other investment-related individuals.
- 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 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.
- Train and supervise staff members, 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 changes in 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 efficiently and effectively.
- Hold self and direct reports accountable for achieving development goals.
- Contribute to marketing and recruitment efforts.
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.
- Opportunities and pathways for professional growth.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
