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 may be based in a number of the firm’s offices, with Boston listed as the preferred location. The Senior Manager will work with Partners in an entrepreneurial environment and provide tax planning, consulting, and compliance services to ultra-high-net-worth individuals and their families, with particular emphasis on clients in financial services, including hedge funds, private equity, and other investment-related individuals. The role involves supervising a team, developing strong client relationships, contributing to sustainable business growth, and delivering exceptional client service and tax expertise. The Senior Manager will oversee tax planning and compliance, review complex tax returns, communicate regularly with clients, train and evaluate staff, and collaborate with other tax professionals. Occasional local travel to client locations may be required.
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.
- Comprehensive knowledge of hedge fund K-1 treatment.
- 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 GoSystems or CCH Axcess tax software.
Responsibilities
- Supervise a team and foster strong client relationships.
- Prospect for clients and contribute to establishing a sustainable business.
- Oversee tax planning and compliance functions for ultra-high-net-worth individuals and their families, particularly clients in financial services.
- Engage directly with clients to deliver tax planning, consulting, and compliance solutions.
- Conduct primary reviews of complex tax returns and maintain regular client communication.
- Cultivate relationships with clients, staff members, 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 work, share knowledge, and deliver tax services efficiently and effectively.
- Hold self and direct reports accountable for achieving developmental goals.
- Travel locally to client locations occasionally, as required.
Benefits
- Flexibility to manage workdays in support of work/life balance.
- Employee Resource Groups supporting diversity, equity, and inclusion efforts.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
