Tax Senior Manager - Private Client Services

EisnerAmper • Lafayette, LA

5d • Hybrid

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, and staff leadership. The position works closely with Partners in an entrepreneurial environment focused on exceptional client service. The role follows a hybrid working model, with flexibility in office location; Baton Rouge is listed as the preferred location.

The Tax Senior Manager oversees tax planning and compliance for ultra-high-net-worth individuals and families, particularly those connected to financial services, including hedge funds and private equity. The role provides innovative tax planning, consulting, and compliance solutions, reviews complex returns, maintains client relationships, supervises and develops staff, and contributes to building the practice through business development and networking. Occasional local travel to client locations may be required.

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.

Nice To Haves

• Master’s degree in Taxation or a relevant field.
• Experience using GoSystems or 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, with emphasis on financial services clients.
• 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.
• Lead the review 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 and networking opportunities.
• Stay current on tax laws, regulations, and accounting standards and apply new knowledge to client engagements.
• Collaborate with other firm 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.
• Hybrid working model with flexibility in office location.
• Professional growth opportunities and pathways.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior