Tax Senior Manager - Private Client Services

EisnerAmper • Owings Mills, MD

8d • 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 tax planning and compliance for ultra-high-net-worth individuals and their families, especially clients in financial services, including hedge funds, private equity, and other investment-related fields. The Senior Manager works closely with Partners in an entrepreneurial environment focused on client service and tax expertise. The position follows a hybrid working model, with office-location flexibility; the preferred location is Owings Mills. Occasional local travel to client locations may be required.

The role combines complex tax review and client consulting with team leadership, staff development, business development, marketing, and recruitment. The Senior Manager directly serves clients, reviews complex tax returns, develops client relationships, and helps expand the practice through new-client outreach and networking. The position also requires keeping current with tax laws, regulations, and accounting standards and coordinating with other tax professionals across the firm.

Requirements

• Bachelor’s degree in Accounting or an equivalent field.
• At least 10 years of progressive tax experience providing 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 the ability to foster staff professional growth.
• Ability to efficiently oversee multiple client engagements.

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, foster client relationships, prospect, and contribute to building 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 and private equity.
• Apply comprehensive knowledge of hedge fund K-1 treatment and working knowledge of trusts, estates, gifts, and charitable entities.
• Engage directly with clients to provide tax planning, consulting, and compliance solutions.
• Review complex tax returns and maintain regular communication with clients.
• Build and maintain 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.
• 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 development goals.
• Contribute to business development, marketing, and recruitment efforts.

Benefits

• Flexible schedule to support work/life balance.
• Employee Resource Groups supporting diversity, equity, and inclusion.
• Hybrid working model and flexibility in office location.

What This Job Offers

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