Tax Senior Manager - Private Client Services
About The Position
EisnerAmper is seeking a Tax Senior Manager to join its Private Client Services (PCS) practice. This role oversees multiple client engagements and contributes to business development, marketing, and recruitment. The successful candidate will lead and develop staff while collaborating 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 fields. It includes direct client engagement, primary review of complex tax returns, staff training and supervision, and ongoing relationship development. The role follows EisnerAmper’s hybrid working model, with flexibility in office location; occasional local travel to client locations may be required.
Requirements
- Bachelor’s degree in Accounting or an equivalent field.
- 10+ years of progressive tax experience providing tax compliance and consulting services to high-net-worth individuals.
- 8+ years of tax compliance experience, with specialization in complex technical individual and business tax matters.
- Recent public accounting experience.
- CPA, IRS Enrolled Agent certification, or JD.
- 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, foster client relationships, prospect for clients, and contribute to building a sustainable business.
- Oversee tax planning and compliance for ultra-high-net-worth individuals and families, particularly those in financial services.
- Engage directly with clients to deliver tax planning, consulting, and compliance solutions.
- Perform primary reviews of complex tax returns and maintain regular communication with clients.
- 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.
- Keep current with changes in tax laws, regulations, and accounting standards and apply new knowledge to client engagements.
- Coordinate with other tax professionals to 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 and flexibility in office location.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
