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 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 businesses. The position requires expertise in hedge fund K-1 treatment and working knowledge of trusts, estates, gifts, and charitable entities. The Senior Manager works closely with Partners in an entrepreneurial environment focused on exceptional client service and tax expertise, while contributing to business development, marketing, recruitment, and staff development. The position follows a hybrid working model, with flexibility in office location. Occasional local travel to client locations may be required. The Private Client Services team works with family-owned and closely held businesses and high-net-worth individuals, providing solutions for short- and long-term financial goals. The team values teamwork, creativity, accountability, and care for colleagues, and aims to provide proactive solutions while supporting employee 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 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.
- Strong leadership skills and ability to foster professional growth among staff.
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 strong 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 the financial services sector.
- Engage directly with clients to deliver tax planning, consulting, and compliance solutions.
- Lead the primary review of complex tax returns and maintain regular communication with clients.
- Cultivate 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.
- Keep current on changes in 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.
- Contribute to business development, marketing, and recruitment efforts.
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
