Tax Senior Manager – Private Client Services

EisnerAmper • Boston, MA

1d

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 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. The role combines complex tax technical work, client service, team supervision, business development, and collaboration with Partners and other tax professionals.

The PCS team serves family-owned and closely held businesses and high-net-worth individuals, offering solutions for short- and long-term financial goals. The firm describes a flexible work environment, a commitment to work/life balance, employee resource groups, and a culture focused on teamwork, creativity, inclusion, and professional growth. 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 tax matters.
• Recent public accounting experience.
• CPA or IRS Enrolled Agent certification.

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 building a sustainable business.
• Work closely with Partners in an entrepreneurial environment focused on client service and tax expertise.
• Oversee tax planning and compliance for ultra-high-net-worth individuals and their families, particularly clients in financial services.
• 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 primary 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 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.
• Opportunities and pathways for professional growth.

What This Job Offers

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