Trust & Estate Tax Senior Manager - Private Client Services (PCS)

EisnerAmper•Melville, NY

65d•$120,000 - $200,000•Hybrid

About The Position

At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals. EisnerAmper is seeking a Tax Senior Manager specializing in Trust & Estate to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with the capacity to efficiently oversee multiple client engagements while also demonstrating proficiency in business development, marketing, and recruitment efforts. Furthermore, the ideal candidate will possess strong leadership skills and the aptitude to foster professional growth among our staff. This position offers flexibility in terms of office location, as EisnerAmper follows a hybrid working model and has offices available in the locations listed below.

Requirements

Bachelor's Degree in Accounting or equivalent field is required
8+ years of tax compliance, specialization in individual, fiduciary, estate and gift taxation
Recent Public Accounting experience
CPA, JD, or IRS Enrolled Agent Certification

Nice To Haves

Master's Degree in Taxation or relevant field
Experience using GoSystems or CCH Axcess tax software

Responsibilities

Responsible for overseeing tax planning and compliance functions for individuals, trusts, estates, and related entities, ensuring accuracy and compliance with tax laws and regulations.
Provide expert tax planning and advisory services to clients, including wealth transfer strategies, charitable planning, and estate planning.
Take on the primary review of complex tax returns and maintain regular communication with clients.
Cultivate and nurture relationships with clients, staff members, and external third-party client vendors.
Provide training and supervision to staff members, including reviewing and evaluating their work.
Occasional local travel to clients' locations may be required.
Actively solicit new client relationships and participate in client/potential client seminars to expand networking opportunities.
Stay updated on changes in tax laws, regulations, and accounting standards, and proactively apply new knowledge to client engagements.
Collaborate with other tax professionals within the firm to coordinate efforts, share knowledge, and ensure efficient and effective delivery of tax services.
Hold self and direct reports responsible for achieving developmental goals