Tax Senior Manager – Private Client Services
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Job Description
Tax Senior Manager overseeing tax planning and compliance for ultra-high net worth individuals. Join EisnerAmper, a leading accounting firm, and contribute to dynamic client engagements.
Responsibilities:
- Supervise a team, foster strong client relationships, prospect and contribute to the establishment of a sustainable business
- Collaborate closely with Partners in an entrepreneurial environment that values exceptional client service and tax expertise
- Oversee tax planning and compliance functions for ultra-high net worth individuals and their families
- Possess comprehensive knowledge of hedge fund K-1 treatment, as well as a working understanding of trusts, estates, gifts, and charitable entities
- Directly engage with clients to deliver innovative tax planning, consulting, and compliance solutions
- 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
Requirements:
- Bachelor’s Degree in Accounting or equivalent field is required
- 8+ years of recent (within 2 years) tax compliance and/or tax consulting experience in public accounting or with a mix of public/private experience, specializing in US based tax returns for entities and individuals
- CPA or IRS Enrolled Agent Certification required
- Master’s Degree in Taxation or relevant field (preferred)
- Experience using GoSystems or CCH Axcess tax software (preferred)
Benefits:
- flexibility to manage your days in support of our commitment to work/life balance
- culture that has received multiple top “Places to Work” awards
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