Private Client Tax Partner & Growth Leader

EisnerAmper; San Diego (CA); Hybrid; USD 325,000 - 425,000; Full time

Job summary

EisnerAmper is seeking a Tax Partner for its Private Client Services practice in California. This role focuses on delivering integrated tax advisory and compliance solutions to high net worth individuals, family offices, and closely held businesses.

You will lead complex engagements, drive growth, and mentor senior professionals in a hybrid work setting. You will guide planning strategies, oversee client engagements, and contribute to the PCS leadership team with thought leadership and

Qualifications

• Bachelor's degree in Accounting or equivalent field.
• CPA or JD.
• 15+ years of progressive tax experience within public accounting.
• Minimum of 2 years in a Partner or Director-level role at a public accounting firm.
• Extensive experience advising high-net-worth individuals, family offices, and closely held or entrepreneurial businesses.
• Demonstrated success in client relationship management and engagement leadership.

Responsibilities

• Serve as a trusted advisor to high-net-worth individuals, family offices, and closely held businesses by leading complex tax compliance and consulting engagements for all phases of the engagement life cycle.
• Provide partner-level review, oversight, and sign-off on federal, state, and local tax returns, ensuring technical excellence and risk management.
• Proactively advise clients on tax planning opportunities, regulatory changes, and business strategies that align with their long-term goals.
• Build, deepen, and expand client relationships by identifying cross-service opportunities and delivering value beyond compliance.
• Play a key role in business development efforts, including originating opportunities, participating in proposals, and cultivating a sustainable book of business.
• Oversee all aspects of client engagements, including staffing, budgeting and client economics, workflow, and delivery of high-quality service.
• Mentor, coach, and develop senior-level professionals, fostering the next generation of firm leaders.
• Lead and supervise special projects and firm-wide initiatives, including thought leadership, technology adoption, and process improvements.
• Stay at the forefront of emerging tax legislation, regulatory developments, and business trends, translating their impact into actionable insights for clients and teams.

Skills

Tax advisory

High-net-worth clients

Client relationships

Leadership

Education

Bachelor's degree in Accounting or equivalent

CPA or JD

Master's degree in Taxation/Accounting (preferred)

Tools

Tax software

Job description

EisnerAmper is seeking a Tax Partner for its Private Client Services practice in California. This role focuses on delivering integrated tax advisory and compliance solutions to high net worth individuals, family offices, and closely held businesses.

You will lead complex engagements, drive growth, and mentor senior professionals in a hybrid work setting. You will guide planning strategies, oversee client engagements, and contribute to the PCS leadership team with thought leadership and