Senior Tax Director, Private Client Services

EisnerAmper LLP; California; Hybrid; USD 180,000 - 280,000; Full time

Job summary

EisnerAmper seeks a Tax Director to join the Private Client Services (PCS) practice, able to sit in multiple offices. The role emphasizes leadership of complex tax engagements for ultra-high-net-worth individuals and families, with a focus on concierge-level service and strategic client growth.

The successful candidate will have a CPA or JD and 10+ years of progressive tax experience, including public/private experience, and will mentor staff accountants while overseeing budgeting and engagement

Qualifications

• Bachelor’s degree in Accounting or equivalent.
• CPA or JD required.
• 10+ years of recent tax compliance and/or tax consulting experience in public accounting or with a mix of public/private experience.
• 10+ years of progressive tax experience providing tax compliance and consulting services for individuals and S-corporations or partnerships.
• 6+ years of experience working in complex technical tax.

Responsibilities

• Review tax projections, workpapers, and federal and state tax returns for ultra-high-net-worth individuals and families, including those with complex closely held businesses, partnerships, real estate holdings, professional services interests, and investment portfolios, while delivering highly personalized, concierge-level client service.
• Oversee and manage the tax return process including identification and resolution of tax issues
• Experience with corporation and partnership accounting and tax concepts
• Mentor, train and manage staff accountants to meet deadline and prioritize workload
• Effectively manage multiple tax engagements in a team environment, and also work independently. Identify potential opportunities for new and/or expanded client services
• Ability to lead and manage engagements, including budgeting, billing and engagement economics
• Highly proactive approach to serving clients

Skills

Tax compliance

Public accounting

Leadership

Mentoring

Engagement management

Education

Bachelor's degree in Accounting

CPA or JD

Master’s degree in Tax (preferred)

Tools

Tax software

Job description

EisnerAmper seeks a Tax Director to join the Private Client Services (PCS) practice, able to sit in multiple offices. The role emphasizes leadership of complex tax engagements for ultra-high-net-worth individuals and families, with a focus on concierge-level service and strategic client growth.

The successful candidate will have a CPA or JD and 10+ years of progressive tax experience, including public/private experience, and will mentor staff accountants while overseeing budgeting and engagement