Senior Tax Manager - High Net Worth & Trusts

EisnerAmper LLP; Minneapolis (MN); On-site; USD 160,000 - 200,000; Full time

Job summary

EisnerAmper is seeking a Tax Senior Manager to lead our Private Client Services Trust & Estate / High-Net-Worth team in Minneapolis, MN. You will supervise, mentor, and develop staff while overseeing sophisticated tax planning and compliance for ultra‑high-net-worth individuals and families.

This role collaborates with a national PCS platform, engages in business development, and maintains strong client relationships.

Qualifications

• Bachelor’s Degree in Accounting or equivalent field is required.
• 8+ years of recent tax compliance and/or tax consulting experience in public accounting or a combination of public accounting and private industry experience.
• Experience preparing and/or reviewing U.S.-based tax returns for individuals, trusts, and estates.
• Experience working with high-net-worth individuals, family groups, closely held businesses, fiduciary returns, or related private client tax matters.
• CPA, JD, or IRS Enrolled Agent certification required.

Responsibilities

• Supervise, mentor, and develop team members while fostering a collaborative, service-oriented environment.
• Oversee tax planning and compliance for high-net-worth and ultra-high-net-worth individuals, families, fiduciaries, trusts, estates, family offices, and closely held business owners.
• Review complex individual, fiduciary, gift, and estate tax returns.
• Manage a portfolio of clients and act as the primary point of contact in conjunction with the engagement partner and client service team.
• Advise clients on income tax planning, wealth transfer planning, trust and estate matters, charitable giving strategies, and multigenerational family tax considerations.
• Serve as a primary client contact, in partnership with engagement partners and client service teams, providing proactive guidance and building long-term trusted advisor relationships.
• Collaborate with PCS leadership and specialists across tax, advisory, SALT, international tax, and related service areas to deliver integrated planning, consulting, and compliance solutions.
• Build and maintain strong relationships with clients, internal team members, and external advisors, including attorneys, financial advisors, and other third-party client service providers.
• Support the continued growth of the Minneapolis trust and estate / high-net-worth practice through exceptional client service, relationship development, market presence, and business development efforts.
• Participate in client and prospective client meetings, seminars, and networking opportunities to help expand relationships and identify new opportunities.
• Stay current on changes in tax laws, regulations, and accounting standards, and proactively apply new knowledge to client engagements.
• Supervise, mentor, and develop team members, including reviewing work, providing feedback, and supporting professional growth.
• Hold self and direct reports accountable for achieving developmental goals and delivering high-quality work.
• Support the growth of the Minneapolis Trust & Estate / High-Net-Worth PCS practice through client service, relationship development, networking, and business development efforts.
• Occasional local travel to client locations may be required.

Skills

Tax planning

Tax compliance

High-net-worth tax

Client relationship

Education

Bachelor’s Degree in Accounting or equivalent field

Tools

GoSystem

CCH Axcess

Job description

EisnerAmper is seeking a Tax Senior Manager to lead our Private Client Services Trust & Estate / High-Net-Worth team in Minneapolis, MN. You will supervise, mentor, and develop staff while overseeing sophisticated tax planning and compliance for ultra‑high-net-worth individuals and families.

This role collaborates with a national PCS platform, engages in business development, and maintains strong client relationships.