Senior Tax Manager, Private Client Services

EisnerAmper LLP; Peoria (IL); On-site; USD 180,000 - 260,000; Full time

Job summary

EisnerAmper LLP is seeking a Tax Senior Manager within the Private Client Services (PCS) group. The role sits in multiple offices and focuses on delivering high-level tax planning and compliance for ultra-high-net-worth individuals, with emphasis on financial services clients such as hedge funds and private equity.

You will supervise a team, supervise staff development, and engage directly with clients to provide innovative tax solutions.

Qualifications

• Bachelor’s Degree in Accounting or equivalent required.
• 10+ years of progressive tax experience serving high-net-worth individuals.
• 8+ years of tax compliance, specialization in complex technical individual and business.
• Recent Public Accounting experience.
• CPA or IRS Enrolled Agent certification required.

Responsibilities

• Supervise a team and foster strong client relationships; collaborate with Partners in an entrepreneurial environment.
• Oversee tax planning and compliance for ultra-high-net-worth individuals, with emphasis on hedge funds, private equity, and investment-related clients.
• Possess knowledge of hedge fund K-1 treatment and trusts, estates, gifts, and charitable entities.
• Directly engage with clients to deliver innovative tax planning, consulting, and compliance solutions.
• Lead primary review of complex tax returns and maintain regular client communication.
• Cultivate and nurture relationships with clients, staff, and external vendors.
• Provide training and supervision to staff, including review of work.
• Occasional local travel to client locations may be required.
• Solicit new client relationships and participate in client seminars to expand networking.
• Stay updated on tax laws, regulations, and accounting standards; apply knowledge to engagements.
• Collaborate with other tax professionals to coordinate efforts and ensure delivery of services.
• Hold self and team accountable for developmental goals.

Skills

Tax planning

Tax compliance

Client relationships

Team supervision

Public accounting experience

CPA or EA

Education

Bachelor’s degree in Accounting

Master’s in Taxation (preferred)

Tools

GoSystems

CCH Axcess Tax

Job description

EisnerAmper LLP is seeking a Tax Senior Manager within the Private Client Services (PCS) group. The role sits in multiple offices and focuses on delivering high-level tax planning and compliance for ultra-high-net-worth individuals, with emphasis on financial services clients such as hedge funds and private equity.

You will supervise a team, supervise staff development, and engage directly with clients to provide innovative tax solutions.