Senior Tax Manager, Private Client Services

EisnerAmper; Philadelphia (Philadelphia County); Hybrid; USD 180,000 - 230,000; Full time

Job summary

EisnerAmper seeks a Tax Senior Manager to lead Private Client Services in a hybrid Philadelphia setting. You will supervise and mentor staff, manage complex tax engagements for ultra-high-net-worth clients, and collaborate with partners to grow services.

Emphasis on tax planning, client relations, and staff development. The role requires CPA/EA credentials, 10+ years of tax experience, and experience with hedge funds, estates, and trusts.

Qualifications

• Bachelor’s Degree in Accounting or equivalent field required.
• CPA or Enrolled Agent certification required.
• 10+ years of progressive tax experience.
• Recent Public Accounting experience.
• 8+ years of tax compliance in complex technical individual and business.

Responsibilities

• Supervise a team, foster strong client relationships, prospect and contribute to the establishment of a sustainable business. The individual will 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, with a particular emphasis on clients in the financial services sector, such as hedge funds, private equity, and other investment-related individuals.
• 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

Skills

Client relationships

Tax planning

Leadership

Business development

Team supervision

Communication

Education

Bachelor’s Degree in Accounting

CPA or Enrolled Agent

Master’s Degree in Taxation

Tools

GoSystems

CCH Axcess

Job description

EisnerAmper seeks a Tax Senior Manager to lead Private Client Services in a hybrid Philadelphia setting. You will supervise and mentor staff, manage complex tax engagements for ultra-high-net-worth clients, and collaborate with partners to grow services.

Emphasis on tax planning, client relations, and staff development. The role requires CPA/EA credentials, 10+ years of tax experience, and experience with hedge funds, estates, and trusts.