Tax Director - Private Client Service

Eisner Advisory Group LLC; San Diego (CA); On-site; USD 150,000 - 210,000; Full time

Job summary

EisnerAmper is seeking a Tax Director for our Private Client Services (PCS) team, based in La Jolla, CA. Sit in multiple offices and provide concierge-level tax services to ultra-high-net-worth individuals and families with complex portfolios.

You will oversee the tax return process, supervise staff, and drive engagement economics while identifying opportunities for expanded client services. CPA/JD required with 10+ years’ tax experience; Master’s preferred.

Qualifications

• Bachelor’s degree in Accounting or equivalent field is required.
• 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 for individuals, S-corporations or partnerships.
• 6+ years of experience 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, delivering 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 deadlines and prioritize workload.
• Lead multiple tax engagements in a team environment and independently.
• Identify potential opportunities for new or expanded client services.
• Lead and manage engagements, including budgeting, billing and engagement economics.
• Maintain a highly proactive approach to serving clients.

Skills

Tax leadership

US tax knowledge

Client service excellence

Mentoring staff

Budgeting & engagement economics

Education

Bachelor's degree in Accounting

CPA or JD

Master's degree in Tax (preferred)

Job description

Job Description

At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you’re starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you’ll love from top to bottom – we give you the tools you need to succeed and the autonomy to reach your goals. We are seeking a Tax Director to join the Private Client Services (PCS) practice, able to sit in a number of our offices. We are seeking someone who thrives in a growing environment and providing clients with exceptional services.

What it Means to Work for EisnerAmper:

You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry.

You will have the flexibility to manage your days in support of our commitment to work/life balance.

You will join a culture that has received multiple top “Places to Work” awards.

We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions.

We understand that embracing our differences is what unites us as a team and strengthens our foundation.

Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work.

Work You Will be Responsible For:

• 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.

Basic Qualifications:

• Bachelor’s degree in Accounting or equivalent field is required.
• 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.

Preferred/Desired Qualifications:

• Master’s degree in tax or equivalent field preferred.
• Experience acquiring new clients and growing a book of business.

EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law.

About our Private Client Services (PCS) Team:

The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals. Operating within a culture where we hold each other accountable to our standards of teamwork, creativity, and a genuine care for each other, we not only solve our clients’ problems, but offer proactive solutions for the future.

As one of the largest and fastest-growing service lines at our firm, we try to make a big group feel smaller. We’re known for presenting options and pathways for our employees to grow as professionals. Here, you can not only discover what you’re passionate about, but pursue it.

Working with businesses of all sizes and across every industry, our typical client is atypical. Because of this, it’s important that we can think like entrepreneurs ourselves to gain a true awareness of our clients and their businesses, along with their unique operational and personal dynamics.

About EisnerAmper:

EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients.

Preferred Location: La Jolla

EisnerAmper is one of the largest accounting, tax and business advisory firms in the U.S., with more than 4,500 employees and over 450 partners across the country. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today, and position them for success tomorrow. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers and investors who serve these clients. Our reach extends globally, with offices in the United Kingdom, Israel, India, the Cayman Islands, Singapore, and Ireland.

EisnerAmper is a merit-based employer. Qualified applicants will receive consideration for employment regardless of background.