Tax Director - Private Client Services

EisnerAmper; San Francisco (CA); On-site; USD 150,000 - 200,000; Full time

Job summary

EisnerAmper is looking for a Tax Director for their Private Client Services practice in San Francisco. This role involves overseeing the tax return process, reviewing projections, and mentoring staff accountants while providing exceptional tax services to private clients.

Qualified candidates should have a Bachelor's degree in Accounting, a CPA license, and at least 10 years of experience in tax compliance, particularly in individual and fiduciary taxation.

Qualifications

• 10+ years of work experience in tax compliance for individuals and fiduciaries.
• Experience in public accounting and specialized knowledge in estate and gift taxation.

Responsibilities

• Review tax projections, workpapers and returns for individual and fiduciary taxes.
• Manage the tax return process and resolve tax issues.
• Mentor, train and manage staff accountants.

Skills

Tax compliance

Client service

Staff management

Budgeting and billing

Education

Bachelor's degree in Accounting or equivalent field

CPA license

Job description

Tax Director – Private Client Services (PCS)

We are seeking a Tax Director to join the Private Client Services (PCS) practice. The role will be based in one of our offices and will focus on delivering exceptional tax services to private clients.

Responsibilities

• Review tax projections, tax workpapers and tax returns for Federal and State Individual and Fiduciary returns.
• Oversee and manage the tax return process, including identification and resolution of tax issues.
• Apply knowledge of corporation and partnership accounting and tax concepts.
• Mentor, train, and manage staff accountants to meet deadlines and prioritize workload.
• Effectively manage multiple tax engagements in a team environment and independently; identify 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.

Basic Qualifications

• Bachelor's degree in Accounting or equivalent field is required.
• Public accounting experience.
• CPA license.
• 10+ years of work experience in tax compliance, specializing in individual, fiduciary, estate, and gift taxation.

Preferred/Desired Qualifications

• Master's degree in tax or equivalent field preferred.

Location

Iselin

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.