Tax Director, Private Client Services (Flexible)

EisnerAmper India; 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

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.