Tax Manager - Private Client Services (PCS)

EisnerAmper; Boston (MA); On-site; USD 120,000 - 165,000; Full time

Job summary

EisnerAmper seeks a Senior Tax Manager for Private Client Services (PCS) based in Westwood, MA. You will lead preparation and review of federal and multi-state returns for high-net-worth individuals and their families, while guiding tax planning and client service.

Collaboration with team members and client communication are essential. The role requires CPA certification, strong tax experience, and the ability to manage workflow in a fast-paced environment.

Qualifications

• CPA required.
• 8+ years of tax experience preferred, including high-net-worth and multi-state returns.
• Experience with individual and trust tax returns for high-net-worth clients.
• Strong communication and leadership abilities.
• Proficiency with tax research and planning.
• Ability to manage workflow and collaborate with team.

Responsibilities

• Review and prepare federal and multi-state individual and trust tax returns for high-net-worth clients.
• Research and analyze tax technical issues.
• Provide tax planning guidance to clients.
• Delegate workflow to staff and ensure timely work products.
• Interact with clients and respond to requests and questions.
• Correspond with federal and state tax authorities as needed.
• Analyze tax implications of transactions and life events.

Skills

CPA

Tax planning

Client communication

Leadership

Multi-state taxation

Education

Bachelor’s degree in taxation and/or accounting

Master’s degree in Taxation (preferred)

Tools

CCH ProSystem fx

CCH Axcess

Excel

Word

Job description

Job Overview

Senior Tax Manager – Private Client Services (PCS)

We are looking for a dynamic individual to provide tax compliance, consulting services, and analysis of financial, gift, estate, and income tax issues for high net‑worth individuals and their related businesses. The role involves preparing and reviewing federal and multi‑state tax returns, researching tax technical topics, and developing tax planning strategies. Based in Westwood, MA, this client‑facing position is responsible for delegating workflow and collaborating with team members.

Key Responsibilities

• Review and prepare federal and multi‑state individual and trust tax returns for high‑net‑worth individuals and families.
• Research and critically analyze tax technical issues.
• Advise and provide guidance on tax planning and compliance matters.
• Delegate workflow to staff and ensure completion of work products.
• Regularly interact with clients and timely respond to their requests and questions.
• Correspond and communicate with federal and state taxing authorities regarding nonresident tax withholding, client penalty notices, and other items.
• Address ad‑hoc client needs, including analysis of potential tax implications of transactions, life events, etc.

Basic Qualifications

• Certified Public Accountant (CPA).
• Bachelor’s degree in taxation and/or accounting.
• 8+ years of experience (preferred).
• Prior individual and trust tax preparation experience with high‑net‑worth clients and family offices, including multi‑state return preparation.
• Ability to pursue self‑development and collaborate within a team dynamic.
• Ability to work well in a fast‑paced environment and multitask.
• Thorough knowledge of CCH ProSystem FX and/or CCH Axcess, Excel, and Word.
• Professional communication skills, including the ability to communicate clearly and concisely (oral and written).

Preferred / Desired Qualifications

• Master’s Degree in Taxation or relevant field.

Equal Employment Opportunity

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.

Preferred Location

Westwood, MA