Tax Manager - Private Client Services (PCS)

Eisner Advisory Group LLC; Westwood (KY); On-site; USD 100,000 - 140,000; Full time

Benefits offered by this job

Flexibility to manage workdays

Culture recognized with awards

Opportunity to collaborate with diverse clients

Job summary

EisnerAmper LLP is seeking a Senior Tax Manager – Private Client Services in Westwood, MA. This client-facing role involves managing workflow, delivering tax compliance and consulting services for high-net-worth clients.

Qualified candidates will have a CPA, a Bachelor's in taxation/accounting, and 8+ years of relevant experience. Benefits include a culture recognized with multiple "Places to Work" awards, flexibility for work/life balance, and opportunities to collaborate with diverse clients.

Qualifications

• 8+ years of experience preferred, with prior individual and trust tax preparation for high-net-worth clients.
• Experience preparing multi-state tax returns.
• Ability to pursue self-development and collaborate within a team dynamic.

Responsibilities

• Review and prepare federal and multi-state tax returns.
• Research and critically analyze tax technical issues.
• Advise on tax planning and compliance matters.

Skills

CPA

Tax planning

Communication skills

Multitasking

CCH ProSystem FX

CCH Axcess

Excel

Word

Education

Bachelor’s degree in taxation/accounting

Master’s Degree in Taxation

Tools

CCH ProSystem FX

CCH Axcess

Excel

Word

Job description

Job Overview

Senior Tax Manager – Private Client Services (PCS), Westwood, MA. A client‑facing role that manages and delegates workflow, collaborates with team members, and delivers tax compliance, consulting services, and analysis for high‑net‑worth individuals and related businesses.

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.
• Interact regularly with clients and promptly respond to their requests or questions.
• Correspond with federal and state taxing authorities regarding nonresident withholding, penalty notices, and related issues.
• Address ad‑hoc client needs, including analyses of potential tax implications of transactions and life events.

Basic Qualifications

• Certified Public Accountant (CPA).
• Bachelor’s degree in taxation and/or accounting.
• 8+ years of experience preferred, with prior individual and trust tax preparation for high‑net‑worth clients.
• Experience preparing multi‑state tax returns.
• Proficient with CCH ProSystem FX and/or CCH Axcess, Excel, and Word.
• Excellent oral and written communication skills.
• Ability to pursue self‑development and collaborate within a team dynamic.
• Strong multitasking ability in a fast‑paced environment.

Preferred/Desired Qualifications

• Master’s Degree in Taxation or related field.

Benefits

• Part of one of the largest and fastest‑growing accounting and advisory firms.
• Flexibility to manage workdays supporting a work/life balance.
• Culture recognized with multiple "Places to Work" awards.
• Opportunity to collaborate with diverse clients, from family‑owned businesses to high‑net‑worth individuals.

EEO Statement

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.