Tax Partner, Private Client Services for HNW Clients

Eisner Advisory Group; San Diego (CA); Vor Ort; USD 350.000 - 700.000; Vollzeit

Zusammenfassung

EisnerAmper is seeking a Tax Partner for Private Client Services in San Diego. You will lead complex tax engagements for high-net-worth individuals and family offices, with responsibility for strategy, compliance, and client relationships.

As a PCS leader, you will mentor professionals, drive growth through origination, and contribute to thought leadership and technology initiatives. The role emphasizes collaboration, innovation, and delivering best-in-class tax solutions.

Qualifikationen

• Bachelor's degree in Accounting or equivalent field.
• CPA or JD certification.
• 15+ years of progressive tax experience in public accounting.
• Minimum of 2 years in a Partner or Director level role.
• Experience advising high-net-worth individuals and family offices.
• Proven client relationship management and engagement leadership.

Aufgaben

• Lead complex tax compliance and consulting engagements for PCS clients.
• Provide partner-level review and sign-off on federal, state, and local returns.
• Advise clients on tax planning opportunities and regulatory changes.
• Grow client relationships and identify cross-service opportunities.
• Originate opportunities, contribute to proposals, and build a sustainable book.
• Oversee staffing, budgeting, and delivery of high-quality service.
• Mentor and develop senior-level professionals; support firm leadership.
• Lead special projects on thought leadership, tech adoption, and process improvements.
• Stay ahead of evolving tax laws and translate into actionable insights.

Kenntnisse

Client relations

Tax advisory

Leadership

Origination

Ausbildung

Bachelor's in Accounting

CPA

JD

15+ years tax exp

Jobbeschreibung

EisnerAmper is seeking a Tax Partner for Private Client Services in San Diego. You will lead complex tax engagements for high-net-worth individuals and family offices, with responsibility for strategy, compliance, and client relationships.

As a PCS leader, you will mentor professionals, drive growth through origination, and contribute to thought leadership and technology initiatives. The role emphasizes collaboration, innovation, and delivering best-in-class tax solutions.