Tax Partner - Private Client Services (Pcs)

EisnerAmper; San Diego (CA); Hybrid; USD 325,000 - 425,000; Full time

Job summary

EisnerAmper is seeking a Tax Partner for its Private Client Services practice in California. This role focuses on delivering integrated tax advisory and compliance solutions to high net worth individuals, family offices, and closely held businesses.

You will lead complex engagements, drive growth, and mentor senior professionals in a hybrid work setting. You will guide planning strategies, oversee client engagements, and contribute to the PCS leadership team with thought leadership and

Qualifications

• Bachelor's degree in Accounting or equivalent field.
• CPA or JD.
• 15+ years of progressive tax experience within public accounting.
• Minimum of 2 years in a Partner or Director-level role at a public accounting firm.
• Extensive experience advising high-net-worth individuals, family offices, and closely held or entrepreneurial businesses.
• Demonstrated success in client relationship management and engagement leadership.

Responsibilities

• Serve as a trusted advisor to high-net-worth individuals, family offices, and closely held businesses by leading complex tax compliance and consulting engagements for all phases of the engagement life cycle.
• Provide partner-level review, oversight, and sign-off on federal, state, and local tax returns, ensuring technical excellence and risk management.
• Proactively advise clients on tax planning opportunities, regulatory changes, and business strategies that align with their long-term goals.
• Build, deepen, and expand client relationships by identifying cross-service opportunities and delivering value beyond compliance.
• Play a key role in business development efforts, including originating opportunities, participating in proposals, and cultivating a sustainable book of business.
• Oversee all aspects of client engagements, including staffing, budgeting and client economics, workflow, and delivery of high-quality service.
• Mentor, coach, and develop senior-level professionals, fostering the next generation of firm leaders.
• Lead and supervise special projects and firm-wide initiatives, including thought leadership, technology adoption, and process improvements.
• Stay at the forefront of emerging tax legislation, regulatory developments, and business trends, translating their impact into actionable insights for clients and teams.

Skills

Tax advisory

High-net-worth clients

Client relationships

Leadership

Education

Bachelor's degree in Accounting or equivalent

CPA or JD

Master's degree in Taxation/Accounting (preferred)

Tools

Tax software

Job description

Job Description

At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals.

We are seeking a Tax Partner for our Private Client Services (PCS) practice, focused on delivering integrated tax advisory and compliance solutions to high net worth individuals, family offices, and closely held businesses and their owners. This role offers the opportunity to lead complex client relationships, advise on sophisticated planning strategies, and drive growth through the origination and expansion of client engagements. As a member of the PCS leadership team, you will contribute to the evolution of the practice through thought leadership, innovation and technology initiatives, and the development and mentorship of high performing tax professionals.

What it Means to Work for EisnerAmper:

• You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry

• You will have the flexibility to manage your days in support of our commitment to work/life balance

• You will join a culture that has received multiple top "Places to Work" awards

  • We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions

  • We understand that embracing our differences is what unites us as a team and strengthens our foundation

  • Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work

What Work You Will be Responsible For:

• Serve as a trusted advisor to high-net-worth individuals, family offices, and closely held businesses by leading complex tax compliance and consulting engagements for all phases of the engagement life cycle

• Provide partner-level review, oversight, and sign-off on federal, state, and local tax returns, ensuring technical excellence and risk management

• Proactively advise clients on tax planning opportunities, regulatory changes, and business strategies that align with their long-term goals

• Build, deepen, and expand client relationships by identifying cross-service opportunities and delivering value beyond compliance

• Play a key role in business development efforts, including originating opportunities, participating in proposals, and cultivating a sustainable book of business

• Oversee all aspects of client engagements, including staffing, budgeting and client economics, workflow, and delivery of high-quality service

• Mentor, coach, and develop senior-level professionals, fostering the next generation of firm leaders

• Lead and supervise special projects and firm-wide initiatives, including thought leadership, technology adoption, and process improvements

• Stay at the forefront of emerging tax legislation, regulatory developments, and business trends, translating their impact into actionable insights for clients and teams

Basic Qualifications:

• Bachelor's degree in Accounting or equivalent field

• CPA or JD

• 15+ years of progressive tax experience within public accounting

• Minimum of 2 years in a Partner or Director-level role at a public accounting firm

• Extensive experience advising high-net-worth individuals, family offices, and closely held or entrepreneurial businesses

• Demonstrated success in client relationship management and engagement leadership

Preferred Qualifications:

• Master's degree in Taxation, Accounting, or a related field

• Established book of business or a demonstrated track record of originating and growing client relationships

• Experience contributing to thought leadership, speaking engagements, or industry publications

• Exposure to technology-enabled tax solutions and process transformation initiatives

• Interest in firm leadership, practice growth, and long-term strategic impact

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.

About our Tax Team

As the largest service line within the firm, EisnerAmper's Tax Group doesn't only provide trusted and innovative tax solutions to its clients, but it creates new opportunities for employees to grow, both personally and professionally. With a range of specialties based on location and industry, employees have the flexibility to focus on the work they want to do and the autonomy to shape their careers in a fulfilling way.

A hybrid between a general tax practice and a hyper-specialized firm, our culture is based on collaboration, innovation and transparency. For us, success is defined by working together, sometimes across specialties, to provide the best tax solutions to meet our clients' unique needs.

Tax regulations and procedures are always changing, and so are we. All EisnerAmper tax employees are empowered to challenge the status quo by thinking outside the box and bringing new ideas to the table. Because when we can identify creative ways to reduce filing turnarounds or streamline compliance work, we're able spend more time conducting impactful business advisory services for our clients.

About EisnerAmper:

EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow.

Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients.

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For California, the expected salary range for this position is between $325,000.00 and $425,000.00. The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law.

Preferred Location: La Jolla