Tax Partner - Private Client Services (PCS)

Eisner Advisory Group LLC; San Diego (CA); On-site; USD 325,000 - 425,000; Full time

Job summary

EisnerAmper LLP in La Jolla is seeking a Tax Partner for its Private Client Services practice. The role involves leading tax compliance for high-net-worth clients and mentoring senior professionals.

The ideal candidate has 15+ years in tax, with a CPA or JD, and experience in public accounting. Compensation for this position ranges from $325,000 to $425,000 based on experience.

Qualifications

• 15+ years of progressive tax experience within public accounting.
• Minimum of 2 years in a Partner or Director-level role.
• Extensive experience advising high-net-worth individuals.

Responsibilities

• Lead complex tax compliance and consulting engagements.
• Provide partner-level review and sign-off on tax returns.
• Advise clients on tax planning opportunities.

Skills

Tax compliance and consulting

Client relationship management

Regulatory knowledge

Education

Bachelor’s degree in Accounting or equivalent field

CPA or JD

Master’s degree in Taxation or related field

Job description

Job Summary

At EisnerAmper, we are looking for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. We seek 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.

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.

Key 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.

Compensation and Location

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.

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. If you require assistance completing an employment application due to a disability, please contact [e-mail] so that we can provide you with an accommodation or an alternative application process.