Tax Senior Manager - Private Client Services

EisnerAmper; Boston (MA); Hybrid; USD 150,000 - 230,000; Full time

Job summary

EisnerAmper is seeking a Tax Senior Manager for the Private Client Services (PCS) practice. This role guides multiple client engagements, drives business development, and mentors staff.

The position offers flexible office location with a path to full remote work, allowing leadership in tax planning and compliance for high-net-worth families. Ideal candidates bring extensive public accounting experience, CPA or Enrolled Agent certification, and a proven ability to manage complex tax returns while

Qualifications

• Bachelor's Degree in Accounting or equivalent.
• 10+ years of progressive tax experience for high-net-worth individuals.
• 8+ years of tax compliance experience.
• Recent Public Accounting experience.
• CPA or IRS Enrolled Agent certification required.

Responsibilities

• Supervise a team, manage client relationships, and coordinate with Partners.
• Oversee tax planning and compliance for ultra-high net worth individuals and families.
• Apply knowledge of hedge fund K-1 treatment, trusts, estates, gifts, and charitable entities.
• Lead primary review of complex tax returns with accuracy and documentation.
• Serve as primary client contact for proactive tax planning and meetings.
• Monitor engagement budgets, realization, and team utilization.
• Develop client relationships and promote accountability across the engagement team.
• Provide coaching, training, and performance evaluation support.
• Leverage tax technology to improve efficiency and scalability.

Skills

Leadership

Business development

Recruitment

Client relationship management

Tax planning

Tax technical excellence

Education

Bachelor's Degree in Accounting

CPA or Enrolled Agent

Tools

GoSystems

CCH Axcess Tax

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.

EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with the capacity to efficiently oversee multiple client engagements while also demonstrating proficiency in business development, marketing, and recruitment efforts. Furthermore, the ideal candidate will possess strong leadership skills and the aptitude to foster professional growth within our staff. This position offers flexibility in terms of office location, plus has the option to be fully remote.

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 innovative 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:

• Supervise a team, foster strong client relationships, and collaborate closely with Partners in an entrepreneurial environment that values exceptional client service and technical excellence while maintaining clear visibility into engagement status, deadlines, and deliverables.

• Oversee tax planning and compliance functions for ultra-high net worth individuals and their families, ensuring timely, accurate delivery of federal, state, and local returns, while proactively identifying and resolving workflow, technical, or client-related delays.

• Possess comprehensive knowledge of hedge fund K-1 treatment, with strong understanding of trusts, estates, gifts, and charitable entities, and ensure consistent application of tax law and firm standards across all engagements.

• Perform primary review of complex tax returns, ensuring technical accuracy, proper documentation, and minimal rework, while identifying recurring issues and driving continuous improvement.

• Serve as a primary client contact, delivering proactive tax planning insights, responding to inquiries with clarity and urgency, and supporting client meetings and presentations.

• Monitor engagement budgets, realization, and team utilization; identify margin risks, scope creep, or inefficiencies, and implement solutions to improve performance and profitability.

• Cultivate and nurture relationships with clients, internal teams, and external stakeholders while promoting accountability and ownership across the engagement team.

• Provide coaching, training, and real-time feedback to staff; support recruiting, onboarding, and performance evaluation efforts; and contribute to the continuous development of team capabilities.

• Leverage tax technology, data tools, and process improvements to enhance efficiency, quality, and scalability of service delivery.

• Actively participate in business development efforts, including identifying opportunities, supporting proposals, and expanding client relationships.

• Stay current on tax law changes and collaborate across the firm to ensure consistent, high-quality service delivery.

Basic Qualifications:

• Bachelor's Degree in Accounting or equivalent field is required

• 10+ years of progressive tax experience providing tax compliance and consulting services to high-net-worth individuals

• 8+ years of tax compliance, specialization in complex technical individual and business returns

• Recent Public Accounting experience

• CPA or IRS Enrolled Agent Certification required

Preferred/Desired Qualifications:

• Master's Degree in Taxation or relevant field

• Experience using GoSystems or CCH Axcesstax software

• Experience acquiring new clients and growing a book of business

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 Private Client Services (PCS) Team:

The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals. Operating within a culture where we hold each other accountable to our standards of teamwork, creativity, and a genuine care for each other, we not only solve our clients' problems, but offer proactive solutions for the future.

As one of the largest and fastest-growing service lines at our firm, we try to make a big group feel smaller. We're known for presenting options and pathways for our employees to grow as professionals. Here, you can not only discover what you're passionate about, but pursue it.

Working with businesses of all sizes and across every industry, our typical client is atypical. Because of this, it's important that we can think like entrepreneurs ourselves to gain a true awareness of our clients and their businesses, along with their unique operational and personal dynamics.

About EisnerAmper:

EisnerAmper is one of the largest accounting, tax, and business advisory firms, with nearly 4,500 employees including 450 partners 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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Preferred Location:

Denver