Tax Senior Manager - Private Client Services

EisnerAmper LLP; Chicago (IL); Hybrid; USD 110,000 - 180,000; Full time

Job summary

An established industry player is seeking a Tax Senior Manager to join their dynamic Private Client Services team. This role offers the opportunity to oversee multiple client engagements while fostering professional growth within the team. You will be responsible for tax planning and compliance for ultra-high net worth individuals, engaging directly with clients to deliver innovative solutions. The firm values collaboration and offers a hybrid working model, ensuring work/life balance. If you have a passion for tax expertise and client service, this is a perfect opportunity to make a significant impact.

Qualifications

• 8+ years of experience in tax compliance, specializing in individual and fiduciary taxation.
• CPA or IRS Enrolled Agent Certification required.

Responsibilities

• Supervise a team and manage client relationships in a tax advisory role.
• Oversee tax planning and compliance for high-net-worth individuals.

Skills

Tax Compliance

Business Development

Client Relationship Management

Leadership

Tax Planning

Education

Bachelor's Degree in Accounting

Master's Degree in Taxation

Tools

GoSystems

CCH Axcess

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.

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 oversee multiple client engagements efficiently while demonstrating proficiency in business development, marketing, and recruitment efforts. The ideal candidate will possess strong leadership skills and the aptitude to foster professional growth within our staff. This position offers flexibility in office location, following a hybrid working model, with offices available in the listed locations below. Remote candidates throughout Minnesota will also be considered.

What it Means to Work for EisnerAmper:

• You will 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 supporting our commitment to work/life balance.
• You will join a culture that has received multiple top "Places to Work" awards, emphasizing collaboration, diversity, and authentic engagement.

What Work You Will Be Responsible For:

• Supervise a team, foster strong client relationships, prospect, and contribute to establishing a sustainable business. Collaborate closely with Partners in an entrepreneurial environment that values exceptional client service and tax expertise.
• Oversee tax planning and compliance functions for ultra-high net worth individuals and their families, especially clients in the financial services sector such as hedge funds, private equity, and investment-related clients.
• Possess comprehensive knowledge of hedge fund K-1 treatment, trusts, estates, gifts, and charitable entities.
• Engage directly with clients to deliver innovative tax planning, consulting, and compliance solutions.
• Review complex tax returns and maintain regular communication with clients.
• Cultivate and nurture relationships with clients, staff, and external vendors.
• Provide training and supervision to staff, including review and evaluation of their work.
• Occasional local travel to clients' locations may be required.
• Actively solicit new client relationships and participate in seminars to expand networking opportunities.
• Stay updated on tax law changes and proactively apply new knowledge to client engagements.
• Collaborate with other tax professionals within the firm for efficient service delivery.
• Hold self and team responsible for achieving developmental goals.

Basic Qualifications:

• Bachelor's Degree in Accounting or equivalent.
• 8+ years of experience in tax compliance, with specialization in individual, fiduciary, estate, and gift taxation.
• Recent Public Accounting experience.
• CPA or IRS Enrolled Agent Certification.

Preferred/Desired Qualifications:

• Master's Degree in Taxation or relevant field.
• Experience with GoSystems or CCH Axcess tax software.

EisnerAmper is proud to be a merit-based employer. We do not discriminate based on veteran or disability status or any protected characteristics under law.

About our Private Client Services (PCS) Team:

The team connects family-owned, closely held businesses, and high-net-worth individuals with solutions to meet their financial goals. We foster a culture of accountability, teamwork, creativity, and genuine care, solving clients' problems and offering proactive solutions for the future.

About EisnerAmper:

We are one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees worldwide. Our responsiveness and long-term perspective help clients meet pressing issues today and succeed tomorrow.

Our diverse clients include financial institutions, start-ups, public firms, middle-market companies, high-net-worth individuals, family offices, nonprofits, and entrepreneurial ventures. We also work with attorneys, financial professionals, bankers, and investors.

For Minnesota and Illinois candidates, the salary range is $110,000 to $180,000, depending on experience and market factors. The actual salary will be determined accordingly.

For accommodations during the application process, please email [e-mail].

#LI - Hybrid

#LI - RB2

Preferred Location:

Elgin