Tax Senior Manager - Private Client Services

EisnerAmper; Chicago (IL); On-site; USD 110,000 - 180,000; Full time

Job summary

EisnerAmper LLP is seeking a Tax Manager in Chicago, IL, to oversee tax planning and compliance for ultra-high net worth individuals. The role includes direct client engagement, team supervision, and ensuring innovative tax solutions.

The ideal candidate has over 8 years of experience in tax compliance and holds a CPA or IRS certification. The position offers a competitive salary range between $110,000 and $180,000 based on experience, with opportunities for professional growth.

Qualifications

• 8+ years of tax compliance/consulting experience in public accounting.
• Experience preparing/reviewing US based tax returns for partnerships, s-corps, and individuals.
• CPA or IRS Enrolled Agent Certification required.

Responsibilities

• Supervise tax planning and compliance functions for ultra-high net worth individuals.
• Directly engage with clients to deliver innovative tax planning solutions.
• Cultivate relationships with clients and vendors.
• Stay updated on changes in tax laws and apply new knowledge.

Skills

Tax compliance

Tax consulting

Client relationship management

Team supervision

Education

Bachelor's Degree in Accounting

Master's Degree in Taxation

Tools

GoSystems

CCH Axcess

Job description

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

• Supervise a team, foster strong client relationships, prospect and contribute to the establishment of a sustainable business. The individual will collaborate closely with Partners in an entrepreneurial environment that values exceptional client service and tax expertise.
• Responsible for overseeing tax planning and compliance functions for ultra-high net worth individuals and their families, with a particular emphasis on clients in the financial services sector, such as hedge funds, private equity, and other investment-related individuals.
• Possess comprehensive knowledge of hedge fund K-1 treatment, as well as a working understanding of trusts, estates, gifts, and charitable entities.
• Directly engage with clients to deliver innovative tax planning, consulting, and compliance solutions.
• Take on the primary review of complex tax returns and maintain regular communication with clients.
• Cultivate and nurture relationships with clients, staff members, and external third-party client vendors.
• Provide training and supervision to staff members, including reviewing and evaluating their work.
• Occasional local travel to clients' locations may be required.
• Actively solicit new client relationships and participate in client/potential client seminars to expand networking opportunities.
• Stay updated on changes in tax laws, regulations, and accounting standards, and proactively apply new knowledge to client engagements.
• Collaborate with other tax professionals within the firm to coordinate efforts, share knowledge, and ensure efficient and effective delivery of tax services.
• Hold self and direct reports responsible for achieving developmental goals

Basic Qualifications

• Bachelor's Degree in Accounting or equivalent field is required
• 8+ years of recent (within 2 years) tax compliance and/or tax consulting experience in public accounting or with a mix of public/private experience
• Experience preparing/reviewing US based tax returns for partnerships, s-corps, and individuals
• CPA or IRS Enrolled Agent Certification required

Preferred/Desired Qualifications

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

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

For Illinois candidates, the expected salary range for this position is between $110,000 and $180,000. The range for the position in other geographies may be based on market differences. The actual compensation will be determined based on experience and other factors permitted by law.

Preferred Location: Elgin