Tax Senior Manager – Private Client Services

EisnerAmper; Pasadena (CA); Hybrid; USD 175,000 - 225,000; Full time

Job summary

EisnerAmper, a leading accounting and advisory firm, seeks a Tax Senior Manager to lead the Private Client Services practice in a hybrid environment with Pasadena as a preferred location. You will oversee complex tax planning and compliance for ultra-high-net-worth individuals, manage client engagements, and contribute to business development.

You will supervise staff, foster client relationships, review complex returns, and stay current with tax laws.

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.
• Recent Public Accounting experience.
• CPA or IRS Enrolled Agent Certification required.

Responsibilities

• Supervise a team and manage client relationships while pursuing new engagements.
• Oversee tax planning and compliance for ultra-high-net-worth individuals and their families.
• Handle hedge funds, private equity, and investment-related clients.
• Directly engage with clients to deliver tax planning and compliance solutions.
• Review complex tax returns and maintain client communication.
• Develop staff through training and supervision.
• Travel to client locations as needed.
• Solicit new client relationships and participate in seminars.
• Stay updated on tax laws and apply changes to engagements.
• Collaborate with other tax professionals for efficient delivery.
• Hold team accountable for developmental goals.

Skills

Leadership

Tax planning

Client relationships

Communication

Education

Bachelor's Degree in Accounting

Master's Degree in Taxation

Tools

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.

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, as EisnerAmper follows a hybrid working model and has offices available in the listed locations below.

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
• Numerous Employee Resource Groups (ERGs) to support our Diversity, Equity, & Inclusion (DE&I) efforts

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
• 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
• Recent Public Accounting experience
• CPA or IRS Enrolled Agent Certification required

Preferred/Desired Qualifications

• Master's Degree in Taxation or relevant field
• Experience acquiring new clients and growing a book of business
• Experience using CCH Axcess tax software

We strongly believe in the value of diversity and creating supportive, inclusive environments where our colleagues can succeed. As such, EisnerAmper is proud to be an Equal Opportunity Employer. We do not discriminate on the basis of race, color, ancestry, national origin, religion, or religious creed, mental or physical disability, medical condition, genetic information, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, gender expression, age, marital status, military or protected veteran status, citizenship, or other 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.

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.

Should you need any accommodations to complete this application please email: [e-mail]

Expected Annual Salary Range: $175,000 - $225,000

Preferred Location

Pasadena