Tax Senior Manager – Private Client Services EisnerAmper Pasadena +3 more locations Tax

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

Benefits offered by this job

Hybrid work model

Job summary

EisnerAmper seeks a Tax Senior Manager to join the Private Client Services (PCS) practice in Pasadena, with a hybrid work model. You will supervise engagements, lead tax planning for ultra-high-net-worth clients, and contribute to business development and staff growth.

The role requires CPA or Enrolled Agent status, 10+ years of tax experience in public accounting, and expertise in hedge fund K-1s, trusts, estates, and related entities. Travel to local client sites may be required.

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, specializing in complex technical individuals and business.
• Recent Public Accounting experience.
• CPA or IRS Enrolled Agent Certification required.
• Master’s Degree in Taxation or relevant field preferred.
• Experience acquiring new clients and growing a book of business.
• Experience using CCH Axcess Tax software.

Responsibilities

• Supervise a team, foster strong client relationships, and contribute to sustainable business growth.
• Oversee tax planning and compliance for ultra-high-net-worth individuals, including hedge funds and related entities.
• Engage with clients to deliver innovative tax planning, consulting, and compliance solutions.
• Directly review complex tax returns and maintain regular client communication.
• Provide training and supervision to staff and review their work.
• Travel locally to client sites when required.
• Solicit new client relationships and participate in seminars to expand networking opportunities.
• Stay updated on changes in tax laws and apply knowledge to engagements.

Skills

Client management

Business development

Recruitment

Leadership

Team supervision

Education

Bachelor's Degree in Accounting or equivalent

Master's Degree in Taxation or relevant field

CPA or IRS Enrolled Agent Certification

Tools

CCH Axcess Tax

Job description

Job Description

AtEisnerAmper, we look for individuals who welcomenew ideas, encourage innovation, and areeagerto make an impact. Whetheryou’restarting out in your career or taking your next step as a seasoned professional, theEisnerAmperexperience is one-of-a-kind. You can design a careeryou’lllove from top to bottom – we give you the tools you need to succeed and the autonomy to reach your goals.

EisnerAmperis seeking a TaxSeniorManager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with thecapacityto efficiently oversee multiple client engagements while alsodemonstratingproficiencyin business development, marketing, and recruitment efforts. Furthermore, the ideal candidate willpossessstrong leadership skills and the aptitude to foster professional growthwithinour staff. This position offers flexibility in terms of office location, asEisnerAmperfollows a hybrid working model and has offices available in thelisted locationsbelow.

Whatit Means to Work forEisnerAmper:

• 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 “PlacestoWork” awards

• We believe thatgreat workisaccomplishedwhen cultures, ideas and experiences come together to createnew solutions

• We understand that embracing our differences is what unites us as a team and strengthens ourfoundation

• Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work

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

WhatWork You Willbe 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 taxexpertise.

• 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 andmaintainregular 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 berequired.

• Activelysolicitnew client relationships andparticipatein 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 taxservices.

• Hold self and direct reports responsible for achieving developmental goals

Basic Qualifications:

• Bachelor’sDegree inAccountingor equivalent field isrequired

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

• 8+ years of tax compliance, specialization incomplex technicalindividualand business

• Recent PublicAccountingexperience

• CPA or IRS Enrolled Agent Certificationrequired

Preferred/Desired Qualifications:

• Master’s Degree inTaxationor relevant field

• Experienceacquiringnew clients and growing a book of business

• Experience using CCHAxcesstax software

We strongly believe in the value of diversity and creating supportive, inclusive environments where our colleagues can succeed. As such,EisnerAmperis 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:

TheEisnerAmperPrivate 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, anda genuinecare 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 makea big groupfeel smaller.We'reknown for presenting options and pathways for our employees to grow as professionals. Here, you can not only discover whatyou’repassionateabout, butpursue it.

Working with businesses of all sizes and across every industry, our typical client is atypical. Because of this,it’simportant thatwe canthink like entrepreneurs ourselves to gain a true awareness of our clients and their businesses, along with their unique operational and personal dynamics.

AboutEisnerAmper:

EisnerAmperis one of the largest accounting, tax, and business advisory firms, withnearly 4,500employeesincluding 450partners across the world.We combine responsiveness with a long-rangeperspective;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 publicfirms,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

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Preferred Location:

Pasadena