Tax Senior Manager - Private Client Services (PCS)

EisnerAmper; Boston (MA); Hybrid; USD 100,000 - 150,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) retirement plan

Paid holidays and vacation

Job summary

EisnerAmper is looking for a Tax Senior Manager to join their Private Client Services practice. The role involves preparing and reviewing tax returns, advising high net-worth individuals, and analyzing tax compliance. Candidates should be Certified Public Accountants with at least 12 years of experience in tax and demonstrated ability to manage complex multi-state tax issues. The role offers benefits including health insurance, a 401(k) plan, and flexible spending accounts.

Qualifications

• 12+ years of tax experience with high net-worth clients.
• Prior individual and trust tax preparation experience.
• Ability to work in a fast-paced environment.

Responsibilities

• Review and prepare tax returns for high net-worth individuals.
• Research tax technical issues and provide guidance.
• Delegate workflow and manage staff contributions.
• Maintain client interactions and manage their inquiries.

Skills

Tax compliance and consulting

Multi-state tax returns

Research and analysis

Client communication

CCH ProSystem FX

CCH Axcess

Excel

Written communication

Education

Bachelor’s degree in taxation/accounting

Certified Public Accountant (CPA)

Master’s Degree in Taxation (preferred)

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. The role involves providing tax compliance and consulting services, and analyzing financial, gift, estate, and income tax issues for high net‑worth individuals and related businesses. The ideal candidate will have experience preparing and reviewing tax returns, researching tax technical topics, and working on tax planning goals. Based in Westwood, MA, this client‑facing position is responsible for delegating workflow and collaborating with team members.

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 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 You Will be Responsible For

• Review and prepare federal and multi-state individual and trust tax returns for high net‑worth individuals and families.
• Research and critically analyze tax technical issues.
• Advise and provide guidance on tax planning and compliance matters.
• Delegate workflow to staff and see work products to their completion.
• Regularly interact with clients and respond to their requests and questions in a timely manner.
• Correspond and communicate with federal and state taxing authorities regarding nonresident tax withholding, client penalty notices, and other items.
• Address ad‑hoc client needs, including analyses of potential tax implications of transactions, life events, etc.

Basic Qualifications

• Certified Public Accountant (CPA).
• Bachelor’s degree in taxation and/or accounting.
• 12+ years of experience.
• Prior individual and trust tax preparation experience with high net‑worth clients and family offices, including multi‑state tax returns.
• Ability to pursue self‑development and collaborate within a team dynamic.
• Ability to work well in a fast‑paced environment and multi‑task.
• Thorough knowledge of CCH ProSystem FX and/or CCH Axcess, Excel, and Word.
• Professional communication skills, including the ability to communicate clearly and concisely (oral and written).

Preferred / Desired Qualifications

• Master’s Degree in Taxation or a relevant field.

Preferred Location

• Westwood, MA.

Benefits

• Medical, dental, vision, life, and disability insurance.
• 401(k) retirement plan.
• Flexible Spending & Health Savings Account.
• Paid holidays, vacation, and sick time.
• Employee assistance program and other firm benefits.

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.