Tax Senior Manager - Private Client Services (PCS)

EisnerAmper LLP; Iselin (PA); Hybrid; USD 150,000 - 210,000; Full time

Job summary

EisnerAmper LLP in the United States is seeking a senior tax professional to lead a team serving ultra-high-net-worth clients. You will oversee tax planning, compliance, and client engagement, delivering innovative tax solutions in a collaborative environment.

The ideal candidate has CPA or EA certification, 8+ years in tax, and recent public accounting experience. This hybrid role offers flexibility with office locations and travel as needed.

Qualifications

• Bachelor’s Degree in Accounting or equivalent field is required.
• 8+ years of tax compliance experience (individual, fiduciary, estate, gifts).
• Recent Public Accounting experience.
• CPA or IRS Enrolled Agent certification required.

Responsibilities

• Supervise a team and nurture client relationships while expanding the firm’s business.
• Oversee tax planning and compliance for ultra-high net worth clients.
• Engage with clients to deliver tax planning, consulting, and compliance solutions.
• Lead review of complex tax returns and maintain client communications.
• Recruit and nurture relationships with clients, staff, and vendors.
• Provide training and supervision to staff, reviewing their work.
• Stay updated on tax laws and accounting standards; apply knowledge to engagements.
• Collaborate with tax professionals to coordinate efforts and deliver services.
• Occasional local travel to client locations.
• Solicit new client relationships and participate in seminars.
• Hold self and reports accountable for developmental goals.

Education

Bachelor’s Degree in Accounting or equivalent field

Master’s Degree in Taxation or relevant field

Tools

GoSystems

CCH Axcess

Job description

Responsibilities

• Supervise a team, foster strong client relationships, prospect and contribute to the establishment of 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.
• Possess comprehensive knowledge of hedge fund K-1 treatment, 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.
• Recruit and nurture relationships with clients, staff members, and external third-party 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 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 tax compliance, specialization in individual, fiduciary, estate and gift taxation.
• Recent Public Accounting experience.
• 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.

Work Arrangement

The position offers flexibility in terms of office location and follows a hybrid working model.

EEO Statement

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.

Qualified applicants will receive consideration for employment regardless of background.