Tax Senior Manager - Private Client Services (PCS)

EisnerAmper LLP; Philadelphia (Philadelphia County); On-site; USD 100,000 - 150,000; Full time

Job summary

EisnerAmper LLP is looking for a Tax Senior Manager to join the Private Client Services practice in Philadelphia. This role involves supervising a team, overseeing tax compliance and planning for high-net-worth individuals, particularly in the financial services sector.

The ideal candidate has over 10 years of tax experience, a Bachelor's Degree in Accounting, and CPA or IRS Enrolled Agent Certification. The position requires strong client engagement and team leadership skills.

Qualifications

• 10+ years of progressive tax experience with high-net-worth clients.
• 8+ years of experience in tax compliance.
• CPA or IRS Enrolled Agent Certification required.

Responsibilities

• Supervise a team and manage client relationships.
• Oversee tax planning and compliance for high-net-worth individuals.
• Engage with clients to deliver tax solutions.

Skills

Tax compliance

Client relationship management

Tax planning

Team supervision

Knowledge of trusts and estates

Education

Bachelor's Degree in Accounting

Master's Degree in Taxation

Tools

GoSystems

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. We are seeking a Tax Senior Manager to join the Private Client Services (PCS) practice.

What Work You Will be Responsible For:

• 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, 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 and 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 GoSystems or CCH Axcess tax software.

Preferred Location: Philadelphia

Equal Opportunity Employer Statement:

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.