Tax Senior Manager, Private Client Services — UHNW Planning

EisnerAmper LLP; Peoria (IL); Presencial; USD 150.000 - 230.000; Tempo integral

Resumo da vaga

EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) team and oversee tax planning and compliance for ultra-high net worth individuals, with a focus on hedge funds and financial services clients. The role supports growth and exceptional client service in a collaborative, entrepreneurial environment.

The position requires strong leadership, tax expertise, and the ability to mentor staff while staying current on evolving tax laws.

Qualificações

• Bachelor’s degree in Accounting or equivalent.
• 10+ years of progressive tax experience serving high-net-worth individuals.
• 8+ years in tax compliance, specializing in complex individual and business tax.
• CPA or IRS Enrolled Agent certification.
• Public Accounting experience.

Responsabilidades

• Supervise a team and foster strong client relationships while building a sustainable business.
• Oversee tax planning and compliance for ultra-high net worth individuals in the financial services sector.
• Possess knowledge of hedge fund K-1 treatment and trusts, estates, gifts, and charitable entities.
• Directly engage with clients to deliver innovative tax planning, consulting, and compliance solutions.
• Review complex tax returns and maintain regular client communication.
• Cultivate relationships with clients, staff, and external vendors.
• Provide training and supervision to staff, including reviewing their work.
• Occasional local travel to client locations may be required.
• Solicit new client relationships and participate in seminars to expand networking.
• Stay updated on tax law changes and apply them to client engagements.
• Collaborate with other tax professionals to coordinate efforts and ensure efficient delivery.
• Hold self and team accountable for developmental goals.

Conhecimentos

Leadership

Tax expertise

Client relations

Communication

Strategic thinking

Formação

Bachelor’s in Accounting

Master’s in Taxation (preferred)

CPA/EA

Ferramentas

GoSystems

CCH Axcess

Descrição da vaga

EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) team and oversee tax planning and compliance for ultra-high net worth individuals, with a focus on hedge funds and financial services clients. The role supports growth and exceptional client service in a collaborative, entrepreneurial environment.

The position requires strong leadership, tax expertise, and the ability to mentor staff while staying current on evolving tax laws.