Trust & Estate Tax Senior Manager - Private Client Services (PCS)

EisnerAmper; Mount Laurel Township (NJ); Hybrid; USD 120,000 - 160,000; Full time

Job summary

EisnerAmper is seeking a Trust & Estate Tax Senior Manager to join our Private Client Services team. The role offers flexibility in managing client engagements and responsibilities including tax planning and advisory for high net-worth clients. Ideal candidates will demonstrate strong leadership skills and a proactive approach to business development.

Benefits

Flexible work schedule

Work/life balance

Multiple top workplace awards

Qualifications

• 8+ years of tax compliance experience with trusts and estates.
• CPA or IRS Enrolled Agent Certification required.
• Recent Public Accounting experience is essential.

Responsibilities

• Oversee tax planning and compliance functions for trusts and estates.
• Provide expert tax planning and advisory services to clients.
• Review complex tax returns and maintain client communication.

Skills

Tax Planning

Client Relationship Management

Business Development

Leadership

Strategic Thinking

Education

Bachelor’s Degree in Accounting

Master’s Degree in Taxation

Tools

GoSystems

CCH Axcess

Job description

Join to apply for the Trust & Estate Tax Senior Manager - Private Client Services (PCS) role at EisnerAmper

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 specializing in Trust & Estate to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with the capacity to efficiently oversee multiple client engagements while also demonstrating proficiency in business development, marketing, and recruitment efforts. Furthermore, the ideal candidate will possess strong leadership skills and the aptitude to foster professional growth among our staff. This position offers flexibility in terms of office location, as EisnerAmper follows a hybrid working model and has offices available in the locations listed below.

What it Means to Work for EisnerAmper:

• 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 “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 Work You Will be Responsible For:

• Responsible for overseeing tax planning and compliance functions for individuals, trusts, estates, and related entities, ensuring accuracy and compliance with tax laws and regulations.
• Provide expert tax planning and advisory services to clients, including wealth transfer strategies, charitable planning, and estate planning.
• 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
• 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

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.

About our Private Client Services (PCS) Team:

The EisnerAmper Private 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, and a genuine care 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 make a big group feel smaller. We're known for presenting options and pathways for our employees to grow as professionals. Here, you can not only discover what you’re passionate about, but pursue it.

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

About EisnerAmper:

EisnerAmper is one of the largest accounting, tax, and business advisory firms, with nearly 4,000 employees including 400 partners across the world. We combine responsiveness with a long-range perspective; 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 public firms, 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].

Preferred Location:

Philadelphia