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

EisnerAmper LLP; Woodbridge Township (NJ); Hybrid; USD 120,000 - 200,000; Full time

Job summary

A leading accounting and advisory firm is seeking a Tax Senior Manager specializing in Trust & Estate. This role involves overseeing tax planning, providing expert advisory services, and managing client relationships. Ideal candidates will have over 8 years of experience in tax compliance and hold a CPA or equivalent certification. The position offers flexibility through a hybrid work model.

Benefits

Flexibility in work location

Work/life balance initiatives

Professional development opportunities

Qualifications

• 8+ years of tax compliance experience, primarily in individual and estate taxation.
• Recent experience in Public Accounting.
• CPA, JD, or IRS Enrolled Agent Certification is required.

Responsibilities

• Oversee tax planning and compliance for individuals and trusts.
• Provide expert tax planning and advisory services.
• Review complex tax returns and maintain client communication.
• Solicit new client relationships and participate in seminars.

Skills

Tax compliance

Leadership

Client relationship management

Wealth transfer strategies

Charitable planning

Education

Bachelor’s Degree in Accounting or equivalent

Master’s Degree in Taxation

Tools

GoSystems

CCH Axcess tax software

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 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. 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 as a firm, find inspiration to do our best work.

What Work You Will be Responsible For

• Oversee 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, specializing in individual, fiduciary, estate and gift taxation.
• Recent Public Accounting experience.
• CPA, JD, or IRS Enrolled Agent Certification.

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.

Contact: [e-mail]

Preferred Location

Philadelphia

Salary Range (NYC & California)

Between $120,000 and $200,000. Compensation for other geographies may vary based on market.