Tax Senior Manager – Private Client Services
LOCATION
Pasadena or Los Angeles, Hybrid working model
QUALIFICATIONS
Bachelor’s degree in Accounting or equivalent field, 8+ years of tax compliance experience, CPA or IRS Enrolled Agent Certification required; Master’s Degree in Taxation or experience with GoSystems or CCH Axcess preferred.
RESPONSIBILITIES
Oversee tax planning and compliance for ultra-high net worth individuals, manage client relationships, supervise team, provide training, review complex tax returns, actively solicit new clients, and stay updated on tax laws.
INDUSTRY
Accounting, Tax, and Business Advisory Services
SHORT DESCRIPTION
EisnerAmper seeks a Tax Senior Manager to lead and develop client engagements in the Private Client Services practice, focusing on high net worth individuals, with strong emphasis on business development and team leadership.
- 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
- Numerous Employee Resource Groups (ERGs) to support our Diversity, Equity, & Inclusion (DE&I) efforts
- Supervise a team, foster strong client relationships, prospect and contribute to the establishment of a sustainable business. The individual will collaborate closely with Partners in an entrepreneurial environment that values exceptional client service and tax expertise.
- Responsible for overseeing 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, as well as 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
- 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
- Master’s Degree in Taxation or relevant field
- Experience using GoSystems or CCH Axcess tax software
For NYC and California, the expected salary range for this position is between
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