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EisnerAmper

Tax Senior Manager - Private Client Services

Reposted 2 Days Ago
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In-Office
3 Locations
Senior level
In-Office
3 Locations
Senior level
Supervise tax compliance for high net worth individuals, lead teams, manage client relationships, and ensure innovative tax solutions and training for staff.
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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 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 within our staff. This position offers flexibility in terms of office location, as EisnerAmper follows a hybrid working model and has offices available in the listed locations 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

    • Numerous Employee Resource Groups (ERGs) to support our Diversity, Equity, & Inclusion (DE&I) efforts

What Work You Will Be Responsible For:

  • Manage and develop a high-performing team of tax professionals, providing technical guidance, feedback, and growth opportunities while collaborating with Partners to deliver outstanding client service and innovative tax solutions

  • Oversee tax planning and compliance functions for closely held businesses (S-corporations, partnerships, and corporations) and their owners, including high-net-worth individuals, families, and family offices

  • Directly engage with business owners, executives, and family decision-makers to deliver integrated PCS solutions, including individual and entity-level tax considerations

  • Review complex tax returns for entities and related individuals, ensuring accuracy, timeliness, and compliance with tax laws and regulations

  • Interpret and analyze financial data to engage clients in meaningful conversations about their operations, liquidity, cash flow planning, and overhead costs. Identify necessary book-to-tax adjustments and assist with complex accounting matters, such as recording sale or purchase transactions. Know when to involve GAAP specialists for technical support. Develop a working understanding of financial concepts like income normalization and EBITDA to effectively communicate with clients considering a business sale. Mentor staff and seniors on accounting adjustments and related technical topics.

  • Collaborate with partners to build and expand client relationships, actively contributing to business development, networking, and the cultivation of new client opportunities.

  • Serve as a trusted advisor by proactively identifying tax-saving opportunities and addressing emerging client needs

  • Manage engagement economics, including budgets, timelines, billing, and profitability.

  • Provide ongoing training, supervision, and mentorship to associates, seniors, and managers, holding self and direct reports accountable for professional growth and performance

  • Stay current on changes in federal and state tax laws affecting closely held entities and high-net-worth clients, and apply insights to client engagements

  • Collaborate with colleagues across service lines (estate planning, audit, advisory) to deliver coordinated client service

  • Occasionally travel locally to client locations as needed

Basic Qualifications:

  • Bachelor’s Degree in Accounting or equivalent field is required

  • 8+ years of progressive tax experience, including compliance and consulting for closely held businesses and their owners

  • Significant recent experience in Public Accounting

  • Active CPA or IRS Enrolled Agent Certification required

Preferred/Desired Qualifications:

  • Master’s Degree in Taxation or relevant field

  • Demonstrated ability to acquire and expand client relationships and grow a book of business

  • Experience using GoSystems or CCH Axcess tax software

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.

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: [email protected]

Preferred Location:
Fort Lauderdale

Top Skills

Cch Axcess
Gosystems

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