Tax Partner – Private Client Services
EisnerAmper
full-time
Posted on:
Location Type: Office
Location: West Palm Beach • Florida • 🇺🇸 United States
Visit company websiteJob Level
SeniorLead
About the role
- Perform partner level compliance review and tax return signoff
- Handle client consultations on planning opportunities and changes in tax law
- Working on proposals and assisting in developing new business
- Meeting prospective clients and developing relationships with new and existing clients
- Expanding services to existing clients
- Supervising engagements and special projects undertaken by the firm
- Overseeing all aspects of the client engagement
- Supervising, training and evaluating advanced level staff
- Coaching, mentoring and assisting staff so they can develop and assist in the growth of the tax function
- Maintaining exceptional technical knowledge of new tax issues and general business trends that affect the client
Requirements
- Bachelor’s degree in Accounting or equivalent field
- CPA or JD
- 15 + years of progressive tax experience
- 2+ years as a Partner or Director at a public accounting firm
- 10+ years of supervisory experience, mentoring and counseling associates
- Experience working with high net-worth individual, family office clients and closely-held businesses
- Master’s degree in Accounting or equivalent field
- Experience acquiring new clients and growing a book of business
Benefits
- flexibility to manage your days in support of our commitment to work/life balance
- culture that has received multiple top “Places to Work” awards
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
tax compliance reviewtax return signoffclient consultationsbusiness proposalsclient engagement supervisiontax function developmenttax issue knowledgebusiness trend analysis
Soft skills
relationship developmentcoachingmentoringtrainingevaluating staffclient acquisitionbusiness growth
Certifications
CPAJD