Analyst – Institutional Client Services
TD
Tax Partner – Private Client Services
EisnerAmper
full-time
Posted on:
Location: Louisiana • 🇺🇸 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, law or equivalent field
- CPA or JD required
- 12+ years of progressive tax experience providing tax compliance and consulting services to high-net-worth individuals
- 5+ years of supervisory experience, mentoring and counseling associates
- Experience acquiring new clients and growing a book of business
