EisnerAmper

Tax Senior Manager – Private Client Services

EisnerAmper

full-time

Posted on:

Location Type: Hybrid

Location: Pasadena • California • United States

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Salary

💰 $120,000 - $200,000 per year

Job Level

Senior

About the role

  • Supervise a team, foster strong client relationships, prospect and contribute to the establishment of a sustainable business
  • Collaborate closely with Partners in an entrepreneurial environment that values exceptional client service and tax expertise
  • Oversee tax planning and compliance functions for ultra-high net worth individuals and their families
  • 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 relationships with clients, staff members, and external third-party client vendors
  • Provide training and supervision to staff members, including reviewing and evaluating their work
  • Actively solicit new client relationships and participate in client/potential client seminars

Requirements

  • Bachelor’s Degree in Accounting or equivalent field is required
  • 10+ years of progressive tax experience providing tax compliance and consulting services to high-net-worth individuals
  • 8+ years of tax compliance, specialization in complex technical individual and business
  • Recent Public Accounting experience
  • CPA or IRS Enrolled Agent Certification required
  • Experience acquiring new clients and growing a book of business
  • Experience using GoSystems or CCH Axcess tax software
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
  • Numerous Employee Resource Groups (ERGs) to support our Diversity, Equity, & Inclusion (DE&I) efforts
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
tax planningtax compliancetax consultingcomplex tax returnsclient relationship managementbusiness development
Soft Skills
supervisionclient servicecommunicationtrainingcollaboration
Certifications
CPAIRS Enrolled Agent