Tax Partner – Private Client Services
EisnerAmper
Tax Director - Private Client Services
EisnerAmper
full-time
Posted on:
Origin: • 🇺🇸 United States
Visit company websiteJob Level
Lead
About the role
- Review of tax projections, tax workpapers and tax returns, specifically Federal and State Individual and Fiduciary tax returns
- Oversee and manage the tax return process including identification and resolution of tax issues
- Apply corporation and partnership accounting and tax concepts to client engagements
- Mentor, train and manage staff accountants to meet deadlines and prioritize workload
- Effectively manage multiple tax engagements in a team environment and work independently
- Identify potential opportunities for new and/or expanded client services
- Lead and manage engagements, including budgeting, billing and engagement economics
- Serve Private Client Services clients including family-owned businesses and high net worth individuals
Requirements
- Bachelor’s degree in Accounting or equivalent field
- CPA or JD required
- 10+ years of recent tax compliance and/or tax consulting experience in public accounting or with a mix of public/private experience
- 10+ years of progressive tax experience providing tax compliance and consulting services for individuals and S-corporations or partnerships
- 6+ years of experience working in complex technical tax
- Experience with corporation and partnership accounting and tax concepts
- Ability to lead and manage engagements, including budgeting, billing and engagement economics
- Mentor, train and manage staff accountants to meet deadlines and prioritize workload
- Ability to effectively manage multiple tax engagements in a team environment and work independently
- Experience acquiring new clients and growing a book of business (preferred)
- Master’s degree in tax or equivalent field preferred
