Senior Tax Manager – Private Client Services

EisnerAmper

Tax Senior Manager overseeing compliance and advisory services for ultra-high net worth individuals. Collaborating with Partners and managing a dynamic team in a fully remote position.

Posted 7/9/2026full-timeRemote • 🇺🇸 United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in tax planning and compliance for ultra-high net worth individuals, with a strong focus on technical accuracy and client relationship management. Proven ability to lead teams, enhance service delivery through tax technology, and drive continuous improvement in tax processes.

Highest-signal resume keywords

Tax PlanningTax ComplianceClient Relationship ManagementTeam LeadershipCPA Certification

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax ComplianceTax PlanningComplex Tax ReturnsHedge Fund K-1 TreatmentTrusts and EstatesCharitable EntitiesTax Law KnowledgeData ToolsProcess ImprovementsBusiness Development

Soft Skills

Client ServiceCoachingCollaborationCommunicationProblem Solving

Tools & Technologies

Tax TechnologyData Tools

Certifications & Qualifications

CPAIRS Enrolled Agent

Industry Keywords

High-Net-Worth IndividualsPublic AccountingTax ComplianceTax ConsultingEngagement Management

About the role

Key responsibilities & impact

Supervise a team, foster strong client relationships, and collaborate closely with Partners in an entrepreneurial environment that values exceptional client service and technical excellence while maintaining clear visibility into engagement status, deadlines, and deliverables.
Oversee tax planning and compliance functions for ultra-high net worth individuals and their families, ensuring timely, accurate delivery of federal, state, and local returns, while proactively identifying and resolving workflow, technical, or client-related delays.
Possess comprehensive knowledge of hedge fund K-1 treatment, with strong understanding of trusts, estates, gifts, and charitable entities, and ensure consistent application of tax law and firm standards across all engagements.
Perform primary review of complex tax returns, ensuring technical accuracy, proper documentation, and minimal rework, while identifying recurring issues and driving continuous improvement.
Serve as a primary client contact, delivering proactive tax planning insights, responding to inquiries with clarity and urgency, and supporting client meetings and presentations.
Monitor engagement budgets, realization, and team utilization; identify margin risks, scope creep, or inefficiencies, and implement solutions to improve performance and profitability.
Cultivate and nurture relationships with clients, internal teams, and external stakeholders while promoting accountability and ownership across the engagement team.
Provide coaching, training, and real-time feedback to staff; support recruiting, onboarding, and performance evaluation efforts; and contribute to the continuous development of team capabilities.
Leverage tax technology, data tools, and process improvements to enhance efficiency, quality, and scalability of service delivery.
Actively participate in business development efforts, including identifying opportunities, supporting proposals, and expanding client relationships.
Stay current on tax law changes and collaborate across the firm to ensure consistent, high-quality service delivery.

Requirements

What you’ll need

Bachelor’s Degree in Accounting or equivalent field 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 returns
Recent Public Accounting experience
CPA or IRS Enrolled Agent Certification required

Benefits

Comp & perks

flexibility to manage your days in support of our commitment to work/life balance
join a culture that has received multiple top “Places to Work” awards
part of one of the largest and fastest growing accounting and advisory firms in the industry