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Tax Senior Manager – Private Client Services
EisnerAmperTax Senior Manager overseeing tax planning and compliance for high net worth individuals at EisnerAmper. Supervising a team and fostering client relationships in a progressive accounting firm.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in tax planning and compliance for ultra-high net worth individuals, with a strong focus on client relationship management and innovative consulting solutions. Proven ability to lead teams and engage in complex tax return reviews while expanding client networks.
Highest-signal resume keywords
Tax PlanningTax ComplianceClient Relationship ManagementPublic Accounting ExperienceCPA Certification
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Tax Compliance ServicesTax Consulting ServicesComplex Tax ReturnsTechnical Tax SpecializationClient Engagement
Soft Skills
Team SupervisionClient CommunicationNetworking
Certifications & Qualifications
CPAIRS Enrolled Agent Certification
Industry Keywords
High-Net-Worth IndividualsTax Planning SolutionsSustainable Business Development
About the role
Key responsibilities & impact- Supervise a team, foster strong client relationships, prospect and contribute to the establishment of a sustainable business
- Responsible for overseeing tax planning and compliance functions for ultra-high net worth individuals and their families
- Directly 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
- Actively solicit new client relationships and participate in client/potential client seminars to expand networking opportunities
Requirements
What you’ll need- 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
Benefits
Comp & perks- 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