Tax Senior Manager – Private Client Services

EisnerAmper

Tax Senior Manager overseeing tax planning and compliance for ultra-high net worth individuals. Join EisnerAmper, a leading accounting firm, and contribute to dynamic client engagements.

Posted 7/25/2026full-timeRemote • New York • 🇺🇸 United StatesSeniorWebsite

Core Competencies

Role fit

Core 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 team supervision. Proficient in navigating complex tax regulations and delivering innovative solutions while fostering a collaborative work environment.

Highest-signal resume keywords

Tax PlanningClient Relationship ManagementTax ComplianceCPA CertificationGoSystems or CCH Axcess Experience

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

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

Hard Skills

Tax ComplianceTax ConsultingUS Based Tax ReturnsHedge Fund K-1 TreatmentTrusts and Estates KnowledgeCharitable Entities UnderstandingComplex Tax Return ReviewTax Law UpdatesClient EngagementTraining and Supervision

Soft Skills

Team SupervisionClient Relationship BuildingCommunicationNetworkingCollaboration

Tools & Technologies

GoSystemsCCH Axcess

Certifications & Qualifications

CPAIRS Enrolled Agent CertificationMaster’s Degree in Taxation

Industry Keywords

Public AccountingPrivate AccountingUltra-High Net Worth IndividualsTax RegulationsAccounting Standards

About the role

Key responsibilities & impact

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
Possess comprehensive knowledge of hedge fund K-1 treatment, as well as a working understanding of trusts, estates, gifts, and charitable entities
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
Cultivate and nurture relationships with clients, staff members, and external third-party client vendors
Provide training and supervision to staff members, including reviewing and evaluating their work
Occasional local travel to clients' locations may be required
Actively solicit new client relationships and participate in client/potential client seminars to expand networking opportunities
Stay updated on changes in tax laws, regulations, and accounting standards, and proactively apply new knowledge to client engagements
Collaborate with other tax professionals within the firm to coordinate efforts, share knowledge, and ensure efficient and effective delivery of tax services
Hold self and direct reports responsible for achieving developmental goals

Requirements

What you’ll need

Bachelor’s Degree in Accounting or equivalent field is required
8+ years of recent (within 2 years) tax compliance and/or tax consulting experience in public accounting or with a mix of public/private experience, specializing in US based tax returns for entities and individuals
CPA or IRS Enrolled Agent Certification required
Master’s Degree in Taxation or relevant field (preferred)
Experience using GoSystems or CCH Axcess tax software (preferred)

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