Tax Senior Manager Private Client Services (PCS)
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Job Location:
Philadelphia, PA - USA
Monthly Salary:
Not Disclosed
Posted on:
22 hours ago
Vacancies:
1 Vacancy
Job Summary
Job Description
At EisnerAmper we look for individuals who welcome new ideas encourage innovation and are eager to make an impact. Whether youre starting out in your career or taking your next step as a seasoned professional the EisnerAmper experience is one-of-a-kind. You can design a career youll love from top to bottom we give you the tools you need to succeed and the autonomy to reach your goals.
EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with the capacity to efficiently oversee multiple client engagements while also demonstrating proficiency in business development marketing and recruitment efforts. Furthermore the ideal candidate will possess strong leadership skills and the aptitude to foster professional growth within our staff. This position offers flexibility in terms of office location as EisnerAmper follows a hybrid working model and has offices available in the listed locations below.
What it Means to Work for EisnerAmper:
You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry
You will have the flexibility to manage your days in support of our commitment to work/life balance
You will join a culture that has received multiple top Places to Work awards
We believe that great work is accomplished when cultures ideas and experiences come together to create new solutions
We understand that embracing our differences is what unites us as a team and strengthens our foundation
Showing up authentically is how we both as professionals and a Firm find inspiration to do our best work
Numerous Employee Resource Groups (ERGs) to support our Diversity Equity & Inclusion (DE&I) efforts
What Work You Will be Responsible For:
Supervise a team foster strong client relationships prospect and contribute to the establishment of a sustainable business. The individual will collaborate closely with Partners in an entrepreneurial environment that values exceptional client service and tax expertise.
Responsible for overseeing tax planning and compliance functions for ultra-high net worth individuals and their families with a particular emphasis on clients in the financial services sector such as hedge funds private equity and other investment-related individuals.
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
Basic Qualifications:
Bachelors 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
Preferred/Desired Qualifications:
Masters Degree in Taxation or relevant field
Experience acquiring new clients and growing a book of business
Experience using GoSystems or CCH Axcess tax software
We strongly believe in the value of diversity and creating supportive inclusive environments where our colleagues can succeed. As such EisnerAmper is proud to be an Equal Opportunity Employer. We do not discriminate on the basis of race color ancestry national origin religion or religious creed mental or physical disability medical condition genetic information sex (including pregnancy childbirth and related medical conditions) sexual orientation gender identity gender expression age marital status military or protected veteran status citizenship or other protected characteristics under federal state or local law.
About our Private Client Services (PCS) Team:
The EisnerAmper Private Client Services Team connects family owned closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals. Operating within a culture where we hold each other accountable to our standards of teamwork creativity and a genuine care for each other we not only solve our clients problems but offer proactive solutions for the future.
As one of the largest and fastest-growing service lines at our firm we try to make a big group feel smaller. Were known for presenting options and pathways for our employees to grow as professionals. Here you can not only discover what youre passionate about but pursue it.
Working with businesses of all sizes and across every industry our typical client is atypical. Because of this its important that we can think like entrepreneurs ourselves to gain a true awareness of our clients and their businesses along with their unique operational and personal dynamics.
About EisnerAmper:
EisnerAmper is one of the largest accounting tax and business advisory firms with nearly 4000 employees including 400 partners across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow.
Our clients are enterprises as diverse as sophisticated financial institutions and start-ups global public firms and middle-market companies as well as high net worth individuals family offices not-for-profit organizations and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys financial professionals bankers and investors who serve these clients.
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Preferred Location:
Required Experience:
Senior Manager
Key Skills
- Customer Service
- Client Expectations
- Client Requirements
- Client Support
- Action Plans
- Issue Resolution
- Account Management
- Client Relationships
- Service Delivery
- Client Service
- Client Satisfaction
- Client Management
- Procedures
- Service Level Agreements
- New Clients
About Company
EisnerAmper provides comprehensive audit, accounting, and tax services. Our team offers tailored advisory services across multiple industries.
