Business Development Director- Private Client Services (Tax)

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.

The Business Development Executive Private Client Services (PCS) is a senior marketfacing executive responsible for originating new highnetworth (HNW) and ultrahighnetworth (UHNW) client relationships on a national basis across the firms Private Client Services offerings. This includes complex tax planning and compliance trusts & estates family office services outsourced accounting and advisory solutions tailored to highnetworth individuals families and their closely held entities.

This role operates nationally with accountability for driving PCS growth across the firms most strategically important private wealth markets and advisor channels. The executive will develop deep strategic relationships with influential wealth management firms private banks RIAs family offices trust companies business managers and law firms converting those relationships into meaningful firmwide revenue.

The position is intended for a proven senior rainmaker with an extensive private wealth network and the ability to credibly engage with HNW individuals family offices and their advisors nationwide.

• Drive the acquisition of new PCS clients nationally

• Achieve a new business target of $1.2 million annually sourced from qualified new client engagements.

• Build and expand national relationships private banks and wealth management institutions Independent RIAs and multifamily offices

• Serve as a senior ambassador for the firms PCS practice within the national HNW and advisor ecosystem.

• Identify PCS needs among principals and owners of existing corporate client relationships (e.g. law firms financial services firms familyowned businesses).

• Develop structured crossreferral pathways from corporate engagements into PCS services in partnership with Industry and Service Line leaders.

• Collaborate with PCS technical leaders estate planning professionals and family office specialists to scope propose and structure engagements.

• Lead client meetings pitch presentations pricing discussions and negotiation of engagement terms.

• Provide market insight competitive intelligence and strategic recommendations to PCS and BD leadership.

• Maintain disciplined pipeline management forecasting and CRM documentation.

• Partner closely with the National Head of Business Development and Head of PCS to ensure national alignment and coordinated gotomarket execution.

• Mentor PCS partners and professionals on market dynamics COI strategy and private wealth relationship development best practices.

• 15 years of seniorlevel business development or advisory experience

• Deep active national network across highnetworth advisors COIs and professional services ecosystems.

• Proven track record of originating significant PCS or private wealth advisory engagements ideally supporting annual pipelines of $310M.

• Executive presence and credibility with HNW/UHNW families principals and advisors.

• Ability to collaborate effectively with technical subject matter experts and translate complex client needs into actionable solutions.

• Strong pursuit leadership communication and commercial negotiation skills.

• High level of professionalism discretion and ability to manage sensitive client matters.

EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal state or local law.

EisnerAmper is one of the largest accounting tax and business advisory firms with approximately 450 partners and 4500 employees 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 represent enterprises of every form ranging from sophisticated financial institutions to startups global public firms to middle-market companies governmental entities as well as high-net-worth individuals family offices nonprofit organizations and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys financial professionals bankers investors and key stakeholders who serve these clients.

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