Tax Senior Manager – Trust & EstateHigh-Net-Worth, Private Client Services

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 our Private Client Services Trust & Estate / High-Net-Worth team in Minneapolis MN. This is a targeted opportunity for an experienced tax professional who enjoys advising high-net-worth individuals families fiduciaries trusts estates family offices and closely held business owners on complex tax planning and compliance matters.

In this role you will oversee multiple client engagements build trusted client relationships support business development efforts and mentor and develop team members. This is an opportunity to help shape and grow a specialized Trust & Estate / High-Net-Worth practice in Minneapolis while leveraging the resources and depth of a national PCS platform.

• 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

• Supervise mentor and develop team members while fostering a collaborative service-oriented environment.
• Oversee tax planning and compliance for high-net-worth and ultra-high-net-worth individuals families fiduciaries trusts estates family offices and closely held business owners.

• Review complex individual fiduciary gift and estate tax returns.
• Manage a portfolio of clients and act as the primary point of contact in conjunction with the engagement partner and client service team.
• Advise clients on income tax planning wealth transfer planning trust and estate matters charitable giving strategies and multigenerational family tax considerations.
• Serve as a primary client contact in partnership with engagement partners and client service teams providing proactive guidance and building long-term trusted advisor relationships.
• Collaborate with PCS leadership and specialists across tax advisory SALT international tax and related service areas to deliver integrated planning consulting and compliance solutions.
• Build and maintain strong relationships with clients internal team members and external advisors including attorneys financial advisors and other third-party client service providers.
• Support the continued growth of the Minneapolis trust and estate / high-net-worth practice through exceptional client service relationship development market presence and business development efforts.
• Participate in client and prospective client meetings seminars and networking opportunities to help expand relationships and identify new opportunities.
• Stay current on changes in tax laws regulations and accounting standards and proactively apply new knowledge to client engagements.
• Supervise mentor and develop team members including reviewing work providing feedback and supporting professional growth.
• Hold self and direct reports accountable for achieving developmental goals and delivering high-quality work.
• Support the growth of the Minneapolis Trust & Estate / High-Net-Worth PCS practice through client service relationship development networking and business development efforts.
• Occasional local travel to client locations may be required.

• Bachelors 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 a combination of public accounting and private industry experience.
• Experience preparing and/or reviewing U.S.-based tax returns for individuals trusts and estates.
• Experience working with high-net-worth individuals family groups closely held businesses fiduciary returns or related private client tax matters.
• CPA JD or IRS Enrolled Agent certification required.

• Experience with trust estate gift and fiduciary tax matters.
• Experience advising high-net-worth or ultra-high-net-worth individuals family offices or multigenerational family groups.
• Familiarity with charitable planning wealth transfer planning estate planning strategies or closely held business owner tax planning.
• Experience working directly with attorneys financial advisors fiduciaries and other external client advisors.
• Masters Degree in Taxation or relevant field or JD preferred.
• Experience using GoSystem CCH Axcess or similar tax software preferred.

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

The EisnerAmper Private Client Services Team works with family-owned and closely held businesses high-net-worth individuals family offices fiduciaries and multigenerational families to help them address complex tax accounting and financial matters. Our professionals provide proactive planning and compliance support across individual fiduciary trust estate gift charitable and closely held business tax matters.

Within PCS our Trust & Estate / High-Net-Worth team focuses on building long-term client relationships and delivering thoughtful integrated solutions tailored to each clients personal family and business goals. Operating within a culture of teamwork accountability creativity and genuine care for one another we work to serve as trusted advisors while helping our professionals grow and pursue meaningful career paths.

As one of the largest and fastest-growing service lines at our firm PCS offers the resources of a national platform while maintaining a team-oriented environment. This role provides an opportunity to help grow a specialized practice mentor developing professionals and work closely with leaders who are invested in both client service and team development.

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 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.

For Minnesota candidates the expected salary range for this position is between $160000 and $200000. The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law.

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