EisnerAmper Logo

EisnerAmper

Tax Senior Manager – Private Client Services

Posted Yesterday
Be an Early Applicant
Remote or Hybrid
Hiring Remotely in Boston, MA
Senior level
Remote or Hybrid
Hiring Remotely in Boston, MA
Senior level
Oversee tax planning, compliance, consulting, and complex return reviews for ultra-high-net-worth individuals, families, and financial-services clients. Supervise and develop staff, manage client relationships, pursue new business, review technical tax work, and collaborate with partners and tax professionals. Requires expertise in hedge fund K-1s, trusts, estates, gifts, charitable entities, and current tax laws. Occasional local client travel is required.
The summary above was generated by AI
Job Description

At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you’re 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 you’ll love from top to bottom – we give you the tools you need to succeed and the autonomy to reach your goals.  

 

We are seeking a Tax Senior Manager to join the Private Client Services (PCS) practice, able to sit in a number of our offices. We are seeking someone who thrives in a growing environment and providing clients with exceptional services. 

 

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:  
  • 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 

Preferred/Desired Qualifications: 
  • Master’s Degree in Taxation or relevant field 
  •  Experience acquiring new clients and growing a book of business 
  • Experience using GoSystems or CCH Axcess tax software 

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. 


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. We're known for presenting options and pathways for our employees to grow as professionals. Here, you can not only discover what you’re passionate about, but pursue it.   

 

Working with businesses of all sizes and across every industry, our typical client is atypical. Because of this, it’s 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 4,500 employees including 450 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.  

 

Should you need any accommodations to complete this application please email: [email protected]  


#LI-MG1

#LI-Hybrid

Preferred Location:
Boston

Similar Jobs

23 Days Ago
Remote or Hybrid
3 Locations
120K-200K Annually
Senior level
120K-200K Annually
Senior level
Consulting • Financial Services
Oversee tax planning, compliance, and complex return review for ultra-high-net-worth individuals and families. Lead client engagements, supervise and develop staff, manage budgets and profitability, support business development and recruiting, and ensure accurate application of tax law. The role requires expertise in hedge fund K-1s, trusts, estates, gifts, charitable entities, and federal, state, and local tax matters.
Top Skills: Cch AxcessGosystems
4 Hours Ago
Remote or Hybrid
United States
17-25 Hourly
Junior
17-25 Hourly
Junior
Artificial Intelligence • Automotive • Greentech • Information Technology • Machine Learning • Software • Cybersecurity
Provides remote technical customer support for Xtime and Cox Automotive products through phone, email, and chat. Resolves routine product and application issues, documents cases in CRM systems, trains and coaches customers, coordinates with internal teams, and follows up through resolution while meeting quality standards.
Top Skills: Cox Automotive SuiteCRMGenesys PurecloudSalesforceXtime
9 Hours Ago
Remote
United States
20-150K Annually
Entry level
20-150K Annually
Entry level
Software • Database
Full-cycle enterprise sales role responsible for prospecting, developing, qualifying, and closing deals with large, multi-stakeholder organizations. The position sells FacilitiesLink, a facilities information platform for planning, building, and operating large-scale campus environments. Compensation includes 50% commission, a $20-per-hour guaranteed draw, and on-target earnings starting at $150,000 annually. Flexible work arrangements are available, with occasional travel required.
Top Skills: Enterprise DatabasesFacilities Information SystemsFacilitieslink

What you need to know about the Los Angeles Tech Scene

Los Angeles is a global leader in entertainment, so it’s no surprise that many of the biggest players in streaming, digital media and game development call the city home. But the city boasts plenty of non-entertainment innovation as well, with tech companies spanning verticals like AI, fintech, e-commerce and biotech. With major universities like Caltech, UCLA, USC and the nearby UC Irvine, the city has a steady supply of top-flight tech and engineering talent — not counting the graduates flocking to Los Angeles from across the world to enjoy its beaches, culture and year-round temperate climate.

Key Facts About Los Angeles Tech

  • Number of Tech Workers: 375,800; 5.5% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Snap, Netflix, SpaceX, Disney, Google
  • Key Industries: Artificial intelligence, adtech, media, software, game development
  • Funding Landscape: $11.6 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Strong Ventures, Fifth Wall, Upfront Ventures, Mucker Capital, Kittyhawk Ventures
  • Research Centers and Universities: California Institute of Technology, UCLA, University of Southern California, UC Irvine, Pepperdine, California Institute for Immunology and Immunotherapy, Center for Quantum Science and Engineering

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account