Tax Senior Manager - Private Client Services jobs in United States
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EisnerAmper · 6 hours ago

Tax Senior Manager - Private Client Services

EisnerAmper is one of the largest accounting, tax, and business advisory firms, seeking a Tax Senior Manager to join their Private Client Services practice. The role involves overseeing tax planning and compliance for ultra-high net worth individuals, while also engaging in business development and fostering professional growth within the team.

AccountingAdviceConsultingFinanceFinancial ServicesOutsourcing
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H1B Sponsor Likelynote

Responsibilities

Supervise a team, foster strong client relationships, prospect and contribute to the establishment of a sustainable business
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

Qualification

Tax complianceCPAIRS Enrolled AgentTax planningGoSystemsCCH AxcessMaster’s Degree in TaxationClient relationship managementBusiness developmentStaff trainingLeadership skills

Required

Bachelor's Degree in Accounting or equivalent field is required
8+ years of tax compliance, specialization in individual, fiduciary, estate and gift taxation
Recent Public Accounting experience
CPA or IRS Enrolled Agent Certification required

Preferred

Master's Degree in Taxation or relevant field
Experience using GoSystems or CCH Axcess tax software

Company

EisnerAmper

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EisnerAmper is a full-service advisory and accounting firm that offers audit, accounting, advisory, consulting, and tax services.

H1B Sponsorship

EisnerAmper has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2022 (2)
2021 (5)
2020 (1)

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
TowerBrook Capital PartnersDeutsche Bank Securities
2021-08-02Private Equity
2021-08-02Debt Financing

Leadership Team

S
Sanjay Desai
Partner and Chief Technology Officer
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Jennifer Cuello
Partner
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Company data provided by crunchbase