EisnerAmper · 8 hours ago
Tax Senior Manager - Private Client Services
San Francisco, CA
Full-time
Onsite
Senior Level, Lead/Staff
$150K/yr - $220K/yr
8+ years expEisnerAmper is one of the largest accounting and advisory firms, and they are seeking a Tax Senior Manager to manage and grow Client Relationships with their Private Client Services group. The role involves overseeing client relationships, mentoring junior team members, and ensuring compliance with tax laws while providing high-quality service to ultra-high-net-worth clients.
AccountingAdviceConsultingFinanceFinancial ServicesOutsourcing
Responsibilities
Build impactful relationships with clients and maintain relationships with firm leadership
Cultivate expertise in and impart specialized knowledge congruent with firm niches, initiatives and needs
Take responsibility for accurate time and billing for self and team
Develop a working knowledge of the client's business, take responsibility for completing assigned tasks, and meet client deadlines
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
Mentor and coach junior team members
Professional Development: Participate in training programs and professional development activities to enhance technical knowledge and develop industry-specific expertise
Assist with the training, supervising and ongoing development of associates and seniors
Assist with the review of tax returns for individuals, closely held partnerships, simple and complex trusts and estates, and other entities, ensuring accuracy and compliance with applicable tax laws and regulations
Qualification
Required
Bachelor's Degree in Accounting or equivalent field is required
8+ years of Family Office, tax compliance and/or tax consulting experience in public accounting or public/Corporate mix
8+ years of client facing experience in public accounting
CPA or Enrolled Agent credentialling required
Preferred
Master's Degree in Taxation or relevant field
Experience using CCH Axcess or Pro Systems tax software
Experience acquiring new clients and growing a book of business
Company
EisnerAmper
EisnerAmper is a full-service advisory and accounting firm that offers audit, accounting, advisory, consulting, and tax services.
1001-5000 employees
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
2025 (2)
2022 (2)
2021 (5)
2020 (1)
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
TowerBrook Capital PartnersDeutsche Bank Securities
2021-08-02Private Equity
2021-08-02Debt Financing
Leadership Team
S
Sanjay Desai
Partner and Chief Technology Officer
Jennifer Cuello
Partner
Recent News
2026-01-05
Company data provided by crunchbase