Tax Manager - Private Client Services jobs in United States
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EisnerAmper · 8 hours ago

Tax Manager - Private Client Services

EisnerAmper is one of the largest accounting and advisory firms, seeking a Tax Manager to join their Private Client Services practice. The role involves overseeing client engagements, preparing and reviewing complex tax returns, and providing proactive tax planning and consulting services to high-net-worth individuals and closely held businesses.

AccountingAdviceConsultingFinanceFinancial ServicesOutsourcing
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H1B Sponsor Likelynote

Responsibilities

Lead, train, supervise, and mentor associates and seniors, providing ongoing feedback and supporting their professional growth
Prepare and review complex tax returns for closely held corporations, S-corporations and partnerships, as well as related high-net-worth individuals, ensuring accuracy and compliance with tax laws
Deliver proactive tax planning and consulting services to owners of closely held businesses
Serve as a trusted advisor to entrepreneurial families and business owners, building long-term client relationships and delivering integrated PCS solutions
Analyze client financials and engage in meaningful inquiries to ensure accurate transaction recording and deepen understanding of each client’s business
Demonstrate proficiency in accounting (debits/credits) is essential to be able to assist our clients in these areas
Manage multiple client engagements, ensuring deadlines, budgets, and quality standards are met
Stay informed on tax law and regulatory changes affecting closely held entities and private clients, and apply insights to planning opportunities
Collaborate with other PCS tax professionals and firm leaders to deliver seamless client service and identify tax-saving opportunities
Participate in business development, including expanding relationships with existing clients, cultivating new client opportunities, and representing the firm at client and networking events
Contribute to thought leadership and firm initiatives focused on entrepreneurial, family-owned, and closely held businesses
Engage in ongoing professional development by staying current on emerging tax issues affecting closely held businesses and high-net-worth individuals, and sharing insights with clients and team members

Qualification

Tax complianceTax consultingCPA licenseGoSystems softwareCCH Axcess softwareClient relationship managementProfessional developmentLeadership skills

Required

Bachelor's Degree in Accounting or equivalent field is required
5+ years of tax compliance and/or tax consulting experience in public accounting or public/Corporate mix
Active CPA license or IRS Enrolled Agent Certification required
Demonstrate proficiency in accounting (debits/credits) is essential to be able to assist our clients in these areas

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
2025 (2)
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