Tax Manager - Private Client Services; PCS

Job Description

Eisner Amper is seeking a Senior Tax Manager to join the Private Client Services (PCS) practice. The role involves tax compliance, consulting services, and analysis of financial, gift, estate, and income tax issues for high‑net‑worth individuals and their related businesses. The candidate will prepare and review federal and multi‑state tax returns, research technical topics, plan tax strategies, and collaborate with team members.

Based in Westwood, MA, this client‑facing position requires delegating workflow and ensuring work products reach completion.

• Review and prepare federal and multi‑state individual and trust tax returns for high‑net‑worth clients and families.
• Research and critically analyze tax technical issues.
• Advise and provide guidance on tax planning and compliance matters.
• Delegate workflow to staff and oversee work product completion.
• Regularly interact with clients and respond promptly to their requests and questions.
• Correspond with federal and state taxing authorities on non‑resident withholding, penalty notices, and other matters.
• Address ad‑hoc client needs, including analysis of potential tax implications of transactions and life events.

• Certified Public Accountant (CPA).
• Bachelor’s degree in taxation and/or accounting.
• 8+ years of relevant experience preferred.
• Prior individual and trust tax preparation experience with high‑net‑worth clients and family offices, including multi‑state returns.
• Strong self‑development focus and ability to collaborate within a team dynamic.
• Ability to thrive in a fast‑paced environment and multi‑task.
• Thorough knowledge of CCH Pro System FX and/or CCH Axcess, Excel, and Word.
• Professional communication skills, including clear and concise oral and written communication.

• Master’s Degree in Taxation or a related field.

Eisner Amper 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.

Preferred

Location:

Westwood, MA