Tax Manager - Private Client Services; PCS

Job Overview

Senior Tax Manager – Private Client Services (PCS)

We are looking for a dynamic individual to provide tax compliance, consulting services, and analysis of financial, gift, estate, and income tax issues for high net‑worth individuals and their related businesses. The role involves preparing and reviewing federal and multi‑state tax returns, researching tax technical topics, and developing tax planning strategies. Based in Westwood, MA, this client‑facing position is responsible for delegating workflow and collaborating with team members.

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

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

• Master’s Degree in Taxation or relevant 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.

Westwood, MA