Tax Senior Manager - Private Client Services

Position Overview

Tax Senior Manager – Private Client Services (PCS) practice. Join a large, growing accounting and advisory firm that values innovation, autonomy, and work/life balance. This role offers flexibility in office location and a hybrid work model.

• Supervise a team, foster strong client relationships, and prospect to establish a sustainable business.
• Collaborate closely with Partners in an entrepreneurial environment emphasizing client service and tax expertise.
• Oversee tax planning and compliance functions for ultra‑high net worth individuals and their families, especially in the financial services sector (hedge funds, private equity, other investment-related entities).
• Apply comprehensive knowledge of hedge‑fund K‑1 treatment and working understanding of trusts, estates, gifts, and charitable entities.
• Engage directly with clients to deliver innovative tax planning, consulting, and compliance solutions.
• Conduct primary review of complex tax returns and maintain regular communication with clients.
• Cultivate and nurture relationships with clients, staff, and external third‑party vendors.
• Provide training and supervision to staff, 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, applying new knowledge proactively to engagements.
• Collaborate with other tax professionals within the firm to coordinate efforts, share knowledge, and ensure efficient service delivery.
• Hold self and direct reports accountable for achieving developmental goals.

• Bachelor’s Degree in Accounting or equivalent field (required).
• 8+ years of tax compliance experience, specialization in individual, fiduciary, estate and gift taxation.
• Recent public accounting experience.
• CPA or IRS Enrolled Agent Certification (required).

• Master’s Degree in Taxation or related field.
• Experience using GoSystems or CCH Axcess tax software.

Eisner Amper is 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.