Tax Director - Private Client Services; PCS

Tax Director – Private Client Services

Job Description At Eisner Amper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you’re starting out in your career or taking your next step as a seasoned professional, the Eisner Amper experience is one‑of‑a‑kind. You can design a career you’ll love from top to bottom – we give you the tools you need to succeed and the autonomy to reach your goals.

• 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 oversee work product completion.
• Regularly interact with clients and respond promptly to their requests and questions.
• Correspond with federal and state taxing authorities regarding nonresident tax withholding, client penalty notices, and other items.
• Address ad‑hoc needs of clients, including analyses of potential tax implications of transactions, life events, etc.

Basic Qualifications

• Certified Public Accountant (CPA).
• Bachelor’s degree in taxation and/or accounting.
• 12+ years of experience, including prior individual and trust tax preparation for high net‑worth clients and family offices, and preparation of multi‑state tax returns.
• Ability to pursue self development and collaborate within a team dynamic.
• Ability to work well 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 the ability to communicate clearly and concisely (oral and written).

Preferred or Desired Qualifications

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

• Medical, dental, vision, life, and disability insurance.
• 401(k) retirement plan with company match.
• Flexible Spending & Health Savings Account.
• Paid holidays, vacation, and sick time.
• Employee assistance program and other firm benefits.

Preferred

Location:

Westwood, MA.
Remote work arrangement may be considered.

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.