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Tax Senior Manager - Private Client Services

Oversee complex tax planning and compliance for high net worth clients in the financial sector
Minneapolis, Minnesota, United States
Senior
$110,000 – 180,000 USD / year
8 hours agoBe an early applicant
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Tax Senior Manager - Private Client Services

EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with the capacity to efficiently oversee multiple client engagements while also demonstrating proficiency in business development, marketing, and recruitment efforts. Furthermore, the ideal candidate will possess strong leadership skills and the aptitude to foster professional growth within our staff. This position offers flexibility in terms of office location, as EisnerAmper follows a hybrid working model and has offices available in the listed locations below.

What it Means to Work for EisnerAmper:

  • Be part of one of the largest and fastest growing accounting and advisory firms in the industry
  • Have the flexibility to manage your days in support of our commitment to work/life balance
  • Join a culture that has received multiple top "Places to Work" awards
  • Believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions
  • Understand that embracing our differences is what unites us as a team and strengthens our foundation
  • Show up authentically to find inspiration to do our best work

What Work You Will be Responsible For:

  • Supervise a team, foster strong client relationships, prospect and contribute to the establishment of a sustainable business
  • Collaborate closely with Partners in an entrepreneurial environment that values exceptional client service and tax expertise
  • Oversee tax planning and compliance functions for ultra-high net worth individuals and their families, with a particular emphasis on clients in the financial services sector
  • Possess comprehensive knowledge of hedge fund K-1 treatment, as well as a working understanding of trusts, estates, gifts, and charitable entities
  • Directly engage with clients to deliver innovative tax planning, consulting, and compliance solutions
  • Take on the primary review of complex tax returns and maintain regular communication with clients
  • Cultivate and nurture relationships with clients, staff members, and external third-party client vendors
  • Provide training and supervision to staff members, 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, and proactively apply new knowledge to client engagements
  • Collaborate with other tax professionals within the firm to coordinate efforts, share knowledge, and ensure efficient and effective delivery of tax services
  • Hold self and direct reports responsible for achieving developmental goals

Basic Qualifications:

  • Bachelor's Degree in Accounting or equivalent field is required
  • 8+ years of tax compliance, specialization in individual, fiduciary, estate and gift taxation
  • Recent Public Accounting experience
  • CPA or IRS Enrolled Agent Certification required

Preferred/Desired Qualifications:

  • Master's Degree in Taxation or relevant field
  • Experience using GoSystems or CCH Axcess tax software

About our Private Client Services (PCS) Team:

The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals. Operating within a culture where we hold each other accountable to our standards of teamwork, creativity, and a genuine care for each other, we not only solve our clients' problems, but offer proactive solutions for the future. As one of the largest and fastest-growing service lines at our firm, we try to make a big group feel smaller. We're known for presenting options and pathways for our employees to grow as professionals. Here, you can not only discover what you're passionate about, but pursue it. Working with businesses of all sizes and across every industry, our typical client is atypical. Because of this, it's important that we can think like entrepreneurs ourselves to gain a true awareness of our clients and their businesses, along with their unique operational and personal dynamics.

About EisnerAmper:

EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients.

For Minnesota candidates, the expected salary range for this position is between $110,000 and $180,000. The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law.

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Tax Senior Manager - Private Client Services
Minneapolis, Minnesota, United States
$110,000 – 180,000 USD / year
Customer Success
About Minnesota Jobs
A government portal providing resources for employment opportunities and job-related services in the state of Minnesota.