Full-Time

Tax Senior Associate

Private Client Services Family Office

Updated on 3/14/2025

EisnerAmper

EisnerAmper

1,001-5,000 employees

Tax and business consulting services provider

Compensation Overview

$80k - $120kAnnually

Mid, Senior

San Francisco, CA, USA

Preferred location is San Francisco.

Category
Financial Accounting
Tax Accounting
Customer Success & Support
Accounting
Requirements
  • Bachelor’s Degree in Accounting or equivalent field is required
  • 3+ years of Family Office, tax compliance and/or tax consulting experience
Responsibilities
  • Prepare and review tax returns for individuals, closely held partnerships, simple and complex trust and estates, and other entities, ensuring accuracy and compliance with applicable tax laws and regulations.
  • Build impactful relationships with new and existing clients and maintain relationships with firm leadership.
  • Develop a working knowledge of the client's business, take responsibility for completing assigned tasks, and meet client deadlines.
  • 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.
  • Mentor and coach junior team members.
  • Participate in training programs and professional development activities to enhance technical knowledge and develop industry-specific expertise.
Desired Qualifications
  • Master’s Degree in Taxation or relevant field
  • CPA (Certified Public Accountant), or parts passed towards completion, OR IRS (Internal Revenue Service) Enrolled Agent Certification OR JD
  • Experience using CCH Axcess or Pro Systems tax software

EisnerAmper provides tax and business consulting services to large enterprises, privately owned companies, governmental entities, and high net worth individuals. The firm operates with two main divisions: EisnerAmper LLP, which focuses on attest services, and Eisner Advisory Group LLC, which offers tax planning and business consulting. Their services help clients address complex operational challenges, reduce tax liabilities, and improve business strategies. Unlike many competitors, EisnerAmper emphasizes a specialized approach to financial services and maintains a strong alumni network that supports former employees in their professional growth. The company's goal is to deliver tailored solutions that enhance client success and foster long-term relationships.

Company Size

1,001-5,000

Company Stage

Growth Equity (Non-Venture Capital)

Total Funding

N/A

Headquarters

New York City, New York

Founded

1963

Simplify Jobs

Simplify's Take

What believers are saying

  • Increased demand for AI-driven solutions enhances EisnerAmper's service offerings.
  • Growing interest in ESG-focused investments aligns with EisnerAmper's advisory services.
  • Expansion into emerging markets offers opportunities for specialized tax services.

What critics are saying

  • Increased competition in AI-driven services may challenge EisnerAmper's market position.
  • Integration of AI and machine learning could disrupt operations if not managed well.
  • Expansion into Luxembourg exposes EisnerAmper to new regulatory compliance challenges.

What makes EisnerAmper unique

  • EisnerAmper operates under an alternative practice structure, offering specialized financial services.
  • The firm has a strong alumni network for professional development and networking.
  • EisnerAmper's global network expansion includes a new office in Luxembourg.

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Benefits

Flexible Work Hours

Remote Work Options

Company News

ROI-NJ
Mar 17th, 2025
Eisneramper Adds Eisneramper Luxembourg S.À R.L. To Global Network

EisnerAmper, with four locations in New Jersey, has added EisnerAmper Luxembourg S.à r.l. to the EisnerAmper Global network. EisnerAmper Global is an international network of independent member firms created to address the specialized audit, tax, and advisory needs of clients worldwide.Its expansion into Luxembourg will allow EisnerAmper Global to provide expert guidance to clients seeking to raise capital internationally through Luxembourg, a key global financial center. With deep expertise in local structuring, reporting, and regulatory requirements, EisnerAmper Luxembourg S.à r.l. will provide clients with the information and guidance to successfully manage complex and time-sensitive issues in a dynamic environment.“Luxembourg’s position as a global financial hub makes it an attractive domicile for investors, and there is a need within our growing private equity client base for local expertise and audit solutions,” said Irina Gershengoren, Partner at EisnerAmper and Director at EisnerAmper Luxembourg S.à r.l

EisnerAmper
Mar 13th, 2025
EisnerAmper Adds EisnerAmper Luxembourg S.à r.l. to Global Network

EisnerAmper today announced the addition of EisnerAmper Luxembourg S.à r.l. to the EisnerAmper Global network.

EisnerAmper
Mar 6th, 2025
EisnerAmper Offers Free 2025 Tax Guide

EisnerAmper, a leading global business advisory firm, is pleased to introduce the 2025 edition of its Tax Guide.

CityBiz
Mar 4th, 2025
EisnerAmper Names David Frigeri as Chief Artificial Intelligence Officer

Global business advisor EisnerAmper announces that David Frigeri has been named Partner and the firm's Chief Artificial Intelligence Officer.

PR Newswire
Mar 4th, 2025
Eisneramper Names David Frigeri As Chief Artificial Intelligence Officer

NEW YORK, March 4, 2025 /PRNewswire/ -- Global business advisor EisnerAmper announces that David Frigeri has been named Partner and the firm's Chief Artificial Intelligence Officer ("CAIO").With more than 25 years of experience, David is ranked as a top 10 global AI leader and consultant, helping businesses navigate effective AI adoption. Prior to joining EisnerAmper, he guided organizations on developing AI tools, RPA, and machine learning to optimize internal processes and scale client solutions—overseeing the full AI development lifecycle from concept to deployment