Full-Time

Tax Senior Manager

Private Client Services

Confirmed live in the last 24 hours

EisnerAmper

EisnerAmper

1,001-5,000 employees

Tax and business consulting services provider

Consulting
Financial Services

Compensation Overview

$120k - $200kAnnually

Senior

Dallas, TX, USA + 2 more

More locations: Chicago, IL, USA | Minneapolis, MN, USA

Hybrid working model; flexibility in office location with consideration for remote candidates throughout Minnesota.

Category
Tax Accounting
Customer Success & Support
Accounting
Requirements
  • 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
Responsibilities
  • Supervise a team, foster strong client relationships, prospect and contribute to the establishment of a sustainable business.
  • Responsible for overseeing 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, such as hedge funds, private equity, and other investment-related individuals.
  • 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

EisnerAmper provides a variety of tax and business consulting services aimed at large companies, privately owned businesses, government entities, and wealthy individuals. The firm operates with two main branches: EisnerAmper LLP, which focuses on attest services, and Eisner Advisory Group LLC, which offers tax planning and business consulting. Their services help clients deal with complex operational challenges, reduce tax burdens, 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 goal of EisnerAmper is to deliver tailored solutions that enhance their clients' financial and operational success.

Company Stage

Growth Equity (Non-Venture Capital)

Total Funding

N/A

Headquarters

New York City, New York

Founded

N/A

Growth & Insights
Headcount

6 month growth

-2%

1 year growth

-2%

2 year growth

-2%
Simplify Jobs

Simplify's Take

What believers are saying

  • EisnerAmper's recognition as a 'Best Place to Work' and its multiple awards for human capital management suggest a positive work environment and strong employee satisfaction.
  • The firm's expansion through mergers and the addition of 23 new partners indicate robust growth and opportunities for career advancement.
  • EisnerAmper's focus on high net worth individuals and governmental entities provides employees with exposure to complex and high-profile client engagements.

What critics are saying

  • The integration of new firms and partners could pose challenges in maintaining a cohesive company culture and consistent service quality.
  • The competitive landscape in tax and business consulting requires EisnerAmper to continuously innovate to retain its market position.

What makes EisnerAmper unique

  • EisnerAmper's alternative practice structure allows it to offer a unique combination of attest and advisory services, setting it apart from traditional accounting firms.
  • The firm's strong emphasis on client service excellence, as evidenced by its 'Best of Accounting' award for eight consecutive years, highlights its commitment to quality.
  • EisnerAmper's strategic mergers, such as with KROST CPAs and Tighe, Kress & Orr, expand its geographical reach and service capabilities, enhancing its competitive position.

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