Full-Time

Tax Senior Manager

Private Client Services

Confirmed live in the last 24 hours

EisnerAmper

EisnerAmper

1,001-5,000 employees

Tax planning and business consulting services

Consulting
Financial Services

Senior, Expert

Owings Mills, MD, USA

Hybrid working model with in-office presence required.

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
  • Master’s Degree in Taxation or relevant field
  • Experience using GoSystems or CCH Axcess tax software
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 company's goal is to assist clients in navigating their financial landscapes effectively while fostering long-term relationships.

Company Stage

Growth Equity (Non-Venture Capital)

Total Funding

N/A

Headquarters

New York City, New York

Founded

1963

Growth & Insights
Headcount

6 month growth

0%

1 year growth

0%

2 year growth

0%
Simplify Jobs

Simplify's Take

What believers are saying

  • EisnerAmper's expansion in Chicago through mergers enhances its regional presence.
  • Winning the 'Best of Accounting' Award for eight years boosts client trust and reputation.
  • Increased demand for digital transformation services among SMBs presents growth opportunities.

What critics are saying

  • Expansion into the energy sector exposes EisnerAmper to volatile market conditions.
  • Integration challenges from the merger with Tighe, Kress & Orr may affect efficiency.
  • Increased competition from digital-focused firms could challenge EisnerAmper's market position.

What makes EisnerAmper unique

  • EisnerAmper operates under an alternative practice structure, separating attest and advisory services.
  • The firm has a strong alumni network for professional development and networking opportunities.
  • EisnerAmper offers specialized CFO advisory services tailored to the energy sector.

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