Business Development Director- Private Client Services (Tax)
EisnerAmper LLP
Job DescriptionAt EisnerAmper, 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 EisnerAmper 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.The Business Development Executive– Private Client Services (PCS) is a senior, market‑facing executive responsible for originating new high‑net‑worth (HNW) and ultra‑high‑net‑worth (UHNW) client relationships on a national basis across the firm’s Private Client Services offerings. This includes complex tax planning and compliance, trusts & estates, family office services, outsourced accounting, and advisory solutions tailored to high‑net‑worth individuals, families, and their closely held entities.This role operates nationally, with accountability for driving PCS growth across the firm’s most strategically important private wealth markets and advisor channels. The executive will develop deep, strategic relationships with influential wealth management firms, private banks, RIAs, family offices, trust companies, business managers, and law firms, converting those relationships into meaningful, firmwide revenue.The position is intended for a proven senior rainmaker with an extensive private wealth network and the ability to credibly engage with HNW individuals, family offices, and their advisors nationwide.Key Responsibilities:Drive the acquisition of new PCS clients nationallyAchieve a new business target of $1.2 million annually, sourced from qualified new client engagements.Build and expand national relationships private banks and wealth management institutions Independent RIAs and multi‑family officesServe as a senior ambassador for the firm’s PCS practice within the national HNW and advisor ecosystem.Identify PCS needs among principals and owners of existing corporate client relationships (e.g., law firms, financial services firms, family‑owned businesses).Develop structured cross‑referral pathways from corporate engagements into PCS services in partnership with Industry and Service Line leaders.Collaborate with PCS technical leaders, estate planning professionals, and family office specialists to scope, propose, and structure engagements.Lead client meetings, pitch presentations, pricing discussions, and negotiation of engagement terms.Provide market insight, competitive intelligence, and strategic recommendations to PCS and BD leadership.Maintain disciplined pipeline management, forecasting, and CRM documentation.Partner closely with the National Head of Business Development and Head of PCS to ensure national alignment and coordinated go‑to‑market execution.Mentor PCS partners and professionals on market dynamics, COI strategy, and private wealth relationship development best practices.Basic Qualifications:15 + years of senior‑level business development or advisory experienceDeep, active national network across high‑net‑worth advisors, COIs, and professional services ecosystems.Proven track record of originating significant PCS or private wealth advisory engagements, ideally supporting annual pipelines of $3–10M+.Executive presence and credibility with HNW/UHNW families, principals, and advisors.Ability to collaborate effectively with technical subject matter experts and translate complex client needs into actionable solutions.Strong pursuit leadership, communication, and commercial negotiation skills.High level of professionalism, discretion, and ability to manage sensitive client matters.EisnerAmper 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.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 represent enterprises of every form, ranging from sophisticated financial institutions to startups, global public firms to middle-market companies, governmental entities as well as high-net-worth individuals, family offices, nonprofit organizations and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, investors, and key stakeholders who serve these clients.Should you need any accommodations to complete this application please email: View email address on click.appcast.io#LI-JB1Preferred Location:New YorkSummaryLocation: New York; Iselin; Melville; PhiladelphiaType: Full time
- ...leading professional services advisor to middle-market businesses nationwide.... ...in accounting, tax, advisory,... ...insights to help clients anticipate what... ...business needsThe Private Client Services... ...with Managers, Directors or Managing... ...engagementsParticipate in practice development activities,...TaxPrivate client
$150k - $210k
...responsible for: Review of international tax compliance forms and working with a... ...-based positions Collaborate with the Private Client Services and Trust & Estate groups on cross-border... ...spend more time conducting impactful business advisory services for our clients....TaxPrivate clientFull timeFixed term contractLocal area- ...is a leading professional services advisor to middle-market businesses nationwide. With industry... ...expertise in accounting, tax, advisory, benefits,... ...actionable insights to help clients anticipate what is next and... ...to meet business development revenue expectations by adding...TaxPrivate clientTemporary work
- ...leading professional services advisor to middle-market businesses nationwide. With... ...expertise in accounting, tax, advisory, benefits... ...insights to help clients anticipate what is... ...business needsThe Private Client Services (... ...contributing to business development efforts.Regarded as...TaxPrivate clientWork at office
- ...is seeking an experienced Tax Manager to lead private client engagements and deliver strategic... ...trusts, and privately held businesses. You will oversee tax... ...with leadership on business development while maintaining exceptional client service. #J-18808-Ljbffr Insite USTaxPrivate client
- ...Responsibilities Review of tax returns, income tax... ...planning and compliance for clients Oversee and manage the... ...tax issues and general business trends impacting client... ...of hedge fund and private equity K1s Excellent written... ...high-quality client service Outstanding analytical,...TaxPrivate client
- BDO USA, LLP is seeking a Private Client Services Senior Manager to provide tax and consulting services to our high net worth clients. The role oversees tax planning, preparation, and review for individuals, trusts, estates, and related entities, ensuring compliance and...TaxPrivate client
- Job Summary:The Tax Senior Manager, Private Client Services assists in providing tax compliance and consulting services... ...as taxation of entities owned by business owners (partnership and corporate... ...in and initiates business development and networking activities Manages...TaxPrivate clientWork at office
- ...goals. EisnerAmper is seeking a Tax Manager to join the Private Client Services (PCS) practice. We are looking for... ...training, supervising and ongoing development of associates and seniors.Develop... ...knowledge of the client's business, take responsibility for completing...TaxPrivate clientFull timeTemporary workPrivate practiceWork at officeLocal areaRemote work
$100k - $150k
...ranked accounting, tax, and advisory... ...value to our clients.Our mission is... ...provide exceptional service while fostering... ..., professional development, and continuous... ...our growing Private Client Services... ...closely held businesses. The ideal candidate... ...through the Director of Talent...TaxPrivate clientFull timePrivate practiceLocal area3 days per week- Alvarez & Marsal is seeking a Director to join our Private Client Services practice in New York. Lead multiple engagements, oversee accounting functions for... ...net worth clients, and drive financial reporting and tax support. You will mentor junior staff, manage budgets and...TaxPrivate clientPrivate practiceWork at office
- Job Summary:Private Client Services at BDO is a boutique practice within our firm. Offering a high... ...as other people with complicated tax and financial structures. The Private... ...management, leadership, technical, business development, and people skills to provide tax compliance...TaxPrivate clientPrivate practiceWork at office
- A global professional services firm in New York is seeking a Senior Manager in Private Client Services. The role involves overseeing engagement... ...and trusts, with responsibilities in business development, client communication, and tax return review. Candidates should have...TaxPrivate client
$276k - $357k
McDermott Will & Schulte LLP seeks a Director of Business Development responsible for driving strategic initiatives in Tax, Employee Benefits, and Private Client Services. The role requires management of the Business Development team and oversight of strategic plans to...TaxPrivate client- EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice in New York. This role oversees multiple client engagements... ...flexible office locations and opportunities for business development, staff mentorship, and career #J-18808-Ljbffr...TaxPrivate clientPrivate practiceWork at officeFlexible hours
- EisnerAmper LLP is seeking a Tax Manager for their Private Client Services team in New York. This dynamic role allows for overseeing multiple client engagements... ...help maintain the firm's commitment to professional development. The ideal candidate should hold a Bachelor’s Degree...TaxPrivate clientRemote job
- ...the autonomy to reach your goals. We are seeking a Tax Director to join the Private Client Services (PCS) practice, able to sit in a number of our offices... ...work, we're able spend more time conducting impactful business advisory services for our clients. About...TaxPrivate clientWork experience placementPrivate practiceLocal area
$115k - $197.1k
...Boundless Horizons of Tax, Valuation, and Business Expertise with... ...among professional services organizations. You'll... ...with extraordinary clients spanning every industry... ...Our focus is on your development helping you flourish... ...RoleManagers in our Private Client Services (PCS...TaxPrivate clientFull timeWork experience placementInternshipPrivate practiceH1bLocal areaWork visa$145k - $175k
...firm is looking for an experienced Tax Manager to join its Private Client Services team. This is an exciting... ...worth individuals, family offices, business owners, trusts, estates, and privately... ...while supporting the growth and development of junior team members. Key Responsibilities...TaxPrivate client- EisnerAmper is seeking a Tax Manager to join its Private Client Services (PCS) practice in New York. This role oversees multiple client engagements, reviews complex returns, and mentors staff in a collaborative, fast-paced environment. You will lead tax planning and compliance...TaxPrivate clientPrivate practiceWork at office
- BDO USA is seeking a Tax Senior Manager for Private Client & Family Office Services in New York. This role entails leading the PCS-FOS group, providing exceptional client service, and managing client portfolios effectively. The ideal candidate will have at least eight...TaxPrivate clientWork at office
- ...aspects of accounting, tax or audit engagements for clients including status... ...of the client's business, contributing to the... ...technical and professional development Assist in the... ...with Managers, Directors or Managing Directors... ...leading professional services advisor to middle-...TaxPrivate client
$112k - $150k
...Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach... ...as other people with complicated tax and financial structures. The... ...management, leadership, technical, business development, and people skills to provide tax compliance...TaxPrivate clientPrivate practiceWork at office$250k - $290k
Director, Client Advisory Services (Private Equity Partnerships and Plan Design) Base pay range: $250,000.00/yr -... ...Investor & Plan Design; Culture & Business Transformation; and Financial Wellbeing... ...plan structuring and design (tax, legal). Experience with culture‑driven...TaxPrivate clientWork at office2 days per week$200k
Our client is a public accounting firm. They seek a Director- Private Client Group to join their Manhattan, NY office.ResponsibilitiesAct as a primary advisor to high-net-worth clients, delivering thoughtful tax planning and compliance solutions across individual, trust...TaxPrivate clientWork at officeRemote work- Regal Executive Search true Tax Director, Private Client Services (HNWI) 120 West 45th Street 10th Floor,... ...and actively participating in the development of departmental training, methodology... ...timely. Proactively works on Business Development activities including internal...TaxPrivate clientRemote work
- ...goals. EisnerAmper is seeking a Tax Manager to join the Private Client Services (PCS) practice. We are looking for... ..., supervising and ongoing development of associates and seniors. Develop... ...working knowledge of the client's business, take responsibility for completing...TaxPrivate clientRemote jobPrivate practiceWork at officeLocal area
- ...the autonomy to reach your goals. Tax Manager - Private Client Services (PCS) EisnerAmper is seeking a Tax... ...working knowledge of the client’s business and meet client deadlines.... ...reports accountable for achieving developmental goals. Participate in training programs...TaxPrivate clientRemote jobTemporary workPrivate practiceLocal areaWorldwide
$112k - $150k
Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach... ...as other people with complicated tax and financial structures. The... ...management, leadership, technical, business development, and people skills to provide tax compliance...TaxPrivate clientPrivate practiceWork at office$130k - $175k
...approach to solving our clients' problems and... ...growing Our Private Client Services (PCS) practice. PCS... ...we're seeking a Director to join our team.... ...and documenting business transactions Manage... ...of annual tax package and supporting... ...supports business development efforts. Sees opportunities...TaxPrivate clientPart timePrivate practiceWork at officeFlexible hours
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