Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Tax Senior Manager - Private Client Services (PCS)

EisnerAmper LLP

Job Description

At 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.

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:
  • You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry

  • You will have the flexibility to manage your days in support of our commitment to work/life balance

  • You will join a culture that has received multiple top "Places to Work" awards

    • We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions

    • We understand that embracing our differences is what unites us as a team and strengthens our foundation

    • Showing up authentically is how we, both as professionals and a Firm, 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. The individual will collaborate closely with Partners in an entrepreneurial environment that values exceptional client service and tax expertise.

  • Responsible for overseeing tax planning and compliance functions for ultra-high net worth individuals and their families.

  • 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

EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status orany protected characteristics under federal, state, or local law.

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.

Should you need any accommodations to complete this application please email: View email address on click.appcast.io.

#LI-AW1

#LI-Hybrid

Preferred Location:
Iselin
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Tax Senior Manager - Private Client Services (PCS) in Montana vacancy
  •  ...offshore financial centres. Our Big 4 client is looking for a Senior US Business Tax Manager to join its Cayman-based financial services team, advising and delivering complex US...  ...clients. This includes hedge and private equity funds, insurers, and ILS entities... 
    Senior
    Private client
    Relocation
    Overseas
    Weekend work

    Blackden Consulting

    Montana
    2 days ago
  •  ...but today we have employees in 19 countries. At CHS, we are creating connections to empower agriculture. Summary Indirect Tax Senior Manager is responsible for managing the indirect tax function of CHS Inc. supporting the accurate invoicing and payment of indirect... 
    Senior
    Minimum wage
    Temporary work
    Local area

    CHS Inc

    Helena, MT
    1 day ago
  •  ...Job Description Job Description Job Title: Tax Manager with Partnership Roadmap STRONG SIGN-ON BONUS AND QUARTERLY BONUS...  ...amazing professionals collaborates to deliver top-notch services to our clients. We specialize in the agricultural sector, and we’re looking... 
    Senior
    Work at office
    Relocation package

    Sociable Society Talent

    Billings, MT
    8 days ago
  • $106.4k - $159.58k

     ...Senior Manager Of Client Services Projects As part of the Thermo Fisher Scientific team, you'll discover meaningful work that makes a positive impact on a global scale. Join our colleagues in bringing our Mission to life every single day to enable our customers to make... 
    Senior
    Temporary work

    Thermo Fisher

    Montana
    3 days ago
  • $105.56k - $247.9k

     ...innovative advisory, assurance and tax services to our clients. At Cherry Bekaert we create shared...  ...opportunity has been created for a Senior Manager to join our high performing team with...  ...practice supports M&A activities of our Private Equity clients and strategic... 
    Senior
    Private client
    Work experience placement
    Local area
    Remote work

    Cherry Bekaert

    Helena, MT
    10 hours ago
  •  ...Day in the Life A typical day as a Tax Senior Manager might include the following:...  ...corporate, partnership, and individual clients. Prepares, Reviews, and Signs individual...  ...needs and building value into professional service. Manages client billing for accounting... 
    Senior
    Local area
    Visa sponsorship

    Eide Bailly

    Billings, MT
    4 days ago
  •  ...Senior Civil Engineer   JOB-10046750   Anticipated...  ...Employer Info Our client is a full-service engineering, architecture,...  ...permitting, constructing, and managing facilities all over the world...  ...calculations for public and private clients. Prepare and present... 
    Senior
    Private client
    Full time
    Contract work
    For contractors
    Local area

    Dynamics ATS

    Power, MT
    4 days ago
  • $129.6k - $194.3k

     ...HR Leader, Private Client Services At MMA Our not-so-secret sauce. Award-...  ...MMA) Private Client Services (PCS) is an insurance brokerage...  ...HR Leader will serve as the senior people strategist for MMA PCS...  ..., role clarity, performance management, career planning and pathing... 
    Private client
    Minimum wage
    Local area
    Remote work
    Night shift

    Mercer France

    Bozeman, MT
    2 days ago
  •  ...CPA firm with 16 offices across the western U.S. providing tax planning and advisory services supported by audit, bookkeeping, and payroll services....  ...financial advisors and attorneys, we deliver a fully integrated client experience. The Job We are looking for an... 
    Senior
    Work at office
    Relocation package
    Flexible hours

    Capstone Corporation

    Butte, MT
    4 days ago
  • $25 - $34 per hour

     ...engaging, highly organized, Senior Administrative Assistant...  ...limited to, support of managing calendars, travel coordination...  ...excellent customer service to both internal and external clients Assist in the preparation...  ...wide range of public and private clients. At Ulteig,... 
    Senior
    Private client
    Hourly pay
    Work at office
    Remote work
    Work from home
    Flexible hours

    Ulteig

    Park County, MT
    1 day ago
  • $124k - $211k

     ...trusted advisor who will serve ultra-affluent clients and prospects that want to build, grow...  ...solutions to customers to effectively manage and preserve their overall wealth.  The UHNW...  ...The Family Office offers a comprehensive service set that spans holistic governance and... 
    Private client
    Contract work
    Temporary work
    For contractors
    Work experience placement
    Work at office
    Local area
    Flexible hours

    FNBO

    Park County, MT
    more than 2 months ago
  •  ...Senior Waterfront or Coastal Professional Primary Location...  ...Applied Technology and Management (ATM), a Geosyntec Company...  ...and consulting firm serving private and public-sector clients to address new ventures...  ...experience, and exceptional client service. We invest in our... 
    Senior
    Private client
    Full time
    For subcontractor
    Work at office
    Local area
    Remote work
    Night shift

    Geosyntec Consultants

    Montana
    10 hours ago
  •  ...Experienced Client Advisory Services Accountant JCCS Certified Public Accountants is seeking a Senior Accountant to join our growing Client Accounting...  ...may collaborate with JCCS tax professionals to support...  ...for business clients Manage monthly and quarterly accounting... 
    Senior

    JCCS PC

    Bozeman, MT
    1 day ago
  • $175k - $250k

     ...Alvarez & Marsal Private Equity Performance Improvement Senior Director: Operations & Manufacturing...  ...approach to solving our clients' problems and assisting...  ...Performance Improvement Services (PEPI) practice, with...  ...in leading teams, managing multiple stakeholders, and... 
    Senior
    Private client
    Full time
    Part time
    Interim role
    Flexible hours

    Alvarez & Marsal

    Montana
    10 hours ago
  • $124.28k - $186.16k

     ...TD Wealth Job Description: The Private Client Services (PCS) Senior Trust Advisor administers and...  ...needs, estate planning, gifting, and tax matters. Achieves assigned sales goals...  ...providing assistance with portfolio management, estate planning, charitable planning... 
    Senior
    Private client
    Work experience placement
    Work at office
    Local area
    Work from home
    Flexible hours

    TD Bank

    Montana
    1 day ago
  • $72.28k - $117.52k

     ...scalable compliance risk management function. As part of...  ...provides products and services (designed for High-Net...  ...and Mass Affluent clients of TD Bank, N.A. encompassing...  ...(TD Bank N.A., TD Private Client Wealth LLC and...  ...Compliance Department, the Senior Compliance Business... 
    Senior
    Private client
    Work experience placement
    Local area
    Work from home
    Flexible hours

    TD Bank Group

    Montana
    3 days ago
  • $41.2k - $76.8k

     ...Client Support Specialist Our not-so-secret sauce. Award-winning...  ...& benefits, retirement, and private client insurance solutions to...  ...we combine the personalized service model of a local consultant...  ...such as data gathering and management, soliciting quotes from carrier... 
    Private client
    Minimum wage
    Internship
    Local area
    Night shift

    Mercer France

    Montana
    5 days ago
  •  ...insurance Key Responsibilities Technical & Client Responsibilities Review and manage preparation of complex tax returns, including: Multi-entity and...  ...Development Supervise, mentor, and develop staff and senior accountants Provide structured training and... 

    Carabell Leslie & Company

    Montana
    1 day ago
  •  ...A bit about us: Our client is a specialized accounting and tax firm devoted exclusively...  ...motivated, experienced Tax Manager (Hybrid) to join our team...  ...providing tax planning services to High Net Worth Individuals...  ...and compliance to senior management. Qualifications... 
    Work at office
    Local area
    Remote work
    Flexible hours

    Jobot

    Montana
    5 days ago
  •  ...RMW Accounting is a leading Tax and Accounting company...  ...dedicated to providing our clients with exceptional service and tailored solutions. Our...  ...Accounting is a fast-growing, private equitybacked accounting firm...  ...skilled and experienced Tax Manager to join our Shelby team.... 
    Senior
    Work at office
    Local area
    Flexible hours

    RMW Accounting

    Shelby, MT
    a month ago
  •  ...Salary: Company Overview: RMW Accounting is a leading Tax and Accounting company known for its commitment to...  ...innovation, and growth. We are dedicated to providing our clients with exceptional service and tailored solutions. Our team thrives on collaboration,... 

    RMW Accounting

    Shelby, MT
    28 days ago
  •  ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our clients...  ...and delivering extraordinary customer service while maintaining a strong commitment to...  ...Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial... 
    Private client

    Chase

    Montana
    1 day ago
  • $90k - $110k

     ...About the job Tax Manager - CPA Pay: $90,000.00 - $110,000....  ...Work with complex business tax clients, including multi-entity and...  ...advisory, and business consulting services. Our team is known for...  ...mentor, and coach staff and senior accountants. Help improve... 
    Relocation

    Orion Placement

    Montana
    1 day ago
  •  ...firm. Our core values are centered around our people and our clients. We believe that putting your employees first is not only the...  ...financers in the insurance industry! If you are an experienced Tax Manager, then please apply! Why join us? Why join us? Do you... 
    Local area
    Flexible hours

    Jobot

    Montana
    1 day ago
  • $106k - $160k

     ...Responsibilities: Lead and manage tax compliance engagements in...  ...schedule tax engagements with clients and firm resources Serve as...  ...proactive communication and timely service Perform detailed reviews...  ...and supervision to staff and senior accountants Participate in... 
    Temporary work
    Local area
    Remote work
    Flexible hours

    Wipfli

    Missoula, MT
    5 days ago
  •  ...We are working with a full-service tax, accounting, and business consulting...  ...business planning, cash flow management, and advisory support....  ...their teams with a need of a Senior Tax Accountant and Tax Manager...  ...advisory practice with a strong client base across multiple... 
    Local area

    Jobot

    Bozeman, MT
    10 hours ago
  •  ...Overview: We are seeking an experienced Tax Manager to join our accounting firm. In this key...  ...and tax planning for our diverse client base. The position involves planning and...  ...clients and staff to deliver high-quality tax services, identify tax-saving opportunities, and... 
    Work at office

    Protouch Staffing

    Montana
    4 days ago
  • $70k - $90k

    Eide Bailly is seeking an Account Manager within Technology Consulting to develop and nurture strong client relationships. This role requires prior experience in account management within a professional services or IT environment. The ideal candidate should have a Bachelor... 
    Remote work

    Eide Bailly

    Billings, MT
    4 days ago
  •  ...A bit about us: Our client is a specialized accounting and tax firm devoted exclusively...  ...motivated and experienced Senior Tax Accountant to join our...  ...'s compliance. 6. Manage relationships with clients...  ...providing excellent customer service and competent tax advice.... 
    Senior
    Work at office
    Local area
    Remote work
    Flexible hours

    Jobot

    Montana
    3 days ago
  •  ...are seeking an experienced and motivated Senior Accounts Payable Analyst to support the daily...  ...work closely with the Accounts Payable Manager and serve as a key contributor in...  ...efficiencies, strengthen controls, and improve service levels Respond effectively to changing... 
    Senior
    Remote work

    Weil Foot & Ankle Institute

    Montana
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Tax Senior Manager - Private Client Services (PCS). Be the first to apply!