Tax Partner- Private Client Services (PCS)
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. We are seeking a Tax Partner for our Private Client Services (PCS) practice, focused on delivering integrated tax advisory and compliance solutions to high net worth individuals, family offices, and closely held businesses and their owners. This role offers the opportunity to lead complex client relationships, advise on sophisticated planning strategies, and drive growth through the origination and expansion of client engagements. As a member of the PCS leadership team, you will contribute to the evolution of the practice through thought leadership, innovation and technology initiatives, and the development and mentorship of high performing tax professionals.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 industryYou will have the flexibility to manage your days in support of our commitment to work/life balanceYou will join a culture that has received multiple top “Places to Work” awardsWe believe that great work is accomplished when cultures, ideas and experiences come together to create new solutionsWe understand that embracing our differences is what unites us as a team and strengthens our foundationShowing up authentically is how we, both as professionals and a Firm, find inspiration to do our best workWhat Work You Will be Responsible For:Serve as a trusted advisor to high-net-worth individuals, family offices, and closely held businesses by leading complex tax compliance and consulting engagements for all phases of the engagement life cycleProvide partner-level review, oversight, and sign-off on federal, state, and local tax returns, ensuring technical excellence and risk managementProactively advise clients on tax planning opportunities, regulatory changes, and business strategies that align with their long-term goalsBuild, deepen, and expand client relationships by identifying cross-service opportunities and delivering value beyond compliancePlay a key role in business development efforts, including originating opportunities, participating in proposals, and cultivating a sustainable book of businessOversee all aspects of client engagements, including staffing, budgeting and client economics, workflow, and delivery of high-quality serviceMentor, coach, and develop senior-level professionals, fostering the next generation of firm leadersLead and supervise special projects and firm-wide initiatives, including thought leadership, technology adoption, and process improvementsStay at the forefront of emerging tax legislation, regulatory developments, and business trends, translating their impact into actionable insights for clients and teamsBasic Qualifications:Bachelor’s degree in Accounting or equivalent fieldCPA or JD15+ years of progressive tax experience within public accountingMinimum of 2 years in a Partner or Director-level role at a public accounting firmExtensive experience advising high-net-worth individuals, family offices, and closely held or entrepreneurial businessesDemonstrated success in client relationship management and engagement leadershipPreferred Qualifications:Master’s degree in Taxation, Accounting, or a related fieldEstablished book of business or a demonstrated track record of originating and growing client relationshipsExperience contributing to thought leadership, speaking engagements, or industry publicationsExposure to technology-enabled tax solutions and process transformation initiativesInterest in firm leadership, practice growth, and long-term strategic impactEisnerAmper 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 our Tax TeamAs the largest service line within the firm, EisnerAmper’s Tax Group doesn’t only provide trusted and innovative tax solutions to its clients, but it creates new opportunities for employees to grow, both personally and professionally. With a range of specialties based on location and industry, employees have the flexibility to focus on the work they want to do and the autonomy to shape their careers in a fulfilling way. A hybrid between a general tax practice and a hyper-specialized firm, our culture is based on collaboration, innovation and transparency. For us, success is defined by working together, sometimes across specialties, to provide the best tax solutions to meet our clients’ unique needs. Tax regulations and procedures are always changing, and so are we. All EisnerAmper tax employees are empowered to challenge the status quo by thinking outside the box and bringing new ideas to the table. Because when we can identify creative ways to reduce filing turnarounds or streamline compliance work, we're able spend more time conducting impactful business advisory services for our clients. 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-JB1#LI-HybridPreferred Location:New YorkSummaryLocation: New York; Iselin; Miami; San Francisco; Los Angeles; West Palm Beach; Fort Lauderdale; Chicago; PhiladelphiaType: Full time
- ...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.... ...and business advisory firms, with approximately 450 partners and 4,500 employees across the world. We combine...TaxPrivate clientWork experience placementPrivate practiceLocal area
- ...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.... ...and business advisory firms, with approximately 450 partners and 4,500 employees across the world. We combine responsiveness...TaxPrivate clientFull timeWork experience placementPrivate practiceLocal areaRemote work
- ...reach your goals. EisnerAmper is seeking a Tax Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with... ...firms, with nearly 4,500 employees including 450 partners across the world. We combine responsiveness with a long...TaxPrivate clientTemporary workPrivate practiceWork at officeLocal area
$112k - $150k
...Job Summary:Private Client Services at BDO is a boutique practice within our firm. Offering a high touch... ...well as other people with complicated tax and financial structures. The Private... ...and develops sound recommendations for PCS leadershipDevelops and expands your understanding...TaxPrivate clientPrivate practiceWork at office- Tax Director - Private Client Services (PCS) We are seeking a Tax Director to join the Private Client Services (PCS) practice. The role will be based in one of our offices and will focus on delivering exceptional tax services to private clients. Responsibilities Review...TaxPrivate clientWork experience placementPrivate practiceLocal area
$112k - $150k
Job Summary Private Client Services at BDO is a boutique practice within our firm. Offering a high touch... ...well as other people with complicated tax and financial structures. The Private... ...and develops sound recommendations for PCS leadership Develops and expands your understanding...TaxPrivate clientPrivate practiceWork at office$82.99k - $108.93k
...Tax Experienced Associate In Private Client Services/Private Wealth Are you interested in joining one of the fastest growing public accounting firms? Would you like the ability to focus on one industry sector and further become an expert for your clients? If yes, consider...TaxPrivate clientLocal areaVisa sponsorship$365k - $420k
...Private Client Services Associate Attorney - Midlevel Direct Counsel represents a leading national law firm seeking an experienced Private Client... ...Advise individuals and families on sophisticated estate and tax planning. Handle complex trust and estate administration,...TaxPrivate clientWork at office$130k - $185k
...Client Service Associate (CSA) Dodge & Cox is seeking an experienced Private Wealth professional with a background servicing UHNW clients... .... In this role, you would partner with our Client Portfolio Managers... ...with outside advisors on tax and estate matters, and manage...TaxPrivate clientFlexible hours- ...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... ...relationships, and collaborate closely with Partners in an entrepreneurial environment that values exceptional...TaxPrivate clientFull timeTemporary workPrivate practiceWork at officeLocal areaRemote work
- ...seeking an Associate Wealth Advisor/Client Relationship Associate to... ...-touch estate coordination, private bank/lending oversight, entity... ...Collaborate with external client partners—including CPAs, trust officers... ...and bankers—on comprehensive tax, estate, and business...TaxPrivate clientFull timeApprenticeshipWork at officeLocal areaImmediate startRemote work
$90k - $100k
...Joining Henley & Partners As the leading global citizenship... ...& Partners helps clients navigate the complex... ...solutions and exceptional service through an extensive... ...talk about you! As a Private Client Advisor , you will... ...wealth managers, lawyers, tax advisors, and other...TaxPrivate clientLocal areaWorldwideFlexible hours$365k - $420k
...collaboration, dedication to serving our clients, and mutual respect. We are... ...with sophisticated estate and tax planning techniques, as well... ...before the Internal Revenue Service.We are seeking an experienced... ...to join our national Private Client Services Group. The search...TaxPrivate clientFull time$80k - $100k
Job Description - Private Client Assistant The Private Client (formerly Trusts & Estates) department... ...Client attorneys, including firm partners. Draft and revise estate planning documents... ...of Federal and State estate and gift tax returns, as well as other fiduciary assistance...TaxPrivate clientWork at officeImmediate startRemote workFlexible hours3 days per week$105.38k - $215.38k
Position Summary Are you a tax professional who enjoys... ...supporting our Individual Tax Services - High Net Worth group, you will... ...specialists when needed.Build strong client relationships through clear,... ...high-net-worth individuals or private clients.Strong client...TaxPrivate clientWork at officeLocal area$95k - $160k
...in the Plus!Job Description:Withum’s Tax Services Group is made up of a brilliant team of... ...Credit, as well as International and Private Client services. This Founders & Tech Executive... ...team cultureCollaborating with partners and senior leadership on client engagements...TaxPrivate clientFull timeLocal area- ...Our client, a CPA firm established in 1989, is based in... ...they provide comprehensive tax, financial and consulting services. The resolution of complex... ..., as well as private clients, entrepreneurs, and... ...for people to grow into partners. Job Description Job Type...TaxPrivate clientFull timeWork at officeWorldwide
- Overview The Private Client Department focuses on high-net-worth estate and tax planning, estate and trust administration, and drafting wills and trust agreements. Candidates should have a background in estate planning, tax, or other transactional practices, with consideration...TaxPrivate client
$160k - $230k
...Description Direct Counsel is partnering with a growing, full-service law firm to add a highly... ...high-net-worth individuals, private foundations and family offices... ...Responsibilities ~ Advise clients on multi-generational wealth planning and tax optimization strategies....TaxPrivate client- Job Overview A law firm seeks a Private Client Associate to join its San Francisco, California office. The ideal candidate will have 3-5 years of experience in estate planning, tax, or other transactional practices. Duties Engage in high-net-worth estate and tax planning...TaxPrivate clientWork at office
$179.85k - $340.97k
...Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global... ...(Baker Tilly) provide professional services through an alternative practice... ...of industries Work alongside private equity firms, strategic clients and...TaxPrivate clientLocal areaWorldwide$86k - $92k
...Position Overview**Bernstein Private Wealth Management is a premier... ...and ultra-high-net-worth clients. As an industry leader, we put... ...Wealth Associates are client service professionals who exhibit drive... ...and challenging opportunity to partner with Advisors to provide...Private clientFlexible hours$270k - $410k
...matters, M&A transactions, and private equity deals.... ...Advise public and private company clients on executive compensation and... ...equity transactions Advise on tax-qualified and nonqualified retirement... ...credentials and commitment to client service Compensation & Benefits...TaxPrivate client$180k - $200k
...About the job Senior Tax Manager - Partner Track Pay: $180,000.00 - $200,000.00 per year... ...surrounding areas may be required for client meetings. Note: The qualified candidate... ..., consulting, compliance, and review services for a diverse client base including...TaxWork at officeRemote workRelocationFlexible hours- ...pension plans, and ultra-high net worth private clients implement and manage custom investment... ...Cambridge Associates delivers a range of services, including outsourced CIO, non-... ...engagement, satisfaction, and retention. • Partner with investment teams to deliver tailored...Private clientWork at officeLocal areaWorldwide
$150k - $190k
Overview Partner / Partner Group - Private Client Global Law Firm with a Boutique Feel | Multiple U.S. Locations... ...and succession Wealth structuring, tax and estate planning Family and business... ...Industries Law Practice and Legal Services San Francisco, CA • $150,000 - $190,...TaxPrivate clientPart timePrivate practiceWork at officeWorldwide3 days per week$52.6k - $98k
...Client Advisor Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture... ...health & benefits, retirement, and private client insurance solutions to organizations... ...North America, we combine the personalized service model of a local consultant with the...Private clientMinimum wageLocal areaNight shift- Our client is a well‑established financial services firm dedicated to providing personalized financial planning and investment strategies built on trust,... ...Experience in wealth management, financial services, or private client environments strongly preferred Proficiency...Private clientWork at office
$200k - $300k
...United StatesSalary: $200,000.00 - $300,000.00Category: Private Client Product Services, Executive, WealthCompany: CitiThe Investment Counselor Principal... ...team oriented, able to leverage a wide array of internal partners.Leverage existing client relationships, local network and...Private clientFull timeLocal area$250k
...United StatesSalary: $250 000,00 - $500 000,00Category: Private Client Product Services, Executive, WealthCompany: CitiThe Investment Counselor Grp... ...to cultivate trusting, productive relationships with key partners throughout CPB and the wider Citi. Entrepreneurial and...Private clientFull timeTemporary work
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