Tax Senior Manager, Trust & Estate - Private Client Services (PCS)
EisnerAmper LLP
EisnerAmper is seeking a Tax Senior Manager specializing in Trust & Estate to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with the capacity to efficiently oversee multiple client engagements. 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 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. Great work is achieved when cultures, ideas and experiences come together to create new solutions. Embracing our differences unites us as a team and strengthens our foundation. Showing up authentically inspires us to do our best work. Responsibilities Oversee tax planning and compliance functions for individuals, trusts, estates, and related entities, ensuring accuracy and compliance with tax laws and regulations. Provide expert tax planning and advisory services to clients, including wealth transfer strategies, charitable planning, and estate planning. Review complex tax returns and maintain regular communication with clients. Cultivate and nurture relationships with clients, staff members, and external third‑party vendors. Provide training and supervision to staff, including reviewing and evaluating their work. Participate in occasional local travel to clients' locations. 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 experience, specializing 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. Preferred Location Iselin Equal Opportunity Statement 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. #J-18808-Ljbffr EisnerAmper LLP
- ...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... ...treatment, as well as a working understanding of trusts, estates, gifts, and charitable entities. Directly engage...SeniorPrivate clientTemporary workPrivate practiceWork at officeLocal area
- EisnerAmper LLP is seeking a Tax Senior Manager specializing in Trust & Estate in Woodbridge Township, NJ. The role involves overseeing tax... ...individuals and entities, providing expert advisory services, and managing multiple client engagements. The ideal candidate should...Senior
- .... We are seeking a Tax Partner for our Private Client Services (PCS) practice, focused on delivering... ...have the flexibility to manage your days in support of... ...For: Serve as a trusted advisor to high-net-... ..., coach, and develop senior-level professionals, fostering...Private clientPrivate practiceLocal area
- ...goals. We are seeking a Tax Director to join the Private Client Services (PCS) practice, able to sit... ...have the flexibility to manage your days in support of... ...individual, fiduciary, estate and gift taxation Preferred... ...doesn't only provide trusted and innovative tax...Private clientWork experience placementPrivate practiceLocal area
- ...What You'll Be Doing As a PCS intern, you will be working... ...of federal and state income tax returns. Qualifications We... ...MS Word Strong time management and organizational skills... ...analytical skills About Our Private Client Services (PCS) Team The EisnerAmper...Private clientTemporary workSummer workInternshipSummer internshipLive inWork at officeLocal areaMonday to Friday2 days per week3 days per week
- ...the flexibility to manage your days in support... ...For: Serve as a trusted advisor to high‑net... ...by leading complex tax compliance and consulting... ...Proactively advise clients on tax planning... ...identifying cross‑service opportunities and delivering... ...coach, and develop senior‑level professionals...Private clientLocal area
- ...As a PCS Intern, you will work with the PCS team to learn the process of preparing financial... ..., and preparing federal and state income tax returns. Responsibilities Work in a... ...Excel and Microsoft Word skills. Strong time management and organizational skills. Strong work...Private clientSummer workInternshipSummer internshipWork at officeMonday to Friday2 days per week3 days per week
$147.4k - $336.8k
...Country Overview The Real Estate Tax Senior Manager will apply knowledge across... ...planning projects for a diverse client base, providing up‑to‑the‑... ...maintain credibility as a trusted advisor. Building client... ...within a professional services environment. Extensive knowledge...SeniorSeasonal workFlexible hours$100k - $135k
We are seeking an experienced Tax Manager to join our Private Client Services practice. This role focuses on providing tax compliance, planning, and consulting... ...individual (1040), partnerships, S‑corporations, trusts, estates, and gift tax returns. Provide advanced tax...Private clientFull timePrivate practiceLocal areaFlexible hours3 days per week- ...Withum’s Exempt Organizations Tax Services Group is made up of a brilliant... ..., as well as International and Private Client services. As an Employee Benefits Tax Manager based out of our New Jersey, NYC... ...T (including for Large Pension Trusts with Unrelated Business Income...Private clientWork at officeLocal area
- PKF O'Connor Davies is seeking an experienced Tax Manager to join our Private Client Services practice in Cranford, NJ. This role involves leading tax compliance and consulting engagements for high-net-worth individuals and closely held businesses. The ideal candidate will...SeniorPrivate clientPrivate practiceWork at office
- ...goals. We are seeking a Tax Partner for our Private Client Services (PCS) practice to serve as an... ...scheduling, performance management, compensation processes,... ...and develop partner and senior‑level leaders across the... ...doesn’t only provide trusted and innovative tax solutions...Private clientPrivate practiceWork at officeLocal area
- A large accounting and advisory firm is seeking a Tax Partner for its Private Client Services practice. This position involves key administrative and operational leadership, including scheduling and compensation planning, within a national framework. Ideal candidates will...Private clientPrivate practice
$147.4k - $336.8k
EY is seeking a Real Estate Tax Senior Manager to lead tax planning projects for a diverse client base. This role involves analyzing complex tax operations and supervising a motivated team. The ideal candidate will have 7-10 years of experience in real estate tax within...SeniorFlexible hours- EisnerAmper is seeking a Tax Director to join its Private Client Services practice. In this role, you will be responsible for overseeing tax engagements, mentoring staff, and managing relationships with clients. Candidates should have a Bachelor's degree in Accounting,...Private clientPrivate practice
- Lindsays in New York is seeking a Private Client Snr Associate / Director/ Partner. This role requires strong expertise... ...client law with responsibilities ranging from trust administration to client relationship management. Applicants should possess at least 5 years of PQE...SeniorPrivate clientWork at office
$85k - $120k
IQ-EQ is looking for a Senior Manager in Woodbridge Township, NJ to join our fund administration team. You will manage client relationships with leading private equity clients, supporting fund operations and financial reporting, while overseeing junior staff and audits....SeniorPrivate client- Job title: Private Client Snr Associate / Director/ Partner... ...of Private Client services. This includes all aspects of trust and executry... ...Powers of Attorney, tax and succession planning... ...a new home, or a Senior Associate ready to... ...of attorney, tax, estates, and succession planning...Private clientPermanent employmentWork at officeWork from homeFlexible hours
- Perigonwealth is looking for a Senior Private Client Associate to join their Client Service team in Edison, NJ. This hybrid position requires supporting Wealth Managers with client service and administrative tasks, emphasizing professional communication and attention to...SeniorPrivate client
- Perigon Wealth Management is seeking a Senior Customer Service Associate for a full-time hybrid position based in Edison, NJ. The role involves responding to client inquiries, managing account questions, and ensuring a high level of client satisfaction. The ideal candidate...SeniorPrivate clientFull timeWork at office
- Dormont Manufacturing Co is looking for a Sales Tax Senior Consulting Manager in Woodbridge Township, NJ, to lead the sales tax compliance process for clients. In this role, you'll manage a variety of responsibilities including research projects, compliance management,...Senior
- The Private Client Associate is a member of Perigon’s Client Service team. The Associate’s role is to support Wealth Managers with day-to-day operations, administrative and client service tasks... ...in office) Position Title: Senior Private Client Associate Department...SeniorPrivate clientFull timeContract workWork at officeLocal area
$60k
World Insurance Associates, LLC. is seeking a Private Client Sales Executive to serve as a trusted advisor to high-net-worth clients. This role involves identifying and cultivating personal insurance solutions tailored to affluent households. Main responsibilities include...Private client$100k - $150k
PKF O'Connor Davies is looking for a Tax Director to provide leadership and client advisory services in the Trust & Estate practice. This role involves overseeing complex tax matters for high-net-worth individuals and families, working closely with attorneys and wealth...$90k - $120k
HUB International in Berkeley Heights, NJ, is seeking a Senior Account Executive to join their Private Client team in a hybrid working arrangement. The role involves managing high-net worth personal insurance clients, cultivating relationships, and conducting annual reviews...SeniorPrivate client- ...We are seeking a Senior Fund Accountant... ...to join our Real Estate Systems... ...largest real estate private equity fund administrator... ...and providing clients with exceptional services. What it... ...flexibility to manage your days in support... ...accounting and tax planning to...SeniorPrivate clientLocal area
$127.9k - $291.9k
...the global financial services marketplace and the... ...side with a range of clients from our most... ...Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction... ...institutions are trusted and flourish, and... ...on US and global tax information reporting...SeniorFull timeSummer holidayFlexible hours$102.1k - $187k
...better working world. Tax Services Manager - Financial Services... ...side with a range of clients from our most... ...Insurance, and Real Estate, Hospitality and Construction... ...institutions are trusted and flourish, and the... ...some of the firm's most senior tax talent. The...Summer holidayWork at officeRemote workFlexible hours- EisnerAmper LLP in Woodbridge Township, NJ is seeking a Sales Tax Senior Consulting Manager to join their State and Local Tax practice. This role involves managing the sales tax compliance process for clients, preparing returns, and overseeing research projects. The...SeniorLocal area
$79.8k - $168k
Job Description The STS Expatriate Services Manager is responsible for advising clients on the international assignment... ...various methods of complying with tax obligations. In addition, the STS... ...Expatriate Services Associates and Senior Associates on assigned projects Review...Work experience placementWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Tax Senior Manager, Trust & Estate - Private Client Services (PCS). Be the first to apply!
- hedge fund private equity tax manager Woodbridge, NJ
- tax director Woodbridge, NJ
- tax manager Woodbridge, NJ
- estate manager Woodbridge, NJ
- director of real estate development Woodbridge, NJ
- real estate director Woodbridge, NJ
- lettings manager Woodbridge, NJ
- real estate property manager Woodbridge, NJ
- tax services Woodbridge, NJ
- senior tax Woodbridge, NJ

