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

Tax Senior Manager - Private Client Services

EisnerAmper LLP

Job Description

AtEisnerAmper, we look for individuals who welcomenew ideas, encourage innovation, and areeagerto make an impact. Whetheryou'restarting out in your career or taking your next step as a seasoned professional, theEisnerAmperexperience is one-of-a-kind. You can design a careeryou'lllove from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals.

EisnerAmperis seeking a TaxSeniorManager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with thecapacityto efficiently oversee multiple client engagements while alsodemonstratingproficiencyin business development, marketing, and recruitment efforts. Furthermore, the ideal candidate willpossessstrong leadership skills and the aptitude to foster professional growthwithinour staff. This position offers flexibility in terms of office location, asEisnerAmperfollows a hybrid working model and has offices available in thelisted locationsbelow.

Whatit Means to Work forEisnerAmper:
  • 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 "PlacestoWork" awards

  • We believe thatgreat workisaccomplishedwhen cultures, ideas and experiences come together to createnew solutions

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

  • Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work

  • NumerousEmployee Resource Groups (ERGs) to support our Diversity, Equity, & Inclusion (DE&I) efforts

WhatWork You Willbe 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 taxexpertise.

  • 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 andmaintainregular 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 berequired.

  • Activelysolicitnew client relationships andparticipatein 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 taxservices.

  • Hold self and direct reports responsible for achieving developmental goals

Basic Qualifications:
  • Bachelor'sDegree inAccountingor equivalent field isrequired

  • 10+ years of progressive tax experience providing tax compliance and consulting services to high-net-worth individuals

  • 8+ years of tax compliance, specialization incomplex technicalindividualand business

  • Recent PublicAccountingexperience

  • CPA or IRS Enrolled Agent Certificationrequired

Preferred/Desired Qualifications:
  • Master's Degree inTaxationor relevant field

  • Experienceacquiringnew clients and growing a book of business

  • Experience usingGoSystemsor CCHAxcesstax software

We strongly believe in the value of diversity and creating supportive, inclusive environments where our colleagues can succeed. As such,EisnerAmperis proud to be an Equal Opportunity Employer. We do not discriminate on the basis of race, color, ancestry, national origin, religion, or religious creed, mental or physical disability, medical condition, genetic information, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, gender expression, age, marital status, military or protected veteran status, citizenship, or other protected characteristics under federal, state,or local law.

About our Private Client Services (PCS) Team:

TheEisnerAmperPrivate 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, anda genuinecare 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 makea big groupfeel smaller.We'reknown for presenting options and pathways for our employees to grow as professionals. Here, you can not only discover whatyou'repassionateabout, butpursue it.

Working with businesses of all sizes and across every industry, our typical client is atypical. Because of this,it'simportant thatwe canthink like entrepreneurs ourselves to gain a true awareness of our clients and their businesses, along with their unique operational and personal dynamics.

AboutEisnerAmper:

EisnerAmperis one of the largest accounting, tax, and business advisory firms, withnearly 4,500employeesincluding 450partners across the world.We combine responsiveness with a long-rangeperspective;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 publicfirms,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-MA1

#LI-Hybrid

Preferred Location:
San Francisco
Vacancy posted 16 days ago
Similar jobs that could be interesting for youBased on the Tax Senior Manager - Private Client Services in San Mateo, CA vacancy
  •  ...EisnerAmper LLP is seeking a Tax Manager in San Mateo, California. The ideal candidate will have a Bachelor's in Accounting, CPA certification...  ...training staff, preparing tax returns, and maintaining client relationships. The firm offers a collaborative culture, flexibility... 
    Private client

    EisnerAmper

    San Mateo, CA
    3 days ago
  • $110k - $130k

     ...and Primary Duties Tax Compliance Assist in...  ...returns for high net worth clients. Ensure accuracy and...  ...Present findings to senior team members and clients...  ...departments to ensure seamless service delivery. Provide support to tax managers and directors as needed.... 
    Private client

    CBIZ

    San Mateo, CA
    2 days ago
  • $103.6k - $189.7k

     ...global financial services marketplace and the...  ...side with a range of clients from our most...  ...Wealth and Asset Management and Insurance. Our...  ...providing dedicated tax technical services...  ...facets of hedge fund, private equity fund and...  ...relationship matters to senior management and... 
    Suggested
    Summer holiday
    Work at office
    Local area
    Flexible hours

    EY

    San Mateo, CA
    2 days ago
  •  ...business opportunities for our clients and for CBIZ Assume...  ...options to client and team Manage staff on engagement deliverables...  ...such as financial statements, tax returns, workpapers, etc.); complete...  ...) is a leading professional services advisor to middle-market businesses... 
    Senior

    CBIZ

    San Mateo, CA
    2 days ago
  •  ...We are seeking a Senior Fund Accountant to join...  ...largest real estate private equity fund administrator...  ...and providing clients with exceptional services. What it Means to...  ...have the flexibility to manage your days in support...  ...general accounting and tax planning to outsourced... 
    Senior
    Private client
    Local area

    EisnerAmper

    San Mateo, CA
    4 days ago
  •  ...28 years of experience providing tax preparation and planning services for individuals, corporations, partnerships...  ...long-term relationships with our clients and maintaining a collaborative,...  ...Overview: We are seeking a Senior Tax Manager to lead our tax department and... 
    Senior
    Work at office
    Local area
    Flexible hours

    Pelzner & Associates

    Burlingame, CA
    25 days ago
  • $180k - $200k

     ...Private Client Services Sales Leader As Risk Strategies joins the Brown & Brown family, we are expanding our presence in Northern California...  ...cross-sell partnerships across the practice. This is a senior sales leadership role for a PCS professional who brings immediate... 
    Private client
    Hourly pay
    Local area
    Immediate start

    Risk Strategies

    Burlingame, CA
    5 days ago
  •  ...BCG Attorney Search is seeking a Private Client Services Associate in Redwood Shores, California. The ideal candidate will have two to four years...  ...and a passion for family, financial, business, and tax matters. The role involves engaging in gift and estate tax planning... 
    Private client

    BCG Attorney Search

    Belmont, CA
    1 day ago
  • $220k - $315k

     ...Senior Engineering Manager - Clients Platform San Mateo, CA United States Who We Are Verkada is transforming how organizations protect their...  ...employer contributions and Flexible Spending Account (FSA) with tax saving options Expanded mental health support Paid... 
    Senior
    Full time
    Immediate start
    Work visa
    Flexible hours
    Shift work

    Verkada

    San Mateo, CA
    1 day ago
  • $160k - $253.9k

     ...Senior Manager, Alternative Investment Funds Unlock the...  ...Boundless Horizons of Tax, Valuation, and Business...  ...among professional services organizations. You'll...  ...working with extraordinary clients spanning every...  ...including hedge funds, private equity, real estate, fund... 
    Senior
    Full time
    Work experience placement
    H1b
    Local area
    Work visa

    Andersen

    San Mateo, CA
    3 days ago
  •  ...Job Overview A law firm seeks a Private Client Services Associate in Redwood Shores. The ideal candidate will have two to four years of estate...  ...experience and a keen interest in family, financial, business, and tax matters. Duties Engage in gift and estate tax planning.... 
    Private client
    Temporary work

    BCG Attorney Search

    Belmont, CA
    2 days ago
  • $91.7k - $168.1k

     ...build a better working world. Tax-Indirect-Excise Tax-Manager  The opportunity  Our EDGE...  ...providing specialized tax technical services to US and global clients. EDGE stands for Exceptional...  ...~ Receives direction from more senior team members and occasionally directly... 
    Summer holiday
    Flexible hours

    EY

    San Mateo, CA
    9 days ago
  • $100k - $185k

     ...Senior Tax Manager Due to continuing growth, our team is seeking a Senior Tax Manager who has...  ...traditional roll-up your sleeves tax review and client advisory, the role requires a strong...  ...is a rapidly growing professional services firm providing tax, accounting, assurance... 
    Senior
    Work experience placement
    Work at office
    Local area
    Flexible hours

    Platform Accounting Group

    South San Francisco, CA
    6 days ago
  • $100k - $115k

     ...ROLE OVERVIEW The Senior Property Accountant - Multifamily...  ...Monthly Property Management Fee calculations CAM...  ...insurance, property tax and mortgage documentation...  ...Woodmont Real Estate Services has detailed the expected...  ...: To add value to our clients by providing superior... 
    Senior
    Temporary work
    Work experience placement
    Work at office
    Flexible hours

    WOODMONT REAL ESTATE SERVICES L P

    Belmont, CA
    19 days ago
  • $102.1k - $187k

     ...help to build a better working world. Tax Services Manager - Financial Services Office - Customer...  ..., working side by side with a range of clients from our most venerable institutions to...  ...who include some of the firm's most senior tax talent. The CTOR Tax Services practice... 
    Summer holiday
    Work at office
    Remote work
    Flexible hours

    EY

    San Mateo, CA
    8 days ago
  •  ...Senior Accounting Manager / Controller Luminary helps engineering companies be more competitive by...  ...ensure audit readiness from day one. Tax & Compliance: Oversee sales tax, R&D...  ...for preparing the "PBC" (Provided by Client) list, managing schedules, and explaining... 
    Senior

    Luminary Cloud, Inc.

    San Mateo, CA
    6 days ago
  • Tax Staff Accountant - Senior Tax Location: 262 Grand Avenue South San Francisco, CA 94080, US Industry...  ...Number: 2637 Job Description Our client is a full-service public accounting firm ranked...  ...standards. Meet deadlines and manage client engagements. Lead and instruct... 
    Senior
    Work at office
    Immediate start

    Regal Executive Search

    South San Francisco, CA
    5 days ago
  • J.P. Morgan Wealth Management in Redwood City is seeking a Private Client Investment Associate to provide outstanding client service and operational support. The ideal candidate will assist advisors by nurturing client relationships and facilitating operational requests... 
    Private client

    TwinThread

    Redwood City, CA
    4 days ago
  • $180k - $195k

     ...operating in the western region. Serving clients since 1959, SingerLewak has...  ...expertise in the accounting and management consulting industry. Providing the services of a large firm with a blended...  ...and technological evolution. The Senior Manager is the liaison between the... 
    Senior
    Work at office
    Local area
    Work from home
    Night shift

    SingerLewak LLP

    South San Francisco, CA
    4 days ago
  • $135k - $160k

     ...exciting missions in the world! Payroll Manager will oversee payroll administration activities...  ...maintaining related records, filing tax reports and voluntary deduction reports,...  ...ideal candidate will have excellent customer service and communication skills, a high level of... 
    Senior
    Relocation

    Qualys

    Foster, CA
    3 days ago
  • $80k - $105k

     ...to enhance relationships with clients, staff, and carriers. The...  ...customer's insurance and risk management needs. This role requires an...  ...including Managers training for private client coverage and carrier awareness...  ...and alternative risk services. Presenting Insurance 101... 
    Private client
    Work experience placement
    Work at office
    Night shift

    Heffernan Insurance Brokers

    San Mateo, CA
    1 day ago
  •  ...Tax Senior or Supervisor - Redwood City, CA Redwood...  ...is a team player who manages the tax team to greater...  ...partners and staff to meet client expectations....  ...experience in a professional services firm. ~ Licensed CPA...  ...companies, investment/private equity, professional... 
    Senior
    Full time
    Temporary work
    Flexible hours
    Weekend work

    Forth Recruiting

    Redwood City, CA
    2 days ago
  •  ...A leading tax services provider in Belmont, MA, is seeking a Tax Advisor to offer comprehensive tax and business services year-round. This role involves building strong client relationships and providing expert guidance in tax preparation and planning. Candidates should... 
    Senior
    Remote work

    H&R Block

    Belmont, CA
    4 days ago
  •  ...from team members and upper level client management Has intermediate to advanced level tax preparation skills Performs a...  ..., Manager and/or Supervising Senior on work status and client issues...  ...CBZ) is a leading professional services advisor to middle-market businesses... 
    Senior
    Work at office

    CBIZ

    San Mateo, CA
    3 days ago
  • $186.9k - $228.97k

     ...Tax Manager, Global Information Reporting and Withholding San Mateo, CA, United States Finance & Accounting ID: 6003 As the Tax Manager for Global Information Reporting and Withholding , you will report to the Director of Global Indirect Tax and Information Reporting and... 
    Full time
    H1b
    Work at office
    Local area
    Visa sponsorship
    Monday to Friday

    Roblox

    San Mateo, CA
    3 days ago
  •  ...evaluations on lower level staff. Manage compliance engagements, from...  .... Build new and existing client relationships and demonstrate...  ...draft memoranda on corporate tax issues. Preferred...  ...CBZ) is a leading professional services advisor to middle-market businesses... 

    CBIZ

    San Mateo, CA
    2 days ago
  • $20 - $23 per hour

     ...New Accounts/CSR II, CSR III, or Senior level opportunity with a fast-growing...  ...and commitment to supporting both clients and employees with exceptional service and career growth opportunities....  ...New Accounts/CSR III Open and manage consumer and complex business... 
    Senior
    Hourly pay
    Temporary work
    Work at office

    Workway

    San Mateo, CA
    4 days ago
  • $105.1k - $192.6k

     ...build a better working world. Tax - Indirect Tax - Sales & Use Lookback Review COE - Manager Will you shape the future or...  ...projects for EY’s largest clients. It’s here you’ll find everything...  ...Identify opportunities for additional services, contribute to RFPs, manage... 
    Summer holiday
    Flexible hours

    EY

    San Mateo, CA
    3 days ago
  • $175k - $225k

    Primeline Solutions LLC is seeking a Family Law Associate Attorney for a hybrid position in California. The role focuses on sophisticated family law litigation including custody disputes and complex financial matters, requiring a minimum of 4 years of experience in California...
    Senior
    Remote work

    Primeline Solutions LLC

    San Mateo, CA
    3 days ago
  • Job Overview As a Private Client Investment Associate at J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors. Responsibilities Support advisors’ book of business, including facilitating... 
    Private client

    TwinThread

    Redwood City, CA
    4 days ago

Do you want to receive more vacancies?

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