Tax Director, Trust & Estate - 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.EisnerAmper is seeking a Tax Director 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. Furthermore, the ideal candidate will possess strong leadership skills and the aptitude to foster professional growth among our staff. This position offers flexibility in terms of office location, as EisnerAmper follows a hybrid working model and has offices available in the locations listed 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 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:Responsible for overseeing 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.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 goalsBasic Qualifications:Bachelor’s Degree in Accounting or equivalent field is required10+ years of tax compliance, specialization in individual, fiduciary, estate and gift taxationRecent Public Accounting experienceCPA or IRS Enrolled Agent Certification requiredPreferred/Desired Qualifications:Master’s Degree in Taxation or relevant fieldExperience using GoSystems or CCH Axcess tax softwareEisnerAmper 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 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-HybridPreferred Location:New YorkSummaryLocation: New York; Iselin; Melville; PhiladelphiaType: Full time
- ...to bottom - we give you the tools you need to succeed and 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. We are seeking someone who thrives in a growing environment...Private clientFull timeTemporary workWork experience placementPrivate practiceLocal area
- ...bottom – we give you the tools you need to succeed and 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. We are seeking someone who thrives in a growing...Private clientTemporary workWork experience placementPrivate practiceLocal area
$175k - $225k
...Tax Director - Trust & Estate $175000 - $225000 per year | Cranford, NJ | On-site | Permanent... ...offices, closely held businesses, and private clients. The firm is continuing to expand... ...planning opportunities and additional services for existing clients Participate...Private clientPermanent employmentWork at officeLocal area3 days per week- ...reach your goals. We are seeking a Tax Director to join the Private Client Services (PCS) practice, able to sit in a... ...specialization in individual, fiduciary, estate and gift taxationPreferred/... ...s Tax Group doesn’t only provide trusted and innovative tax solutions to its...Private clientFull timeWork experience placementPrivate practiceLocal areaRemote work
- ...reach your goals. We are seeking a Tax Partner for our Private Client Services (PCS) practice, focused on delivering... ...Will be Responsible For:Serve as a trusted advisor to high-net-worth individuals... ...of 2 years in a Partner or Director-level role at a public accounting...Private clientFull timePrivate practiceLocal area
- ...we give you the tools you need to succeed and the autonomy to reach your goals.EisnerAmper is seeking a Tax Senior Associate to join the Private Client Services (PCS) practice. We are looking for a dynamic individual who excels in a progressive setting and demonstrates...Private clientFull timeTemporary workPrivate practiceLocal area
$197.5k - $348.7k
Tax Director, Private ClientWe use cookies to enable necessary site... ...firm, providing clients with a genuine coast-... ...provide professional services through an alternative... ...can see yourself as a trusted business advisor, working... ...Bullets* Real estate industry experience preferred...Private clientFull timeLocal areaWorldwide- ...EisnerAmper is seeking a Tax Director to join the Private Client Services (PCS) practice, with the ability to sit in multiple offices. The role leads tax projections, returns, and client engagements while mentoring staff accountants. Ideal candidates hold a CPA, a Bachelor...Private clientPrivate practice
$110k - $210k
...that’s the Power in the Plus!Job Description:Withum’s Tax Services Group is made up of a brilliant team of tax... ...Local tax, R&D Tax Credit, as well as International and Private Client services. As a Trust and Estate Tax Manager based out any of our office locations, you...Private clientFull timeWork at officeLocal areaRemote work- ...seeking a seasoned Business Development Executive for Private Client Services (PCS) to originate high‑net‑worth client relationships... ...drive growth across the firm’s PCS offerings, including tax planning, trusts & estates, family office services, and outsourced accounting....Private clientWork at office
- ...your goals.The Business Development Executive- Private Client Services (PCS) is a senior, market‑facing executive responsible... ...Client Services offerings. This includes complex tax planning and compliance, trusts & estates, family office services, outsourced accounting,...Private clientFull timeWork at officeLocal area
$100k - $200k
...Tax Manager - Private Client ServicesSalary Range $100,000.00 - $200,000.00 Salary/year Position Type Full Time / Experienced Level Category... ...what matters most to you!We are seeking a Private Client Services (PCS) Manager in the Tax Department. As a Manager in PCS, you...Private clientFull time$76k - $174k
Job Description:Tax Senior - Private Client ServicesMazars USA is hiring - If you... ...consulting and compliance services tailored exclusively to... ...Private Client Services (PCS) Tax team as a Tax Senior.... ..., gift tax returns (709), trusts/estates (1041), private foundations...Private clientFull timeSummer workH1bWork at officeLocal areaFlexible hours$127.9k - $291.9k
...global financial services marketplace and the... ...side with a range of clients from our most... ..., Insurance, Real Estate, Hospitality and Construction... ...institutions are trusted and flourish, and... ...dedicated tax technical services... ...marketplace. EY's FSO EDGE Private practice provides...Private clientPrivate practiceSummer holidayLocal areaFlexible hours$95k - $160k
...Plus!Job Description:Withum’s Tax Services Group is made up of a... ...as well as International and Private Client services. This Founders & Tech... ...individual, fiduciary, gift and estate and other tax returns,... ...tech executivesServing as a trusted advisor, managing client relationships...Private clientFull timeLocal area- ...Withum's Tax Services Group is made up of a brilliant team of tax specialists... ...well as International and Private Client services. This High Net... ..., fiduciary, gift and estate and other tax returns, ensuring... ...tech executives Serving as a trusted advisor, managing client relationships...Private clientLocal area
$100k - $135k
...ranked accounting, tax, and advisory... ...real value to our clients.Our mission is... ...provide exceptional service while fostering... ...built on trust and integrity. We... ...Tax Manager or Director to join our growing Private Client Services... ...corporations, trusts, estates, and gift tax...Private clientFull timePrivate practiceLocal area3 days per week- EY is looking for a Senior Tax professional to join our Financial Services Organization EDGE practice, delivering specialized tax services to US and global clients. The role focuses on private companies, high-net-worth individuals, and cross-border coordination within a...Private client
$150k - $210k
...What work you'll be responsible for:Review of international tax compliance forms such as Forms 3520, 3520-A, 8621, 2555, and treaty based positionsCollaborate with the Private Client Services and Trust & Estate groups on cross-border matters for individuals and families...Private clientFull timeFixed term contractLocal area- Jobot is seeking an experienced Tax Director specializing in Trust & Estate taxation in Cranford, NJ. The role combines strategic advisory work with leadership... ...or EA, and a track record in guiding high-net-worth clients through complex planning and compliance. On-site role...
$150k - $185k
Join a high-impact Private Client Tax team where you'll advise ultra-high-net... ...compliance, and consulting services to high-net-worth... ...relationships while acting as a trusted business partner. Review... ...individual, partnership, trust, estate, gift, and related entity tax...Private clientLocal areaFlexible hours- ...EisnerAmper is seeking a Tax Director to lead the Real Estate Tax practice, focusing on privately held real estate owners, developers, operators, and family offices.... ...certification, and a track record in complex partnership taxation and client development. #J-18808-Ljbffr...
- ...goals.We are seeking a Tax Senior Manager to join... ...profit tax, particularly private foundations. This is a... ...firm’s private foundation client base by delivering deep... ...across service lines to support cross-... ...Group doesn’t only provide trusted and innovative tax solutions...Private clientFull timeWork at officeLocal area
$126.1k - $253k
...provider of professional services to the middle market... ..., empowering our clients and people to realize... ...have or require complex estate and income tax planning and... ...philanthropic, retirement and trust aspects of a client’s... ...with an emphasis on private client taxation...Private clientFull timeWork experience placementInternshipLocal area$100k - $150k
...-ranked accounting, tax, and advisory firm with... ...real value to our clients.Our mission is to provide exceptional service while fostering long... ...built on trust and integrity. We serve... ...We are seeking a Tax Director to join our growing Trust & Estate practice. This role...Full timeLocal area- CPA firm seeking a Tax Manager to join our growing Private Client Services practice. This role will focus on providing tax compliance, planning, and consulting services to high-net-worth individuals, families, and closely held businesses.Private clientPrivate practice
$105k - $130k
...Associates (World) is a unique financial services organization with a global network of brokers... ...Position Summary Independently leads client strategy and service on the largest and... ..., and underwriters and gains their trust and support. Strong written, oral, and...Private clientWork experience placement- Perigon Wealth Management seeks a Private Client Associate to join the Client Service team in a hybrid role based in Edison, NJ. The Associate supports Wealth Managers with daily operations, account administration, and client onboarding to ensure exceptional service. The...Private client
- Peapack Private Bank & Trust is seeking a Retail Private Banker in Summit, NJ to deliver exceptional service to existing and prospective clients. You will manage the full client experience, identify cross-sell opportunities, and coordinate with partner lines to fulfill...Private client
$55k - $65k
...accounts, providing expert advice to clients, and helping them protect their... ...-glove, highly personalized service and build lasting client relationships grounded in trust Process endorsements and... ...placing and servicing business with private-client carriers Work closely...Private clientLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Tax Director, Trust & Estate - Private Client Services (PCS). Be the first to apply!



