Tax Senior Manager, 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 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. 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 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: 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 required8+ years of tax compliance, specialization in individual, fiduciary, estate and gift taxation Recent Public Accounting experienceCPA or IRS Enrolled Agent Certification requiredPreferred/Desired Qualifications:Master’s Degree in Taxation or relevant field Experience 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:IselinSummaryLocation: IselinType: Full time
- ...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... ...fund K-1 treatment, with strong understanding of trusts, estates, gifts, and charitable entities, and ensure consistent...SeniorPrivate clientFull timeTemporary workPrivate practiceWork at officeLocal areaRemote work
- ...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... ...fund K-1 treatment, with strong understanding of trusts, estates, gifts, and charitable entities, and ensure consistent...SeniorPrivate clientTemporary workPrivate practiceWork at officeLocal areaRemote work
- ...2026-07-07Closes: 2027-07-07Job Summary:The Private Client Services Senior Manager is responsible for providing tax and consulting services to our high net worth... ...net worth individuals and related business, trusts, estates, and charitable entities including preparation...SeniorPrivate clientWork at office
- ...4Closes: 2027-07-14Job Summary:The Tax Senior Manager, Private Client Services assists in providing tax compliance... ...taxation related to personal income, estate and gift tax and wealth retention... ...use all current software tools and PCS methodologySchedules and manages workload...SeniorPrivate clientWork at office
- ...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... ...in the industryYou will have the flexibility to manage your days in support of our commitment to work/...SeniorPrivate clientFull timeTemporary workPrivate practiceLocal area
- EisnerAmper seeks a Tax Senior Manager to join the Private Client Services (PCS) practice. You will oversee tax planning and compliance for ultra-high net worth individuals and their families, ensuring timely federal, state, and local returns while driving proactive insights...SeniorPrivate clientRemote jobPrivate practiceLocal areaFlexible hours
- Baker Tilly is seeking a Tax Senior Manager for Private Client services to lead federal tax compliance and advisory engagements for middle-market and multinational clients. You will build trusted relationships, mentor staff, and collaborate with leadership to grow the...SeniorPrivate client
- Job Summary The Private Client Services Senior Manager is responsible for providing tax and consulting services to our high net worth clients. Job Duties Performs... ...net worth individuals and related business, trusts, estates, and charitable entities, including...SeniorPrivate clientWork at office
$127.9k - $291.9k
...global financial services marketplace... ...a range of clients from our most... ...Wealth and Asset Management, Insurance, Real Estate, Hospitality... ...are trusted and flourish,... ...providing dedicated tax technical... ...EY's FSO EDGE Private practice provides... ...to staff and seniors. Review and...SeniorPrivate clientPrivate practiceSummer holidayLocal areaFlexible hours- ...-08Job Summary:Private Client Services at BDO is a boutique... ...complicated tax and financial... ...all aspects of estate, income, gift, and trust tax consulting... ...planning.A Tax Manager, Private Client... ...recommendations for PCS... ...associates and senior associates on all...Private clientPrivate practiceWork at office
- 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...SeniorPrivate client
- ...goals. 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-worth... ...serviceMentor, coach, and develop senior-level professionals,...Private clientFull timePrivate practiceLocal area
- ...9-22Job Summary:Private Client Services at BDO is a boutique... ...complicated tax and financial structures... ...all aspects of estate, income, gift, and trust tax consulting... ...Tax Experienced Senior, Private Client Services (PCS) is responsible... ..., time management, leadership, technical...SeniorPrivate clientPrivate practiceWork at office
$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...SeniorPrivate clientFull timeSummer workH1bWork at officeLocal areaFlexible hours- ...goals.We are seeking a Tax Senior Manager to join our team, with... ...tax, particularly private foundations. This is a... ...’s private foundation client base by delivering deep... ...practiceCollaborate across service lines to support cross... ...doesn’t only provide trusted and innovative tax...SeniorPrivate clientFull timeWork at officeLocal area
$110k - $210k
...Plus!Job Description:Withum’s Tax Services Group is made up of a brilliant... ..., as well as International and Private Client services. As a Trust and Estate Tax Manager based out any of our office locations... ...prepares by tax staff and/or seniors for accuracy Researching and...Private clientFull timeWork at officeLocal areaRemote work$126.1k - $253k
...of professional services to the middle market... ...empowering our clients and people to... ...require complex estate and income tax planning and compliance... ...retirement and trust aspects of a... ...goals. As a Tax Senior Manager, you will be... ...an emphasis on private client taxation...SeniorPrivate clientFull timeWork experience placementInternshipWork at officeLocal area- ...EisnerAmper is seeking a Senior Manager to expand our Real Estate Tax practice. Our Real... ...a wide range of clients with specific needs... ...real estate private equity funds, public... ...clients with exceptional services. This position... ...does not only provide trusted and innovative tax...SeniorFull timeWork at officeLocal area
- ...goals. We are seeking a Tax Director to join the Private Client Services (PCS) practice, able to sit in... ...have the flexibility to manage your days in support of... ...individual, fiduciary, estate and gift taxationPreferred... ...doesn’t only provide trusted and innovative tax solutions...Private clientFull timeWork experience placementPrivate practiceLocal areaRemote work
$150k - $210k
...industry You will have the flexibility to manage your days in support of our... ...responsible for:Review of international tax compliance forms such as Forms 3520,... ...based positionsCollaborate with the Private Client Services and Trust & Estate groups on cross-border matters for...SeniorPrivate clientFull timeFixed term contractLocal 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... ...Group doesn't only provide trusted and innovative tax solutions...Private clientWork experience placementPrivate practiceLocal area
- ...Client ownership | Broad industry mix | Senior role in a growing tax team If you enjoy being the person... ...for a Tax Senior Manager in New Jersey.... ...individuals across real estate, manufacturing... ...Work with trust and estate documents... ...varied commercial and private client base; real...SeniorPrivate clientFull time
$132.4k - $225.2k
...is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-... ...Tilly) provide professional services through an alternative... ...Tilly (BT) as a Tax Senior Manager! This is a great opportunity... ...can see yourself as a trusted business advisor, working...SeniorLocal areaWorldwide$126.1k - $253k
...provider of professional services to the middle... ..., empowering our clients and people to... ...within RSM’s Corporate Tax services will... ...help our public and private multinational corporate... ..., while managing the impact tax has... ...objectives.As a Tax Senior Manager for RSM you...SeniorPrivate clientFull timeWork experience placementInternshipLocal area- ...Tax Manager - Private Client ServicesA large national accounting, tax and advisory firm is seeking a Tax Manager for its private client services practice in New Jersey (preferred location Iselin; also listed for Mount Laurel). The practice serves family-owned and closely...Private clientPrivate practice
- ...experience specializing in tax preparation and review, industry... ...and experience in Private Client Services, since that will be the focus... ...development, and relationship management. We offer a competitive salary... ...Will be working on complex PCS tax returns.PTO open ended/Flex...SeniorPrivate clientWork at officeFlexible hours3 days per week
$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... ...are seeking a Tax Manager to join our growing Private Client Services... ...corporations, trusts, estates, and gift tax...Private clientFull timePrivate practiceLocal area3 days per week$175k - $225k
Tax Director - Trust & Estate $175000 - $225000 per year | Cranford,... ...held businesses, and private clients. The firm is... ...operate as both a senior technical resource... ...responsibility across staff and managers Hybrid schedule... ...and additional services for existing clients...Private clientPermanent employmentWork at officeLocal area3 days per week$150k - $185k
...Join a high-impact Private Client Tax team where you'll advise... ..., and consulting services to high-net-worth individuals... ...while acting as a trusted business partner.... ...partnership, trust, estate, gift, and related entity... ...with fund CFOs and management companies regarding tax...Private clientLocal areaFlexible hours$132.7k - $303.2k
...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... ...providing dedicated tax technical services...SeniorWork experience placementSummer holidayFlexible hours
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!



