Tax Partner- Private Client Services (PCS)
EisnerAmper LLP
## ## **Job Description**At 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 Tax Partners for our Private Client Services (PCS) team in our tri-state locations. In this role you will be involved both in new business opportunities as well as servicing existing long standing clients in a compliance/consulting role. You will also be involved in thought leadership opportunities, technology initiatives, as well as developing and mentoring staff.## ## 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 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 “Places to Work” awards + We 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:* Perform partner level compliance review and tax return signoff* Handle client consultations on planning opportunities and changes in tax law* Working on proposals and assisting in developing new business* Meeting prospective clients and developing relationships with new and existing clients* Expanding services to existing clients* Supervising engagements and special projects undertaken by the firm* Overseeing all aspects of the client engagement* Supervising, training and evaluating advanced level staff* Coaching, mentoring and assisting staff so they can develop and assist in the growth of the tax function* Maintaining exceptional technical knowledge of new tax issues and general business trends that affect the client## Basic Qualifications:* Bachelor’s degree in accounting, law or equivalent field* CPA or JD required* 12+ years of progressive tax experience providing tax compliance and consulting services to high-net-worth individuals and closely-held businesses.* 5+ years of supervisory experience, mentoring and counseling associates* Experience acquiring new clients and growing a book of businessEisnerAmper 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 nearly 4,500 employees including 450 partners 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## Preferred Location:New York #J-18808-Ljbffr
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- ...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
$85k - $100k
...management products and services. But we don't stop... ...or helping a national client navigate complex risk,... ...Position Overview HUB Private Client is seeking an experienced... ...with carrier partners to secure optimal coverage... ..., Berkley One, and AIG/PCS Qualifications Detail...Private clientWork experience placementLocal area- ...), the largest real estate private equity fund administrator by... ...environment and providing clients with exceptional services. What it Means to Work... ...accruals, etc. ~ Prepare Partner Capital reports including... ...general accounting and tax planning to outsourced...TaxPrivate clientLocal area
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$120k - $350k
...Open roles: Senior Manager, Senior Tax Director and Partner Benefits Pulled from the full... ...strategic tax planning and consulting services to clients - Manage and oversee tax compliance... ...in tax planning strategies for private equity and corporate clients - Proven...TaxPrivate clientFull timeRelocationMonday to FridayShift workWeekend workDay shift$95k - $130k
Our client is a well-established boutique insurance agency operating... ...for delivering white-glove service to affluent individuals and families... ..., they are seeking a seasoned Private Client Account Executive to... ...One, Chubb, Cincinnati, AIG/PCS, PURE, and Vault Familiarity with...Private clientWork at office$80k - $110k
...Personal Lines Private Client Account Executive A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals... ..., reinsurance, payroll, benefits, cybersecurity, mortgage services – and more. In the last twelve years, Acrisure has grown...Private clientWork at officeImmediate startFlexible hours$73.5k - $212.28k
...to 20% At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and... ...their tax positions. In private tax at PwC, you will focus on providing... ...execution, and completion. Partner with team leadership to ensure...TaxFull timeH1bWork at officeRemote work$28.85 - $39.9 per hour
JPMorgan Chase Bank, N.A. seeks a Private Client Investment Associate in Huntington, NY, who will provide client service and operational support within Wealth Management. The role includes facilitating account operations and maintaining relationships with clients. Applicants...Private clientHourly pay$107.16k - $226.32k
...dynamic team at one of the worlds top tax firms. Enjoy a collaborative,... ...team helping high-profile clients understand, analyze, and respond... ...Senior Manager, Global Executive & Private Clients – Japanese to join our Business Tax Services practice. Responsibilities:...TaxPrivate clientFull timePrivate practiceLocal area- DGA Careers USA Inc is seeking a Private Client Account Executive to join their expanding team in Brentwood, New York. The role focuses on... ...clientele relationships while delivering exceptional client service in a fast-paced environment. Prospective candidates should possess...Private client
- ...closely held businesses, individuals, estates, trusts, and non-profit organizations. Committed to providing exceptional client service. Seeking experienced Tax Manager to join firm. Strong technical knowledge, managing client relationships and the ability to supervise and...Tax
$150k - $155k
...About the Opportunity We’re partnering with a highly regarded, boutique... ...that delivers a true white‑glove client experience for high‑net‑worth... ...for advanced trust/tax/estate planning (you don’t need... ...closely with advisors and client service team to ensure seamless execution...TaxLocal areaImmediate startMonday to Friday$75k - $90k
Janney Montgomery Scott LLC is seeking a Registered Private Client Associate in Hauppauge, NY. This role involves assisting in the administration and marketing of client relationships, supporting Financial Advisors in growing their business through productivity-based campaigns...Private client$85k - $115k
...We're a leading Investor Services group offering end-to-end services... ...13 of the world's top-15 private equity firms. Our services... .... Operating as trusted partners to our clients, we deliver intelligent... ...IRR. You'll manage audits, tax requests, and financial statement...TaxPrivate clientLocal areaWorldwide- ...Financial Center Manager in maintaining operations and serving Private Client Groups. Key responsibilities include supporting tellers,... ...School diploma and at least 2 years of experience in financial services. The role demands good communication skills, problem-solving...Private client
$70k - $90k
...a people-first approach. To learn more, please visit: P&C Private Client Group (PCG/affluent lines) is a division of NFP Property & Casualty... ...years of industry and product line experience which includes servicing. Personal Lines/PCG coverage experience required...Private clientWork at officeRemote work$120k
Eerstelijnszorg Zoetermeer seeks a Personal Lines Insurance Private Client Advisor in Hauppauge to manage a high-net-worth book of business. Responsibilities include preparing submissions and conducting client reviews while collaborating with team members. The ideal candidate...Private client- Confidential is hiring a Private Client Account Executive in Hauppauge, NY, to manage a portfolio of affluent clients. This role focuses... ...personal insurance solutions and involves teamwork with industry partners. The ideal candidate has over 5 years of experience in high-...Private client
$78.32k - $109.28k
...The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding... ...degree or equivalent experience Job Family Group: Private Client Coverage Job Family: Client Services Time...Private clientFull time$150k - $170k
...closely with established clients, leading planning... ...specialists on estate, trust, and tax planning needs Manage... ...client opportunities Partner closely with the advisory and client service teams to deliver a white... ...Advisor, Financial Advisor, Private Wealth Advisor, or...TaxLocal area$50k - $60k
...Registered Client Service Associate Oppenheimer & Co. Inc.'s Private Client Division is currently seeking a Registered Client Service Associate for their Jericho, NY branch office. The RCSA's primary responsibility is to support Financial Advisors in sales, marketing...Private clientLocal area$19.65 per hour
...Aides (CHHAs) to join our growing team. We currently have multiple private-pay cases available throughout New York and are looking for... ...are ready to make a meaningful difference in the lives of our clients. If you are dependable, compassionate, and committed to providing...Private clientHourly payWeekly payWork at officeImmediate startFlexible hours$17 - $24.23 per hour
...Melville, NY 11747 Job Summary Teller provides excellent service to clients by assisting them with processing routine financial... ...as required Compliance, HR, etc. Provide support for the Private Client Groups as needed. May be asked to assist in alternate...Private clientLocal areaNight shift$120k
...Senior Associate Attorney/Junior Partner, Latham, NY Salary Range $120,000 - $175,000 Guercio... ...conducting legal research and drafting client memoranda. Candidate must possess... ...independently, a commitment to exceptional client service, and a desire to help expand the practice...Full timeWork at office- ...Tax Manager Client: Prager Metis Location: Woodbury, New York 11797 United States Duration... ..., professionalism, and our client service. We believe this leads to the achievement... ...flexible, transparent, and diverse. Partners & Managers are engaged in mentoring,...TaxPermanent employmentFull timeSummer workRemote workWork from home
$85k
Responsibilities Provide processing support to the Private Client Advisor team for all lines of personal insurance; ensure that policy transactions are processed and accurate - including policy changes, binders, ID cards, evidence of insurance, misc. applications & supplemental...Private clientWork at office$22 - $25 per hour
..., billing rates, etc. Maintain client relations and interact with clients... ...99 forms. Pay and record sales tax and maintain taxable sales and tax... ...Security Corp. provides security services to the United States Government and private-sector clients including Fortune 5...TaxPrivate clientHourly payWeekly payFull timeContract workFlexible hoursShift work- ...Chase, we have an enthusiasm for helping our clients, taking care of our employees, building... ..., and delivering extraordinary customer service while maintaining a strong commitment to... ...solutions to meet their financial needs. As a Private Client Investment Associate in J.P....Private client
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