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

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.

EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with the capacity to efficiently oversee multiple client engagements while also demonstrating proficiency in business development, marketing, and recruitment efforts. Furthermore, the ideal candidate will possess strong leadership skills and the aptitude to foster professional growth within our staff. This position offers flexibility in terms of office location, as EisnerAmper follows a hybrid working model and has offices available in the listed locations 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 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
  • Numerous Employee Resource Groups (ERGs) to support our Diversity, Equity, & Inclusion (DE&I) efforts
What Work You Will be 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 tax expertise.
  • 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 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 goals
Basic Qualifications:
  • Bachelor's Degree in Accounting or equivalent field is required
  • 10+ years of progressive tax experience providing tax compliance and consulting services to high-net-worth individuals
  • 8+ years of tax compliance, specialization in complex technical individual and business
  • Recent Public Accounting experience
  • CPA or IRS Enrolled Agent Certification, or JD required
Preferred/Desired Qualifications:
  • Master's Degree in Taxation or relevant field
  • Experience acquiring new clients and growing a book of business
  • Experience using GoSystems or CCH Axcess tax software

We strongly believe in the value of diversity and creating supportive, inclusive environments where our colleagues can succeed. As such, EisnerAmper is 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:

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 nearly 4,000 employees including 400 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.

Preferred Location:

La Jolla

For NYC and California, the expected salary range for this position is between

120000

and

200000

The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law.

#LI-Hybrid

#LI-MA1

Should you need any accommodations to complete this application please email: View email address on click.appcast.io

#J-18808-Ljbffr
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Tax Senior Manager - Private Client Services in San Mateo, CA vacancy
  •  ...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, work papers, etc.); complete...  ...) is a leading professional services advisor to middle-market businesses... 
    Senior

    CBIZ

    San Mateo, CA
    4 days ago
  •  ...Task-Based Helpers for Seniors in San Mateo, CA San Mateo...  ...and caregivers for private, non‑medical senior care...  ...home (e.g., religious services, community events, shopping...  .../ caregivers for clients on Herewith, a free online...  ...your area, as well as manage your clients, hours, and... 
    Senior
    Private client
    Full time
    Temporary work
    Part time
    Flexible hours

    Within

    San Mateo, CA
    3 days ago
  • $185k - $235k

     ...Senior Tax Manager The Senior Tax Manager will serve as a key member of the global tax team and provide technical leadership in all aspects of U.S. international tax compliance, provision, planning, and business support. This role will partner closely with Finance,... 
    Senior
    Fixed term contract
    Worldwide
    Flexible hours

    Freshworks

    San Mateo, CA
    1 day 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
    22 hours 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
    4 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
    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
    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
    22 hours ago
  • $210.85k - $251.13k

     ...experiences for everyone. Roblox is recruiting an experienced Senior Manager, Internal Audit to lead critical safety and financial audit...  ...compliance with global regulations such as the Digital Services Act (DSA) and the Online Safety Act (OSA). You will partner deeply... 
    Senior
    Full time
    Work experience placement
    H1b
    Work at office
    Local area
    Visa sponsorship
    Monday to Friday

    Roblox

    San Mateo, CA
    4 days ago
  • $188k - $226k

     ...Senior Manager, Cost, Operational and Revenue Accounting We are seeking a highly strategic and hands-on Senior Manager, Cost, Operational...  ...Bonus Qualifications Experience with fleet or service-based operational accounting Experience implementing or optimizing... 
    Senior
    Temporary work
    Relocation package

    Zoox

    San Mateo, CA
    10 hours 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
    2 days ago
  •  ...A global professional services firm is seeking a Tax Manager to lead multi-state sales and use tax recovery projects. You will advise clients on regulatory changes, manage complex engagements, and ensure compliance with tax laws. Ideal candidates have a Bachelor's degree... 

    EY

    San Mateo, CA
    3 days ago
  • A national mobile swim lesson company is seeking experienced swim instructors to conduct private lessons at clients' homes and community pools in California. Enjoy flexible scheduling, quick payments, and an opportunity to work with swimmers of all ages. Candidates must... 
    Private client
    Flexible hours

    InstaSwim LLC

    Belmont, CA
    22 hours 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 accounts... 
    Senior
    Hourly pay
    Temporary work
    Work at office

    Workway

    San Mateo, CA
    3 days ago
  • $35 - $38 per hour

     ...staff members. This role is vital in maintaining the financial integrity of our senior living community located in California. Ideal candidates should have experience in accounting and management, as well as proficiency in MS Office. The position offers a competitive... 
    Senior
    Hourly pay
    Work at office

    Ivy Park at Otay Ranch

    Belmont, CA
    1 day ago
  • A regional CPA firm in South San Francisco is seeking a Tax Supervisor to lead tax return preparation and oversee client service. This role provides opportunities for career development and managing complex tax filings. Candidates must have a Bachelor's degree in Accounting... 

    KnowHireMatch

    South San Francisco, CA
    1 day ago
  • $70k - $90k

     ...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun... 
    Work at office

    Vodia Ventures

    Burlingame, CA
    3 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
    28 days ago
  • $105.1k - $192.6k

     ...help to build a better working world. Tax - Indirect Tax - Property Tax - Manager Will you shape the future or will...  ...and deliverables, and participate in client working sessions. Identify opportunities for additional services, contribute to RFPs, manage engagement... 
    Summer holiday
    Local area
    Flexible hours

    EY

    San Mateo, CA
    3 days ago
  •  ...Senior Revenue Accounting Manager Our client, a leading biotech company, is seeking a Senior Revenue Accounting Manager to join their growing finance team. Location South San Francisco, CA. This is a hybrid role, with in-office expectations 3 days per week. Job Description... 
    Senior
    Work at office
    Local area
    3 days per week

    Vaco Recruiter Services

    South San Francisco, CA
    2 days ago
  •  ...ensuring accurate financial reporting and regulatory compliance. The ideal candidate has at least 3 years of experience in accounting management and holds a Bachelor's degree, with a CPA designation preferred. Benefits include medical coverage, a robust 401(k) plan,... 
    Senior

    Provident Credit Union

    Redwood City, CA
    3 days ago
  • $93.6k - $154.5k

     ...commercial practice, helping clients with strategic growth, business...  ...commercial excellence. This senior role within our Consulting...  ...focused on providing client services in the following areas: business...  ...boutique consulting company and managing a team of at least 3 reports... 
    Senior
    Summer holiday
    Flexible hours

    EY

    San Mateo, CA
    2 days ago
  •  ...overseeing the operations and delivery of building-maintenance solutions while leading a team of Facility Services Managers. Key responsibilities include managing client relationships, achieving annual revenue targets, and ensuring service quality. The ideal candidate will... 
    Work at office

    City Wide

    Belmont, CA
    1 day ago
  • The County of San Mateo is seeking a well-qualified IS Client Systems Specialist - Senior to oversee the Client Services Division. Responsibilities include providing lead direction to staff, managing complex technical systems, and ensuring high-quality technical support... 
    Senior

    County of San Mateo

    Redwood City, CA
    1 day ago
  •  ...with Hueman to find a Sr. Account Executive to join the Client Services - Project Management Team.  The CLD Account Executive (AE) is part of the Client...  ...strategic outcomes · Comfortable presenting to senior leadership and facilitating discussions · Self-motivated... 
    Senior
    Full time

    Hueman PE Talent Solutions

    Belmont, CA
    a month ago
  • $16 - $35 per hour

     ...front desk operations and ensure guests receive excellent customer service throughout their stay. The Front Desk Supervisor assists with...  ...busy shifts, handles escalated guest concerns, and helps manage the check-in and check-out process to ensure efficiency and accuracy... 
    Hourly pay
    Full time
    Shift work
    Night shift
    Afternoon shift

    Hilton

    San Mateo, CA
    1 day ago
  • $80k - $120k

     ...Senior Sales Account Executive We offer competitive salary, full...  ..., logistics, and information services to over 50,000 customers...  ...information and services to our clients. As a Senior Sales Account Executive...  ...quotas given by Sales management (based off monthly salary).... 
    Senior
    Full time
    Work at office
    Local area
    Relocation
    Overseas
    Flexible hours

    OEC Group

    Burlingame, CA
    3 days ago
  • $61.44k

     ...Senior Data Analyst Location: San Mateo, California Employment Type: Full Time Employer: Revvo Technologies, Inc. Position: (2) Full-Time Hours per Week: 40 Work Schedule: 9:00 A.M. to 5:00 P.M Rate of Pay: $61,443 Job Description Write scripts and queries... 
    Senior
    Full time

    Revvo

    San Mateo, CA
    22 hours ago
  • Revolution Medicines in Redwood City, CA, is seeking a Payroll Manager to oversee the full-cycle operations of US payroll and ensure compliance. The ideal candidate will have over 10 years of payroll experience, including 3 years in a leadership role, and be proficient... 
    Senior
    Full time

    Dormont Manufacturing Co

    Redwood City, CA
    2 days ago
  •  ...Description Surety Bond Account Manager Location:  San Mateo (in-...  ...strong book of construction clients. What You’ll Do:...  ...Manage all aspects of surety bond servicing for commercial construction accounts...  ...Insurance, Personal Lines/Private Client, and Employee Benefits... 
    Private client
    For contractors
    Work at office
    Local area

    Insurance Search Specialists

    San Mateo, CA
    22 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!