Tax Manager - Private Client Services (PCS)

Job Overview

Senior Tax Manager – Private Client Services (PCS), Westwood, MA. A client‑facing role that manages and delegates workflow, collaborates with team members, and delivers tax compliance, consulting services, and analysis for high‑net‑worth individuals and related businesses.

Responsibilities

• Review and prepare federal and multi‑state individual and trust tax returns for high‑net‑worth individuals and families.
• Research and critically analyze tax technical issues.
• Advise and provide guidance on tax planning and compliance matters.
• Delegate workflow to staff and ensure completion of work products.
• Interact regularly with clients and promptly respond to their requests or questions.
• Correspond with federal and state taxing authorities regarding nonresident withholding, penalty notices, and related issues.
• Address ad‑hoc client needs, including analyses of potential tax implications of transactions and life events.

Basic Qualifications

• Certified Public Accountant (CPA).
• Bachelor’s degree in taxation and/or accounting.
• 8+ years of experience preferred, with prior individual and trust tax preparation for high‑net‑worth clients.
• Experience preparing multi‑state tax returns.
• Proficient with CCH ProSystem FX and/or CCH Axcess, Excel, and Word.
• Excellent oral and written communication skills.
• Ability to pursue self‑development and collaborate within a team dynamic.
• Strong multitasking ability in a fast‑paced environment.

Preferred/Desired Qualifications

• Master’s Degree in Taxation or related field.

Benefits

• Part of one of the largest and fastest‑growing accounting and advisory firms.
• Flexibility to manage workdays supporting a work/life balance.
• Culture recognized with multiple "Places to Work" awards.
• Opportunity to collaborate with diverse clients, from family‑owned businesses to high‑net‑worth individuals.

EEO Statement

EisnerAmper 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.