Business Development Director- Private Client Services (Tax)
EisnerAmper
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.The Business Development Executive– Private Client Services (PCS) is a senior, market‑facing executive responsible for originating new high‑net‑worth (HNW) and ultra‑high‑net‑worth (UHNW) client relationships on a national basis across the firm’s Private Client Services offerings. This includes complex tax planning and compliance, trusts & estates, family office services, outsourced accounting, and advisory solutions tailored to high‑net‑worth individuals, families, and their closely held entities.This role operates nationally, with accountability for driving PCS growth across the firm’s most strategically important private wealth markets and advisor channels. The executive will develop deep, strategic relationships with influential wealth management firms, private banks, RIAs, family offices, trust companies, business managers, and law firms, converting those relationships into meaningful, firmwide revenue.The position is intended for a proven senior rainmaker with an extensive private wealth network and the ability to credibly engage with HNW individuals, family offices, and their advisors nationwide.Key Responsibilities:Drive the acquisition of new PCS clients nationallyAchieve a new business target of $1.2 million annually, sourced from qualified new client engagements.Build and expand national relationships private banks and wealth management institutions Independent RIAs and multi‑family officesServe as a senior ambassador for the firm’s PCS practice within the national HNW and advisor ecosystem.Identify PCS needs among principals and owners of existing corporate client relationships (e.g., law firms, financial services firms, family‑owned businesses).Develop structured cross‑referral pathways from corporate engagements into PCS services in partnership with Industry and Service Line leaders.Collaborate with PCS technical leaders, estate planning professionals, and family office specialists to scope, propose, and structure engagements.Lead client meetings, pitch presentations, pricing discussions, and negotiation of engagement terms.Provide market insight, competitive intelligence, and strategic recommendations to PCS and BD leadership.Maintain disciplined pipeline management, forecasting, and CRM documentation.Partner closely with the National Head of Business Development and Head of PCS to ensure national alignment and coordinated go‑to‑market execution.Mentor PCS partners and professionals on market dynamics, COI strategy, and private wealth relationship development best practices.Basic Qualifications:15 + years of senior‑level business development or advisory experienceDeep, active national network across high‑net‑worth advisors, COIs, and professional services ecosystems.Proven track record of originating significant PCS or private wealth advisory engagements, ideally supporting annual pipelines of $3–10M+.Executive presence and credibility with HNW/UHNW families, principals, and advisors.Ability to collaborate effectively with technical subject matter experts and translate complex client needs into actionable solutions.Strong pursuit leadership, communication, and commercial negotiation skills.High level of professionalism, discretion, and ability to manage sensitive client matters.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.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 represent enterprises of every form, ranging from sophisticated financial institutions to startups, global public firms to middle-market companies, governmental entities as well as high-net-worth individuals, family offices, nonprofit organizations and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, investors, and key stakeholders who serve these clients.Should you need any accommodations to complete this application please email: View email address on click.appcast.io#LI-JB1Preferred Location:New YorkSummaryLocation: New York; Iselin; Melville; PhiladelphiaType: Full time
$150k - $210k
...responsible for:Review of international tax compliance forms such as Forms 3520, 3... ...based positionsCollaborate with the Private Client Services and Trust & Estate groups on cross-border... ...spend more time conducting impactful business advisory services for our clients....TaxPrivate clientFull timeFixed term contractLocal area- ...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... ...work, we're able spend more time conducting impactful business advisory services for our clients. About EisnerAmperEisnerAmper...TaxPrivate clientFull timeWork experience placementPrivate practiceLocal areaRemote work
- ...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... ...Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions...TaxPrivate clientFull timeTemporary workWork experience placementPrivate practiceLocal area
- ...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... ...work, we're able spend more time conducting impactful business advisory services for our clients. About...TaxPrivate clientWork experience placementPrivate practiceLocal area
- ...goals. EisnerAmper is seeking a Tax Manager to join the Private Client Services (PCS) practice. We are looking for... ...training, supervising and ongoing development of associates and seniors.Develop... ...knowledge of the client's business, take responsibility for completing...TaxPrivate clientFull timeTemporary workPrivate practiceWork at officeLocal area3 days per week
$100k - $150k
...ranked accounting, tax, and advisory... ...value to our clients.Our mission is... ...provide exceptional service while fostering... ..., professional development, and continuous... ...Tax Manager or Director to join our growing Private Client Services... ...closely held businesses. The ideal...TaxPrivate clientFull timePrivate practiceLocal area3 days per week$150k - $185k
...Join a high-impact Private Client Tax team where you'll advise ultra-high... ...compliance, and consulting services to high-net-worth individuals... ...service, professional development, and long-term career growth... ...while acting as a trusted business partner. Review complex...TaxPrivate clientLocal areaFlexible hours- ...goals. We are seeking a Tax Partner for our Private Client Services (PCS) practice, focused... ...offices, and closely held businesses and their owners. This... ...technology initiatives, and the development and mentorship of high... ...2 years in a Partner or Director-level role at a public...TaxPrivate clientFull timePrivate practiceLocal area
- ...goals.EisnerAmper is seeking a Tax Senior Associate to join the Private Client Services (PCS) practice. We are looking for... ...knowledge of the client's business, take responsibility for completing... ...junior team members.Professional Development: Participate in training programs...TaxPrivate clientFull timeTemporary workPrivate practiceLocal area
- ...procedures of federal and state income tax returns. Qualifications We're... ...a hybrid setting for 24 hours over 3 business days (Monday – Friday; 8:30 am – 5:30... ...and analytical skills About Our Private Client Services (PCS) Team The EisnerAmper Private...TaxPrivate clientTemporary workSummer workInternshipSummer internshipLive inWork at officeLocal areaMonday to Friday2 days per week3 days per week
$76k - $174k
Job Description:Tax Senior - Private Client ServicesMazars USA is hiring - If you... ...consulting and compliance services tailored exclusively to... ...individuals, closely held business owners, and their families... ...training and professional development opportunities to support you...TaxPrivate clientFull timeSummer workH1bWork at officeLocal areaFlexible hours- ...Job Description Job Description CPA firm a Tax Manager or Director to join our growing Private Client Services practice. This role will focus on providing tax... ...-worth individuals, families, and closely held businesses. The ideal candidate will be a strategic...TaxPrivate clientPrivate practice
$95k - $160k
...Plus!Job Description:Withum’s Tax Services Group is made up of a... ...anywhere. Their services include Business, Individual, State & Local... ...well as International and Private Client services. This Founders &... ...staff, fostering technical development, accountability, and a collaborative...TaxPrivate clientFull timeLocal area$110k - $170k
...Plus!Job Description:Withum’s Tax Services Group is made up of a... ...anywhere. Their services include Business, Individual, State & Local... ...well as International and Private Client services. As a Theater &... ...accordingly Serving in professional development programs as an instructor...TaxPrivate clientFull timeWork at officeLocal area- ...performing, results-driven Business Development Director to accelerate the growth of... ...advancing, and closing new client engagements. This is a revenue... ...sell complex professional services. They will identify new... ...operational, regulatory, technology, tax, and strategic priorities...TaxFull timeContract workLocal areaRemote work
- ...detail review international tax compliance forms (e.g. Forms... ...Advise inbound and outbound U.S. clients of tax planning... ...Election purposes. Assist the Private Client Services/Individuals Tax Group with tax... ...more time conducting impactful business advisory services for our clients...TaxPrivate clientFull timeFixed term contractLocal area
- Job DescriptionThe Business Development Executive - Manufacturing... ...focused on creating new client opportunities,... ..., COOs, CIOs, owners, private equity sponsors, and other... ...priorities.Lead complex, multi-service pursuits from initial... ...largest accounting, tax, and business advisory...TaxFull time
$126.1k - $253k
...provider of professional services to the middle market... ...change, empowering our clients and people to realize their... ...estate and income tax planning and compliance... ...well as across line of business to build client relationships... ...with an emphasis on private client taxation...TaxPrivate clientFull timeWork experience placementInternshipLocal area- ...Officer to join our Outsourced Services practice working closely... ..., focused on real estate private equity fund clients. This is a senior, client-facing... ....Lead annual audit and tax processes, coordinating with... ..., we become part of their business, and we don’t take that lightly...TaxPrivate clientFull time
- Perigon Wealth Management, a fast-growing advisor-led RIA in the U.S., seeks a Private Client Associate to support Wealth Managers with day-to-day operations and high-level client service. You will interact with Private Wealth Advisors, learn firm policies and custodial...Private clientWork at office
- ...Business Development Executive EisnerAmper is seeking a dynamic and... ...growth initiatives within the Private Equity (PE) sector. This... ...suite of accounting, tax, and consulting services. The ideal candidate will... ...consultative approach to client engagement, aligning firm...TaxLocal area
$15.92 per hour
...leading provider of professional services to the middle market globally,... ...of change, empowering our clients and people to realize their full... ...focuses on a wide range of tax specialty areas including accounting... ...pass-through entity taxation, private client services, and not for...TaxPrivate clientHourly payFull timeWork experience placementInternshipLocal areaShift workDay shift$82.4k - $155.7k
...provider of professional services to the middle market... ...change, empowering our clients and people to realize their... ...within RSM’s Corporate Tax services will provide... ...to help our public and private multinational corporate... ...tax has on their business. You’ll advise clients...TaxPrivate clientFull timeWork experience placementInternshipLocal area- ...Senior Accountants & Accounting Managers Business Advisory & Outsourced Accounting Firm |... ...advisory, outsourced accounting, and tax services, the company is adding talented professionals... ...excellent opportunity to join a modern, client-focused firm that provides outsourced...Tax
- ...Forensic, Litigation & Valuation Services (FLVS) practice. In this... ...you will lead a range of client services related to business valuation, forensic... ...communication and practice development Conducting detailed reviews... ...of the largest accounting, tax, and business advisory firms...TaxFull timeWork at officeLocal area3 days per week
$88k - $120k
...leading Investor Services group offering end... ...the world's top-15 private equity firms.... ...trusted partners to our clients, we deliver... ...with auditors and tax teams. You'll respond... ...ongoing success as a business depends on our... ...Our learning and development programmes and systems...TaxPrivate clientWork at officeLocal areaWorldwide$150k - $180k
...direction of the Business Development Market Leader or... ...Development Managing Director, and in... ...markets and target clients in alignment with... ...collaborates with client service professionals to... ...banking or private equity firms, personnel... ...assurance, tax and advisory services...TaxWork at officeLocal area$80k - $100k
...financial reporting services to ultra-high-net-... ...: Record each client’s personal and investment... ...reporting and tax) and clients’... ...participate in the relevant business unit’s incentive... ...focused on private wealth management... ...contribution Personalized development and career...TaxTemporary workWork at officeRemote work- ...meaningful impact and helping businesses grow by simplifying HR... ...include personalized services in HR, employee... ...retirement plans, payroll and taxes, employer risk,... ...builder and client advocate. You thrive in... ...Extensive professional development and career advancement...TaxWork at office
$21 - $22 per hour
Job Title: Business Operations and Billing Specialist... ...efficiently. Customer service orientation with a... ...additional opportunities for development and advancement.... ...Retirement Plan - Pre-tax and Roth post-tax contributions... ...to thousands of clients across the globe....TaxContract workTemporary workWork at officeMonday to Friday
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