Business Development Director- Private Client Services (Tax)
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.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 and working with a... ...-based positions Collaborate 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- ...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... ...Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they...TaxPrivate clientFull timeTemporary workWork experience placementPrivate practiceLocal area
- Job Summary:Private Client Services at BDO is a boutique practice within our firm. Offering a high... ...as other people with complicated tax and financial structures. The Private... ...management, leadership, technical, business development, and people skills to provide tax compliance...TaxPrivate clientPrivate practiceWork at office
- ...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
- Private Client Services Associate / CounselJoin a nationally recognized law firm... ...emphasis on professional development and innovation, the firm offers... ...on estate planning, tax planning, and trust matters... ...offices, and closely held businesses, coordinating with tax advisors...TaxPrivate client
$285k - $395k
...Private Client Services Associate or Counsel AttorneyLocation: Philadelphia, PAHYBRID work environment... ...ability to waive in.LL.M. and strong tax background required.5+ years of... ...environment that values professional development, collaboration, and client service excellence...TaxPrivate clientPrivate practiceWork at office$255k - $300k
...We have an opening for its client's growing Philadelphia office... ...for an associate to join its Private Client Services Practice Group. Ideal... ...firm experience in estate and tax planning for high net worth... ...experience, skill-set, current business needs and market factors....TaxPrivate clientPrivate practiceWork at office- ...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
- Job Summary:Private Client Services at BDO is a boutique practice within our firm. Offering a high... ...as other people with complicated tax and financial structures. The Private... ...management, leadership, technical, business development, and people skills to provide tax compliance...TaxPrivate clientPrivate practiceWork at office
- ...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 Tax... ...accordingly Serving in professional development programs as an instructor...TaxPrivate clientFull timeWork at officeLocal area
- ...of the worlds top tax firms. Enjoy a collaborative... ...high-profile clients understand,... ...respond to complex business opportunities and... ...our Business Tax Services practice. Responsibilities... ...in growing KPMG's private client tax... ...of business development with the ability to...TaxPrivate clientFull timePrivate practiceWork at officeLocal area
$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- ...commitment to our clients have made us a trusted partner for private wealth, endowment... ...career growth and development in all areas of the... ...Management and Client Service. Proactively and... ...normal course of business, undertake... ...wealth advisory, tax, or other departments...TaxPrivate clientWork at office3 days per week
$95.4k - $192k
...professional services to the middle... ...empowering our clients and people to... ...operating in private company environments... ...including tax and professional... .../professional development and... ...value to client businesses as a trusted adviserSolid... ..., controller, director of finance CFO...TaxPrivate clientFull timeWork experience placementInternshipLocal area- ...Senior Tax ManagerJoin Aprio's Private Client Services Tax team and help clients maximize their opportunities. Aprio Advisory Group, LLC is a progressive... ...in the local market, with a strong emphasis on business development. The ideal candidate will have deep expertise in...TaxPrivate clientFull timeLocal areaRemote workFlexible hours
$82k - $133.5k
...Senior Tax Associate Join Aprio's Tax Team and help clients maximize their opportunities. Aprio Advisory... ..., and compliance services benefiting clients in diverse... ...while considering business goals, industry trends,... ...foster their growth and development. Build and maintain...TaxPrivate clientFull timeWork experience placementLocal areaRemote workFlexible hours- ...About the job Tax Director About the Role:... ...Director to join our Private Client advisory practice, serving... ...estates, and closely held businesses. This leadership role... ..., client advisory services, engagement management, and team development while partnering with...TaxPrivate clientPrivate practiceWork at officeLocal area
$105.38k - $215.38k
...you a delivery-focused tax leader who thrives on... ...ability to interact with clients on their personal tax... ...in Global Employer Services (GES) Delivery may be... ...Accounting, Finance, Business Administration or other... .... Professional development From entry-level employees...TaxWork at officeLocal area- ...operationally minded Director of Client Delivery to lead the... ...function across website development, digital marketing,... ...agreements, and recurring service models into... ...throughout every engagement.Business PerformanceMonitor... ...largest accounting, tax, and business advisory...TaxFull timeContract workLocal area
- Position OverviewBernstein Private Wealth Management is a... ...ultra-high-net-worth clients. As an industry leader... ...Associates are client service professionals who... ...Advisors to build their business and provide service... ...supportOur Comprehensive Development ProgramAssociates will...Private clientFull timeFlexible hours
- ...Managing Director, Private Equity Client Coverage About the Company Prominent strategic advisory consultancy Industry Management... ...The successful candidate will be a key member of the Business Development team, with a primary focus on client management, the development...Private client
- ...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
$120k - $250k
...year A bit about us Our client is a mid-sized... ...comprehensive legal services to businesses and individuals across... ...industries, including the private, public, and... ...deeply in complex wealth, tax, and family structuring... ...discussions Support the development of junior attorneys...TaxPrivate clientWork at officeLocal area$170k - $250k
...Executive Director, HR Business Partnership & Client ServicesThe University of Pennsylvania... ...Business Partnership & Client Services to help shape the next... ...through coaching, professional development, and shared leading... ...dependent care expenses with pre-tax dollars.Tuition : Take...TaxLocal areaFlexible hours- ...Water Market Sector (“MS”) Business Development Director (BDD) will lead the development... ..., operational leadership, client managers and Business Class... ...intended to grow services across the market sector.... ...for local municipalities, private entities, distinct water utilities...Private clientContract workWork at officeLocal area
- ...Summary:The Partnership Manager, Tax is responsible for providing tax and consulting services to our Pass-Through clients.Job Duties:Performs tax... ...research for Pass-Through business, manages client engagements... ...experience working in the private client area, i.e. working on...TaxPrivate clientWork at office
- ...responsibility is to manage daily client service needs for a designated book of business, which may be overseen by a... ...service, placement, and business development. This role involves extensive use... ...Risk Strategies is the 9th largest privately held US brokerage firm offering...Private clientContract workWork at office1 day per week
$99k - $232k
...specialise in providing consulting services on optimising operational... ...effectiveness. These individuals analyse client needs, develop operational... ...productivity, and drive business performance.As an operations... ...standards (e.g. refer to specific PwC tax and audit guidance), the Firm'...TaxFull timeH1b- ...Private Client Advisor The Personal Lines Private Client Advisor serves as a trusted insurance... ...reviews, and exceptional client service. The advisor partners closely with carriers... ...prospect presentations to close new business. Acts as subject matter expert to...Private client
$141k - $290k
...Senior Manager Tax Weaver is a full-service national accounting, advisory... .... While our business is based in numbers,... ...goal is to balance high development with high performance... ...We serve a variety of clients in multiple industries from private equity-backed clients...TaxPrivate clientImmediate startFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Business Development Director- Private Client Services (Tax). Be the first to apply!
- senior manager business development Philadelphia, PA
- national business development manager Philadelphia, PA
- business development manager Philadelphia, PA
- national director of business development Philadelphia, PA
- regional business development manager Philadelphia, PA
- global business development manager Philadelphia, PA
- director of new business development Philadelphia, PA
- strategy business development manager Philadelphia, PA
- business development manager - oil & gas Philadelphia, PA
- real estate business development manager Philadelphia, PA


