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- ...is a leading professional services advisor to middle-market businesses nationwide. With industry... ...expertise in accounting, tax, advisory, benefits,... ...actionable insights to help clients anticipate what is next and... ...to meet business development revenue expectations by adding...TaxPrivate clientTemporary work
- ...leading professional services advisor to middle-market businesses nationwide. With... ...expertise in accounting, tax, advisory, benefits... ...insights to help clients anticipate what is... ...business needsThe Private Client Services (... ...contributing to business development efforts.Regarded as...TaxPrivate clientWork at office
- ...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
- Job Summary:The Tax Senior Manager, Private Client Services assists in providing tax compliance and consulting services... ...as taxation of entities owned by business owners (partnership and corporate... ...in and initiates business development and networking activities Manages...TaxPrivate clientWork at office
$100k - $150k
...ranked accounting, tax, and advisory... ...value to our clients.Our mission is... ...provide exceptional service while fostering... ..., professional development, and continuous... ...our growing Private Client Services... ...closely held businesses. The ideal candidate... ...through the Director of Talent...TaxPrivate clientFull timePrivate practiceLocal area3 days per week- 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
- EisnerAmper LLP is seeking a Tax Manager for their Private Client Services team in New York. This dynamic role allows for overseeing multiple client engagements... ...help maintain the firm's commitment to professional development. The ideal candidate should hold a Bachelor’s Degree...TaxPrivate clientRemote job
$115k - $197.1k
...Boundless Horizons of Tax, Valuation, and Business Expertise with... ...among professional services organizations. You'll... ...with extraordinary clients spanning every industry... ...Our focus is on your development helping you flourish... ...RoleManagers in our Private Client Services (PCS...TaxPrivate clientFull timeWork experience placementInternshipPrivate practiceH1bLocal areaWork visa- CohnReznick, a leading professional services firm, invites a Tax Manager to join its New York Metro Private Client Services team. You will manage tax engagements, advise on tax planning, and supervise staff while coordinating with clients and internal teams. The role emphasizes...TaxPrivate clientWork at office
$145k - $175k
...firm is looking for an experienced Tax Manager to join its Private Client Services team. This is an exciting... ...worth individuals, family offices, business owners, trusts, estates, and privately... ...while supporting the growth and development of junior team members. Key Responsibilities...TaxPrivate client$95.5k - $195.4k
...history, delivering excellent service through innovation has been a... ...of our DNA across our audit, tax, and consulting groups. That’... .... Job Description: As a Private Client Service Tax Manager involved... ...work arrangement, subject to business needs. We expect the candidate...TaxPrivate clientWork at officeLocal areaRemote workWorldwide- ...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... ...engagements while also demonstrating proficiency in business development, marketing, and recruitment efforts. Furthermore...TaxPrivate clientTemporary workPrivate practiceWork at officeLocal areaRemote work
$200k
Our client is a public accounting firm. They seek a Director- Private Client Group to join their Manhattan, NY office.ResponsibilitiesAct as a primary advisor to high-net-worth clients, delivering thoughtful tax planning and compliance solutions across individual, trust...TaxPrivate clientWork at officeRemote work$112k - $150k
Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach... ...as other people with complicated tax and financial structures. The... ...management, leadership, technical, business development, and people skills to provide tax compliance...TaxPrivate clientPrivate practiceWork at office- ...the autonomy to reach your goals. Tax Manager - Private Client Services (PCS) EisnerAmper is seeking a Tax... ...working knowledge of the client’s business and meet client deadlines.... ...reports accountable for achieving developmental goals. Participate in training programs...TaxPrivate clientRemote jobTemporary workPrivate practiceLocal areaWorldwide
$130k - $175k
...approach to solving our clients' problems and... ...growing Our Private Client Services (PCS) practice. PCS... ...we're seeking a Director to join our team.... ...and documenting business transactions Manage... ...of annual tax package and supporting... ...supports business development efforts. Sees opportunities...TaxPrivate clientPart timePrivate practiceWork at officeFlexible hours$140k - $180k
Our client is a public accounting firm. They seek a Tax Manager, Private Client Group, to join their Manhattan, NY office.ResponsibilitiesCultivate and maintain strong... ...personalized tax planning and advisory services tailored to individual client needsExplain complex...TaxPrivate clientWork at officeLocal areaRemote work- ...collaborating with a prestigious boutique firm to fill an unposted private client services associate position in New York City. The ideal candidate... ...advises high-net-worth individuals on trust, estate, and tax matters. The firm offers a hybrid office policy and competitive...TaxPrivate clientWork at office
- ...AnnuallyIndustry Fund Administration;Private Equity;Venture Capital... ...activities and client deliverables.... ...deliver exceptional client service and operational excellence... ...growth and development.Identify opportunities... ...Coordinate with auditors, tax providers, and other external...TaxPrivate client
- ...Private Client Services – Director / Partner Start Date: Post–Tax Season 2026 (Flexible) A top-ranking CPA firm is seeking... ...path for leadership impact and business growth within a collaborative... ...~ Proven business development experience or desire to grow...TaxPrivate clientPrivate practiceFlexible hours
- WithumSmith+Brown PC is seeking a Private Client Services Tax Supervisor based in the Columbia, MD or Tysons Corner, VA offices. You will lead all aspects of tax engagements, supervise staff, and build client relationships. The role focuses on complex tax returns for high...TaxPrivate client
- ...City-based multi-family office is seeking a Senior Tax Manager with deep high-net-worth and private client tax experience. The role focuses on reviewing... ...handling complex private client tax matters. No business development responsibilities. Hybrid NYC role with strong work...TaxPrivate clientWork 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
$310k - $420k
...Private Client Services Associate Hughes Hubbard is looking for an associate with 4+ years of experience to join our Private Client Services practice. Candidates must have experience primarily in tax law, wealth management, and trusts and estates. Counsel high-net...TaxPrivate clientPrivate practice$225k - $365k
Private Client Services Associate | New York A leading Am Law firm is seeking a junior to mid-level associate (Class year 2nd- 5th) to join its... ...philanthropic organisations on sophisticated trusts & estates, tax, succession planning, and wealth preservation matters. Key...TaxPrivate clientPrivate practiceWork at office- ...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
$140k - $180k
...Job Description Job Description Title: Tax Manager, Private Client Group Department: Private Client Group Supervises... ...full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed...TaxPrivate clientFull timeLocal area$132.1k - $301.6k
...00 - $301,600Job Function: Business Tax Services (BTS)Employer: EY Global ServicesApply... ...by side with a range of clients from our most venerable... ...join our dynamic FSO team!Private Tax is a growing practice... ...business growth, solution development and teaming, etc.). Regular...TaxPrivate clientWork experience placementSummer holidayLocal areaImmediate startFlexible hours
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