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 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- ...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 (... ...Participate in business development activities,...TaxPrivate clientTemporary workWork 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
- ...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
$145k - $175k
...Tax Manager – Private Client Services Location: New York (Hybrid) Advance Your Career with a Growing Public... ...worth individuals, family offices, business owners, trusts, estates, and... ...strategies while supporting the growth and development of junior team members. Key...TaxPrivate client- ...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
- 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
- ...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- 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
$100k - $130k
...is a firm built by clients, for clients. As an... ...multi-family office and private investment firm, we... ...an Associate Director, Private Wealth Client Services with 5+ years of experience... ...(FO) Manage tax document facilitation... ...Bachelor’s degree in Business, Finance, or a related...TaxPrivate clientFull timeTemporary workWork at officeLocal area- ...you an experienced tax professional with... ...delivering exceptional service to high-net-worth... ...and family office clients? As a Senior... ...and closely held businesses with complex tax,... ...partnerships, LLCs, private investments, and family... ...& Practice Development Lead, mentor, and...TaxPrivate clientFull timeContract workWork at office
$125k - $191k
...Weaver is a full-service national accounting, advisory and... ...their ambitions. While our business is based in numbers, our success... ...goal is to balance high development with high performance in... ...Weaver is looking for a Private Client Services Tax Manager to join our growing...TaxPrivate clientFlexible hours$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$175k - $250k
...firm built by clients, for clients. As... ...family office and private investment firm... ...Managing Director, Private Wealth Client Services with experience... ...Partnership & Business Support Cultivate... ..., talent development, capacity planning... ...insurance, and pre-tax parking and...TaxPrivate clientFull timeTemporary workWork at officeLocal 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
$70k - $100k
...expert advice to customers, and helping to drive the growth of our business. Responsibilities: 1. Develop and maintain strong... ...customers make informed decisions. 5. Provide excellent customer service, resolving any issues in a timely and professional manner. 6....TaxPrivate clientLocal area$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$98.5k - $164k
....C. / New York, NYTax - Tax /Full Time /HybridWork with... ..., Aprio ensures clients are prepared for wherever life or business may take them. Discover... ...with Aprio.Join Aprio's Private Client Tax team and you... ...planning.Providing consulting services to clients on various tax...TaxPrivate clientFull timeWork at officeLocal areaRemote workFlexible hours$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- ...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
$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$190k - $250k
...Families and Closely Held Businesses on Complex Tax Strategy Salary: $190,00... ...and growing Private Client Services practice. The team advises... ...seeking an experienced Tax Director who can operate well beyond... ...practice growth and business development. Responsibilities Lead...TaxPrivate clientPrivate practiceWork at officeLocal area3 days per week$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$100k - $225k
...Now Hiring: Tax Professionals | Remote, Hybrid... ...$225K One of my top clients — a well-established,... ...blend of both): Private Client Services (PCS) — Work directly... ...driven advisory work. Business Tax Group — Handle... ...invested in your development Not the right fit...TaxPrivate clientImmediate startRemote workFlexible hours- ...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 a...TaxPrivate clientFull timePrivate practiceFlexible hours
- ...just closed a $25M Series A changing how wealth management, tax, and estate planning teams work. Hiring our second BDR —... ...The Company Building AI-native infrastructure for the private client services market, helping wealth managers, private banks, trust companies...TaxPrivate clientFull time
- ...firm is looking to add a Private Client Tax Partner to its New York Metro... ...Senior Managers and Tax Directors who are ready to make the step... ...and privately held business owners and is ready for greater... ...Strong HNW / Private Client Services tax experience Experience...TaxPrivate clientFull timeFor contractorsPrivate practice
- ...Tax Senior – Private Client Services Location: New York, NY (Hybrid) A top-ranking CPA firm is seeking an experienced Tax Senior or higher to join its Private Client Services group. In this role, you’ll provide strategic tax planning, compliance, and advisory...TaxPrivate clientLocal area
- ...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
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