Tax Senior Manager - Private Client Services (PCS)
EisnerAmper LLP
At 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.
EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual to provide tax compliance, consulting service and analyses of financial, gift, estate, and income tax issues for high net-worth individuals and their related businesses. An ideal candidate will be experienced preparing and reviewing tax returns, researching tax technical topics and working on tax planning goals. Based in Westwood, MA, this client-facing position is responsible for delegating workflow and collaborating with team members.
What it Means to Work for EisnerAmper:
- You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry
- You will have the flexibility to manage your days in support of our commitment to work/life balance
- You will join a culture that has received multiple top "Places to Work" awards
- We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions
- We understand that embracing our differences is what unites us as a team and strengthens our foundation
- Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work
What Work You Will be Responsible For:
- 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 see work products to their completion
- Regularly interact with clients and timely respond to their requests/questions
- Correspond and communicate with federal and state taxing authorities regarding nonresident tax withholding, client penalty notices, and other items
- Address ad-hoc needs of clients, including analyses of potential tax implications of transactions, life events, etc.
Basic Qualifications:
- Certified Public Accountant (CPA)
- Bachelor's degree in taxation and/or accounting
- 12+ years of experience
- Prior individual and trust tax preparation experience with high net-worth clients and family offices, including the preparation of multi-state tax returns
- Ability to pursue self-development and collaborate within a team dynamic
- Ability to work well in a fast-paced environment and multi-task
- Thorough knowledge of CCH ProSystem FX and/or CCH Axcess, Excel, and Word
- Professional communication skills, including the ability to communicate clearly and concisely (oral and written)
Preferred/Desired Qualifications:
- Master's Degree in Taxation or relevant field
EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status orany protected characteristics under federal, state, or local law.
About our Private Client Services (PCS) Team:
The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals. Operating within a culture where we hold each other accountable to our standards of teamwork, creativity, and a genuine care for each other, we not only solve our clients' problems, but offer proactive solutions for the future.
As one of the largest and fastest-growing service lines at our firm, we try to make a big group feel smaller. We're known for presenting options and pathways for our employees to grow as professionals. Here, you can not only discover what you're passionate about, but pursue it.
Working with businesses of all sizes and across every industry, our typical client is atypical. Because of this, it's important that we can think like entrepreneurs ourselves to gain a true awareness of our clients and their businesses, along with their unique operational and personal dynamics.
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 are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients.
Should you need any accommodations to complete this application please email:View email address on click.appcast.io.
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California Residents: Please see our CCPA-CPRA Notice to Applicantshere.
Our full-time positions also offer a competitive benefits package that includes:
Medical, dental, vision, life, and disability insurance
401(k) Retirement Plan
Flexible Spending & Health Savings Account
Paid holidays, vacation, and sick time
Employee assistance program and other firm benefits.
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