Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Tax Senior Manager - Private Client Services (PCS)

EisnerAmper LLP

Job Description

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.

#LI-Hybrid

#LI-MG1

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.

Preferred Location: Westwood
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Tax Senior Manager - Private Client Services (PCS) in Westwood, MA vacancy
  •  ...EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. The successful candidate will provide tax compliance, consulting service and analyses of financial, gift, estate, and income tax issues for high net‑worth individuals and their... 
    Senior
    Private client
    Private practice
    Local area
    Flexible hours

    EisnerAmper

    Westwood, MA
    3 days ago
  •  ...Tax Manager At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an...  ...goals. EisnerAmper is seeking Tax Manager to join our Private Client Services (PCS) team in Boston or San Francisco. We are seeking someone... 
    Private client
    Temporary work
    Local area

    EisnerAmper

    Westwood, MA
    1 day ago
  •  ...Job Title: Tax Manager – Private Client Services (PCS) Locations: Boston, Massachusetts (or SanFrancisco, California) Responsibilities Lead, plan, and supervise multiple engagements which include consulting, compliance, and tax planning services. Assist with and manage... 
    Private client
    Local area

    EisnerAmper

    Boston, MA
    3 days ago
  • $120k - $145k

     ...Tax Manager KLR is one of the largest full-service CPA and business advisory firms in New England...  ...business advisory services to private and publicly-held...  ...Manager to join our Private Client Services Team on a...  ...flexible hybrid basis. The PCS Tax Manager is... 
    Private client
    Full time
    Private practice
    Local area
    Monday to Friday
    Flexible hours
    Afternoon shift

    KLR

    Boston, MA
    3 days ago
  • $120k - $180k

     ...Boundless Horizons of Tax, Valuation, and...  ...among professional services organizations. You'...  ...with extraordinary clients spanning every industry...  ...success! The Role Managers in our Private Client Services (PCS) practice oversee...  ...Intern, Associate and Senior Associates; and... 
    Private client
    Full time
    Work experience placement
    Internship
    Private practice
    H1b
    Local area
    Work visa

    Andersen

    Boston, MA
    4 days ago
  • $112k - $150k

     ...Private Client Services at BDO is a boutique practice within our firm...  ...with complicated tax and financial structures...  ...insurance planning. A Tax Manager, Private Client...  ...sound recommendations for PCS leadership Develops and...  ...Supervises associates and senior associates on all... 
    Private client
    Private practice
    Work at office

    BDO Capital Advisors LLC

    Boston, MA
    1 day ago
  • $112k - $150k

    Job Summary Private Client Services at BDO is a boutique practice focusing...  ...others with complex tax and financial...  ...insurance planning. A Tax Manager will use their education...  ...recommendations for PCS leadership. Develop and...  ...Supervise associates and senior associates on all... 
    Private client
    Work at office

    BDO USA

    Boston, MA
    3 days ago
  • $106.06k - $159.14k

     ...Newman Noyes (BNN) is a top 100 tax, assurance, and advisory firm...  ...™ recognition for superior client service. BNN was founded to create...  ...Noyes is the place for you. Tax Managers are responsible for the...  ...service Supervise staff and seniors and review their work product... 
    Private client
    Casual work
    Work at office
    Flexible hours

    Baker Newman Noyes

    Boston, MA
    2 days ago
  • $110k - $150k

     ...Tax Manager – Healthcare, Private Client Services (PCS) Location: Boston, MA or Burlington, MA – work in a growing environment providing exceptional services to clients. What it Means to Work for EisnerAmper Opportunity to be part of one of the largest and fastest growing... 
    Private client
    For contractors
    Local area

    EisnerAmper

    Boston, MA
    23 hours ago
  •  ...Director, Private Client Services Job Description As the Private Client Tax Director, you will oversee and lead tax compliance assignments for partnerships, S‑corporations...  ...them through diverse tax‑related tasks. Project management: efficiently manage projects, ensuring adherence... 
    Private client
    Work at office

    Insite US

    Boston, MA
    3 days ago
  • $170k - $200k

     ...Are you someone who prefers to focus on client service vs worrying about billable hours or business...  ...available. If you have a strong tax background, take initiative, and enjoy collaborating...  ...with firm leadership to structure and manage a variety of client engagements Lead... 
    Private client
    Local area
    Immediate start

    Jobot

    Boston, MA
    3 days ago
  •  ...needs assessments to identify clients' unique risk profiles and...  ...specialists, to ensure seamless client service and optimal outcomes. Stay...  ...prospecting, to expand the private client portfolio. Prepare and...  .... Proficiency in agency management systems and Microsoft Office... 
    Senior
    Private client
    Work at office

    Jobtailor

    Boston, MA
    2 days ago
  •  ...We are seeking a Senior Private Client Relationship Manager to join our Private Client team. In this role, you will serve as a trusted advisor to high...  ...delivering personalized insurance solutions and exceptional service. The ideal candidate brings deep expertise in complex... 
    Senior
    Private client
    Work at office

    Risk Strategies

    Boston, MA
    4 days ago
  • $170k - $220k

     ...Senior Tax Manager Boston, MA; Westwood, MA WS Advisors is seeking a...  ...on a leadership role across client engagements, firm initiatives...  ...serve as a trusted advisor to private businesses, high-net-worth...  ...captive, shared back-office services, a catalytic leadership system... 
    Senior

    Ascend Together

    Westwood, MA
    2 days ago
  •  ...Our client is one of the fastest growing CPA firms in Boston, MA. With four...  ...thriving ten staff international tax by hiring a high International Tax Senior Manager. As a Senior Manager in their...  ...overseas you will be a an international private client tax professional who also... 
    Senior
    Private client
    Work at office
    Work from home
    Overseas

    International Tax Search

    Boston, MA
    21 days ago
  • $122.5k - $215.9k

     ...Cherry Bekaert delivers innovative advisory, assurance and tax services to our clients. We are proud to foster a collaborative environment...  ...development. Our Core Tax Services ( team is seeking a Senior Tax Manager to support our Boston, MA market on a hybrid schedule... 
    Senior
    Work experience placement
    Work at office
    Local area
    2 days per week
    3 days per week

    Cherry Bekaert

    Watertown, MA
    2 days ago
  • $155k

     ...to move in-house without giving up the complex Private Client tax work you enjoy? Join a leading Investment Management firm in Boston where you'll continue advising on...  ...in public accounting with Private Client Services or similar experience. Ability to advise on complex... 
    Private client
    Work at office

    George William Consulting

    Boston, MA
    3 days ago
  • $30 per hour

     ...on. $30.00 hourly Temporary Kelly Services is looking for a Property Administrator...  ..., focused on solutions for the management of chronic conditions. Full-time Our...  ...and consulting services to public and private sector clients, delivering solutions through six business... 
    Senior
    Private client
    Hourly pay
    16 hours
    Permanent employment
    Full time
    Temporary work
    Part time
    Local area
    Remote work
    Monday to Friday
    Night shift
    Weekend work

    Gray, Gray & Gray

    Canton, MA
    1 day ago
  •  ...Responsibilities Manage the client’s tax compliance needs Anticipate tax and business issues Recognize tax planning opportunities Solve problems for middle‑market clients Manage engagements and provide knowledgeable review of complex returns Build and serve high net‑worth... 
    Senior

    Jobtailor

    Boston, MA
    1 day ago
  • $137.2k - $240.3k

     ...CFO) – Marsh McLennan Agency Private Client Services Marsh McLennan Agency (MMA) Private Client Services (PCS) is an insurance brokerage...  ...objectives and the overall management of the organization. Focus...  ...Demonstrated ability to partner with senior leaders, influence cross-... 
    Private client
    Minimum wage

    Mercer France

    Boston, MA
    3 days ago
  •  ...one of the worlds top tax firms. Enjoy a collaborative...  ...helping high-profile clients understand, analyze,...  ...is currently seeking a Manager or Senior Manager to join our Business Tax Services practice. Responsibilities...  ...role in growing KPMG's private client tax practice,... 
    Senior
    Private client
    Private practice
    Work at office
    Local area

    KPMG

    Boston, MA
    18 days ago
  • $90k - $130k

    Helping PCS Tax Leaders Build High-Performing Teams | Private Client | HNW/UHNW | Cross Border Are you ready to join a firm that truly values your time off with...  ...ensure on‑time delivery and on‑budget Strategize with managers regarding tax planning, research tax issues and... 
    Private client

    George William Consulting

    Boston, MA
    2 days ago
  • $225k - $325k

     ...SCS is looking to hire a full-time Client Portfolio Manager (CPM) to join its Investment Team....  ...Investment Group (IG), Investment Services (IS), and Private Client Group (PCG), and will serve...  ...maintaining close collaboration with the senior MDs on the Private Client Group.... 
    Private client
    Full time
    Work at office

    Focus Financial Partners Inc.

    Boston, MA
    3 days ago
  • $95.4k - $180.4k

     ...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...  ...obligations, while managing the impact tax has on their... 
    Private client
    Work experience placement
    Internship
    Local area

    RSM Global

    Charlestown, MA
    1 day ago
  • $115k - $170k

     ...seamless, intuitive, and impactful. We are looking for a Client Services expert to own key client relationships and drive innovative...  ...Requirements ~4+ years of digital marketing strategy and account management experience in a healthcare/pharma agency setting; proven... 
    Senior
    Contract work
    Work at office
    Local area
    Remote work
    Work from home
    Flexible hours

    Veeva Systems

    Boston, MA
    21 days ago
  • $120k - $150k

     ...Description Income Research + Management Income Research + Management is a Boston-based, privately owned, fixed income asset...  ...strives to provide best-in-class client service to our 900+ institutional and...  ...IR+M”: Open Position : Senior Software Engineer - Reporting... 
    Senior
    Private client
    Full time
    Work visa

    Income Research Management

    Boston, MA
    15 days ago
  • $86.66k - $164.3k

     ...leading advisory, tax and assurance firm, providing clients with a genuine coast...  ...provide professional services through an...  ...services to clients managing capital projects and...  ...seeking a Consulting Senior to join our growing...  ...for both public and private sector clients is preferred... 
    Senior
    Private client
    Contract work
    For contractors
    Local area
    Worldwide
    Visa sponsorship

    Baker Tilly US

    Boston, MA
    4 days ago
  •  ...Bartholomew & Company is an independent investment management and wealth advisory firm serving private clients, businesses, municipalities, and institutional...  ...investment capabilities while maintaining the personalized service and long-term relationships of a boutique firm.... 
    Senior
    Private client
    Work at office
    Flexible hours

    Bartholomew & Co.

    Framingham, MA
    15 days ago
  •  ...Senior Associate Vice President, Account Manager, Sports & Gaming Client Focus About the Company Leading outsourcing company for software development Industry...  ...001+ Categories Consulting & Professional Services Outsourcing Artificial Intelligence Business... 
    Senior

    Confidential

    Boston, MA
    3 days ago
  •  ...Managing Director, Private Equity Client Coverage About the Company Prominent strategic advisory consultancy Industry Management Consulting Type Privately Held About the Role The Company is in search of a Director/Managing Director for Private... 
    Private client

    Confidential

    Boston, MA
    23 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Tax Senior Manager - Private Client Services (PCS). Be the first to apply!