Tax Senior Manager - Private Client Services (PCS)
EisnerAmper
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.
- ...you the tools you need to succeed and the autonomy to reach your goals. Position EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. This client‑facing position is based in Westwood, MA and is responsible for delegating...SeniorPrivate clientPrivate practiceLocal areaFlexible hours
$130k - $202k
...different by developing rapport with clients and making a difference. Whether... ...would rather gain exposure across many service lines, you won't be limited at... ...will include, but not be limited to: Managing all aspects of the annual tax compliance for business and individual...SeniorPrivate clientRemote workRelocationFlexible hours- ...- we give you the tools you need to succeed and the autonomy to reach your goals. EisnerAmper is seeking Tax Manager to join our Private Client Services (PCS) team in Boston or San Francisco. We are seeking someone who thrives in a growing environment and providing...Private clientTemporary workLocal area
- Responsibilities Managing all aspects of the annual tax compliance for business and individual clients, including planning, scheduling, projections, extensions, responses to... ...manufacturing & distribution (M&D), retail, and service‑based businesses. Demonstrated leadership...SeniorPrivate clientRemote workRelocationFlexible hours
$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 clientFull timePrivate practiceLocal areaMonday to FridayFlexible hoursAfternoon shift$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 clientFull timeWork experience placementInternshipPrivate practiceH1bLocal areaWork visa$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 clientPrivate practiceWork at office$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 clientWork at office$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 clientCasual workWork at officeFlexible hours$100k - $145k
...developing rapport with clients and making a difference... ...exposure across many service lines, you won’t be limited... ..., and individual tax clients, including federal... ...decision making with client's management to understand the... ...with Managers, Senior Managers, and Partners...Private clientLocal areaImmediate startFlexible hoursNight shift$100k - $145k
...developing rapport with clients and making a difference... ...exposure across many service lines, you won't be limited... ..., and individual tax clients, including federal... ...decision making with client's management to understand the... ...with Managers, Senior Managers, and Partners...Private clientLocal areaImmediate startFlexible hoursNight shift$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 clientFor contractorsLocal area$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 clientLocal areaImmediate start- ...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 clientWork at office
$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...SeniorWork experience placementWork at officeLocal area2 days per week3 days per week- ...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...SeniorPrivate clientWork at office
- ...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...SeniorPrivate clientWork at office
£65k - £75k per year
...Corporate Tax Senior Manager Cambridge £65,000 - £75,000 We are looking for an experienced CTA‑qualified Corporate Tax Manager or Senior Manager... ...advisory portfolio of corporate, OMB, SME and multinational clients. The successful candidate will take overall responsibility...SeniorWork from homeOverseasFlexible hours3 days per week- ...Job Description Tax Senior Manager - Waltham, MA (Greater Boston Area) Who: An experienced... ...development, and serve as the primary client contact. When: Hiring now to support... ...environment. • Deliver exceptional client service and help identify opportunities for...SeniorWork at officeImmediate start2 days per week3 days per week
- ...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...SeniorPrivate clientWork at officeWork from homeOverseas
$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 clientWork experience placementInternshipLocal area- ...We are seeking a Senior Fund Accountant to join... ...largest real estate private equity fund administrator... ...and providing clients with exceptional services. What it Means to... ...have the flexibility to manage your days in support... ...general accounting and tax planning to outsourced...SeniorPrivate clientLocal area
$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... ...engagement team Reviews staff and senior work timely and thoroughly to...Casual workWork at officeFlexible hours$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 clientWork at office- ...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
$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 clientMinimum wage$170k - $220k
...Senior Tax Manager – Boston, MA WS Advisors is seeking a driven and growth... ...on a leadership role across client engagements, firm initiatives... ...serving as a trusted advisor to private businesses, high‑net‑worth... ...through exceptional service and proactive communication....Senior- ...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,...SeniorPrivate clientFull timePrivate practiceWork at officeLocal area
- ...one another, to support our clients, and to support our communities... ...We're currently seeking a Senior Water Resources Engineer to... ...water resources and stormwater management projects Perform hydrologic... ...response to our public and private clients' evolving needs. Our...SeniorPrivate clientPart timeWork at officeLocal areaRemote workFlexible hours
$99k - $266k
...Specialty/Competency: State & Local Tax (SALT) Industry/Sector: Not... ...to 20% At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and... ...team member’s unique strengths, and managing performance to deliver on client...Full timeH1bLocal area
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!
- hedge fund private equity tax manager Arlington, MA
- toyota service manager Arlington, MA
- member service manager Arlington, MA
- director managed services Arlington, MA
- culinary services director Arlington, MA
- service director Arlington, MA
- service supervisor Arlington, MA
- tech services manager Arlington, MA
- manager consulting services Arlington, MA
- service delivery director Arlington, MA


