Senior Tax Manager – Private Client Services

EisnerAmper

. Supervise a team and foster strong client relationships .

Posted 11/6/2026full-timeBoston • Massachusetts • United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive expertise in tax planning, compliance, and consulting for ultra-high-net-worth individuals, with a strong focus on relationship management and team leadership. Proficient in navigating complex tax regulations and delivering tailored solutions to clients.

Highest-signal resume keywords

Tax PlanningTax ComplianceClient Relationship ManagementCPA CertificationPublic Accounting Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax ComplianceTax ConsultingComplex Tax Returns ReviewHedge Fund K-1 TreatmentTrusts and Estates KnowledgeCharitable Entities KnowledgeHigh-Net-Worth TaxationClient AcquisitionBusiness DevelopmentTax Regulations Knowledge

Soft Skills

Team LeadershipClient CommunicationStaff TrainingCollaborationAccountability

Tools & Technologies

GoSystemsCCH Axcess

Certifications & Qualifications

CPAIRS Enrolled Agent Certification

Industry Keywords

Ultra-High-Net-Worth IndividualsFinancial ServicesTax LawsAccounting StandardsPublic Accounting

About the role

Key responsibilities & impact

Supervise a team and foster strong client relationships
Prospect and contribute to establishing a sustainable business
Collaborate closely with Partners in an entrepreneurial environment
Oversee tax planning and compliance for ultra-high-net-worth individuals and their families, especially financial services clients
Apply comprehensive knowledge of hedge fund K-1 treatment and working knowledge of trusts, estates, gifts, and charitable entities
Deliver tax planning, consulting, and compliance solutions directly to clients
Review complex tax returns and maintain regular client communication
Cultivate relationships with clients, staff, and external third-party vendors
Train and supervise staff, including reviewing and evaluating their work
Travel locally to clients' locations occasionally
Solicit new client relationships and participate in client/potential client seminars
Stay current on tax laws, regulations, and accounting standards
Collaborate with tax professionals across the firm to coordinate service delivery
Hold self and direct reports accountable for developmental goals

Requirements

What you’ll need

Bachelor’s Degree in Accounting or equivalent field is required
10+ years of progressive tax experience providing tax compliance and consulting services to high-net-worth individuals
8+ years of tax compliance experience, specializing in complex technical individual and business taxation
Recent Public Accounting experience
CPA or IRS Enrolled Agent Certification required
Experience acquiring new clients and growing a book of business (preferred/desired)
Experience using GoSystems or CCH Axcess tax software (preferred/desired)

Benefits

Comp & perks

Flexibility to manage your days in support of work/life balance
Multiple top “Places to Work” awards
Numerous Employee Resource Groups (ERGs) supporting Diversity, Equity, & Inclusion (DE&I) efforts