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Senior Tax Manager – Private Client Services
EisnerAmper. Supervise a team and foster strong client relationships .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive expertise in tax compliance and consulting for high-net-worth individuals, with a strong focus on leadership, client relationship management, and staying current with tax laws and regulations.
Highest-signal resume keywords
10+ Years Tax ExperienceCPA CertificationTax Compliance ExpertiseClient Relationship ManagementPublic Accounting Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Tax PlanningTax ComplianceComplex Tax ReturnsHedge Fund K-1 TreatmentTrusts and Estates Knowledge
Soft Skills
Leadership SkillsClient EngagementTeam SupervisionProfessional Growth Facilitation
Tools & Technologies
GoSystemsCCH Axcess
Certifications & Qualifications
CPAIRS Enrolled Agent Certification
Industry Keywords
High-Net-Worth IndividualsFinancial Services SectorPrivate EquityHedge FundsTax Consulting
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
- Serve clients in the financial services sector, including hedge funds and private equity
- Engage directly with clients to deliver tax planning, consulting, and compliance solutions
- Perform primary review of complex tax returns and maintain regular client communication
- Cultivate relationships with clients, staff, and external third-party vendors
- Train, supervise, review, and evaluate staff members
- Solicit new client relationships and participate in client and prospective-client seminars
- Stay current on tax laws, regulations, and accounting standards and apply new knowledge to engagements
- Collaborate with tax professionals to coordinate efforts and deliver tax services
- Hold self and direct reports accountable for developmental goals
- Occasional local travel to clients’ locations may be required
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 tax
- Recent Public Accounting experience
- CPA or IRS Enrolled Agent Certification required
- Comprehensive knowledge of hedge fund K-1 treatment
- Working understanding of trusts, estates, gifts, and charitable entities
- Preferred: Master’s Degree in Taxation or relevant field
- Preferred: Experience acquiring new clients and growing a book of business
- Preferred: Experience using GoSystems or CCH Axcess tax software
- Strong leadership skills and ability to foster professional growth
Benefits
Comp & perks- Flexibility to manage your days in support of work/life balance
- Hybrid working model
- Numerous Employee Resource Groups (ERGs) supporting Diversity, Equity, & Inclusion (DE&I)
- Opportunities for professional growth and career development
- Training and supervision opportunities
- Culture recognized with multiple top “Places to Work” awards