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Tax Director – Private Client Services
EisnerAmper. Review tax projections, tax workpapers and tax returns, specifically Federal and State Individual and Fiduciary tax returns .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in tax compliance, particularly in individual, fiduciary, estate, and gift taxation, while effectively managing multiple tax engagements and providing proactive client service. Strong leadership skills in mentoring staff accountants and overseeing the tax return process are essential.
Highest-signal resume keywords
CPATax CompliancePublic Accounting ExperienceEngagement ManagementClient Service
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 ProjectionsTax WorkpapersFederal Tax ReturnsState Tax ReturnsFiduciary Tax ReturnsBudgetingBillingEngagement EconomicsCorporation AccountingPartnership Accounting
Soft Skills
MentoringTrainingTeam ManagementProactive Client ServiceWorkload Prioritization
Certifications & Qualifications
CPA
Industry Keywords
Individual TaxationFiduciary TaxationEstate TaxationGift TaxationPrivate Client ServicesFamily-Owned BusinessesHigh Net Worth Individuals
About the role
Key responsibilities & impact- Review tax projections, tax workpapers and tax returns, specifically Federal and State Individual and Fiduciary tax returns
- Oversee and manage the tax return process, including identification and resolution of tax issues
- Mentor, train and manage staff accountants to meet deadlines and prioritize workload
- Manage multiple tax engagements in a team environment and independently
- Identify potential opportunities for new and/or expanded client services
- Lead and manage engagements, including budgeting, billing and engagement economics
- Provide proactive client service
- Serve family-owned and closely held businesses and high net worth individuals through Private Client Services
Requirements
What you’ll need- Bachelor’s degree in Accounting or equivalent field is required
- Public accounting experience
- CPA
- 10+ years of work experience in tax compliance, specializing in individual, fiduciary, estate and gift taxation
- Experience with corporation and partnership accounting and tax concepts
- Ability to manage multiple tax engagements in a team environment and work independently
- Ability to lead and manage engagements, including budgeting, billing and engagement economics
- Highly proactive approach to serving clients
- Master’s degree in tax or equivalent field preferred
Benefits
Comp & perks- Flexibility to manage your days in support of work/life balance
- Career development opportunities and tools for professional success
- Autonomy to reach career goals
- Culture recognized with multiple top “Places to Work” awards
- Mentoring, training and professional growth opportunities
- Reasonable accommodations for the application process