Tax Director, Trust & Estate – Private Client Services

EisnerAmper

. Oversee tax planning and compliance functions for individuals, trusts, estates, and related entities .

Posted 10/21/2026full-timeUnited StatesLeadWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in tax planning and compliance for individuals, trusts, and estates, with a strong focus on wealth transfer strategies and estate planning. Proven ability to lead teams, cultivate client relationships, and adapt to changes in tax laws and regulations.

Highest-signal resume keywords

Tax Compliance ExperienceCPA CertificationPublic Accounting ExperienceWealth Transfer StrategiesGoSystems Tax Software

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax PlanningEstate PlanningCharitable PlanningTax Return ReviewFiduciary TaxationGift TaxationClient CommunicationStaff SupervisionTax Law MonitoringClient Relationship Management

Soft Skills

Relationship CultivationTeam LeadershipAccountabilityCommunication

Tools & Technologies

CCH Axcess Tax Software

Certifications & Qualifications

IRS Enrolled Agent CertificationCPA Certification

Industry Keywords

Tax PlanningTax ComplianceWealth TransferEstate TaxationFiduciary TaxationCharitable PlanningPublic AccountingTax LawsAccounting Standards

About the role

Key responsibilities & impact

Oversee tax planning and compliance functions for individuals, trusts, estates, and related entities
Provide expert tax planning and advisory services, including wealth transfer strategies, charitable planning, and estate planning
Review complex tax returns and maintain regular client communication
Cultivate relationships with clients, staff members, and external third-party client vendors
Train, supervise, review, and evaluate staff members
Solicit new client relationships and participate in client/potential client seminars
Monitor changes in tax laws, regulations, and accounting standards and apply new knowledge to engagements
Collaborate with other tax professionals to coordinate efforts and ensure effective tax 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 tax compliance experience, specializing in individual, fiduciary, estate and gift taxation
Recent Public Accounting experience
CPA or IRS Enrolled Agent Certification required
Master’s Degree in Taxation or relevant field preferred/desired
Experience using GoSystems or CCH Axcess tax software preferred/desired
Occasional local travel to clients' locations may be required

Benefits

Comp & perks

Flexibility to manage days in support of work/life balance
Hybrid working model
Training and supervision opportunities
Professional growth and career development opportunities
Merit-based employment
Accommodations available for the application process