Tax Partner – Private Client Services

EisnerAmper

. Serve as a trusted advisor to high-net-worth individuals, family offices, and closely held businesses by leading complex tax compliance and consulting engagements .

Posted 11/5/2026full-timeLa Jolla • California • United StatesSeniorLead💰 $325,000 - $425,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive expertise in tax compliance and consulting for high-net-worth individuals and businesses, with a strong focus on client relationship management and strategic business growth. Proven ability to lead teams, mentor professionals, and drive technology adoption in tax solutions.

Highest-signal resume keywords

CPATax ComplianceClient Relationship ManagementPublic Accounting ExperienceLeadership in Tax Strategy

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax PlanningFederal Tax ReturnsState Tax ReturnsLocal Tax ReturnsEngagement LeadershipBusiness StrategyRegulatory ComplianceProcess ImprovementThought LeadershipTechnology Adoption

Soft Skills

MentoringCoachingClient EngagementCommunicationRelationship Building

Tools & Technologies

Technology-Enabled Tax SolutionsProcess Transformation Initiatives

Certifications & Qualifications

CPAJD

Industry Keywords

High-Net-Worth IndividualsFamily OfficesClosely Held BusinessesPublic AccountingTax Legislation

About the role

Key responsibilities & impact

Serve as a trusted advisor to high-net-worth individuals, family offices, and closely held businesses by leading complex tax compliance and consulting engagements
Provide partner-level review, oversight, and sign-off on federal, state, and local tax returns
Advise clients on tax planning opportunities, regulatory changes, and business strategies
Build, deepen, and expand client relationships by identifying cross-service opportunities
Originate opportunities, participate in proposals, and cultivate a sustainable book of business
Oversee staffing, budgeting, client economics, workflow, and high-quality service delivery
Mentor, coach, and develop senior-level professionals
Lead special projects and firm-wide initiatives, including thought leadership, technology adoption, and process improvements
Monitor emerging tax legislation, regulatory developments, and business trends and translate impacts into actionable insights

Requirements

What you’ll need

Bachelor’s degree in Accounting or equivalent field
CPA or JD
15+ years of progressive tax experience within public accounting
Minimum of 2 years in a Partner or Director-level role at a public accounting firm
Extensive experience advising high-net-worth individuals, family offices, and closely held or entrepreneurial businesses
Demonstrated success in client relationship management and engagement leadership
Established book of business or demonstrated track record of originating and growing client relationships preferred
Experience contributing to thought leadership, speaking engagements, or industry publications preferred
Exposure to technology-enabled tax solutions and process transformation initiatives preferred
Interest in firm leadership, practice growth, and long-term strategic impact preferred

Benefits

Comp & perks

Flexibility to manage your days in support of work/life balance
Career development tools and autonomy to reach career goals
Mentorship and professional development opportunities
Culture recognized with multiple top “Places to Work” awards
Flexible focus and autonomy to shape fulfilling careers
Application accommodations available upon request