Tax Senior Manager – Private Client Services

EisnerAmper

. Supervise a team and foster strong client relationships .

Posted 10/16/2026full-timePasadena • California • United StatesSenior💰 $175,000 - $225,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

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 while fostering a collaborative environment.

Highest-signal resume keywords

Tax PlanningClient Relationship ManagementTeam SupervisionCPA CertificationCCH Axcess Tax Software

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Tax ComplianceTax ConsultingComplex Tax Returns ReviewHedge Fund K-1 TreatmentTrusts and Estates KnowledgeCharitable Entities KnowledgeTax Law MonitoringBusiness Taxation ExpertiseHigh-Net-Worth TaxationPublic Accounting Experience

Soft Skills

Client CommunicationTeam CollaborationAccountabilityTraining and DevelopmentEntrepreneurial Mindset

Certifications & Qualifications

CPAIRS Enrolled Agent Certification

Industry Keywords

Ultra-High-Net-Worth IndividualsFinancial-Services ClientsTax RegulationsAccounting StandardsClient Acquisition

About the role

Key responsibilities & impact

Supervise a team and foster strong client relationships
Prospect and contribute to establishing a sustainable business
Collaborate with Partners in an entrepreneurial environment
Oversee tax planning and compliance functions for ultra-high-net-worth individuals and families, especially financial-services clients
Apply knowledge of hedge fund K-1 treatment, trusts, estates, gifts, and charitable entities
Deliver tax planning, consulting, and compliance solutions to clients
Review complex tax returns and maintain regular client communication
Cultivate relationships with clients, staff, and external third-party vendors
Train, supervise, review, and evaluate staff
Travel locally to client locations occasionally
Solicit new client relationships and participate in client or prospective-client seminars
Monitor changes in tax laws, regulations, and accounting standards and apply them to engagements
Collaborate with tax professionals to coordinate service delivery and share knowledge
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, specializing in complex technical individual and business taxation
Recent Public Accounting experience
CPA or IRS Enrolled Agent Certification required
Master’s Degree in Taxation or relevant field preferred/desired
Experience acquiring new clients and growing a book of business preferred/desired
Experience using CCH Axcess tax software preferred/desired

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) efforts
Career growth opportunities and professional development pathways
Training and supervision opportunities
Equal Opportunity Employer
Application accommodations available