Sr. Client Service Specialist managing client risk management solutions for The Baldwin Group in Texas. Working closely with advisors and dedicated professionals to analyze client data and evaluate needs.
About the role
- Tax Senior Manager overseeing tax planning and compliance for ultra-high net worth individuals at EisnerAmper, a leading accounting firm. Supervising teams, managing client relationships, and delivering innovative tax solutions.
Responsibilities
- Supervise a team, foster strong client relationships, prospect and contribute to the establishment of a sustainable business
- Oversee tax planning and compliance functions for ultra-high net worth individuals and their families
- Engage with clients to deliver innovative tax planning, consulting, and compliance solutions
- Review of complex tax returns and maintain regular communication with clients
- Cultivate and nurture relationships with clients, staff members, and external vendors
- Provide training and supervision to staff members, including reviewing and evaluating their work
- Solicit new client relationships and participate in client seminars to expand networking opportunities
Requirements
- Bachelor’s Degree in Accounting or equivalent field is required
- 8+ years of tax compliance, specialization 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)
- Experience using GoSystems or CCH Axcess tax software (preferred)
Benefits
- flexibility to manage your days in support of our commitment to work/life balance
- culture that has received multiple top “Places to Work” awards
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