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 within EisnerAmper overseeing client engagements in Private Client Services. Leading a high-performing team while engaging closely held businesses and individuals.
Responsibilities
- Manage and develop a high-performing team of tax professionals
- Oversee tax planning and compliance functions for closely held businesses and their owners
- Directly engage with business owners, executives, and family decision-makers
- Review complex tax returns for entities and related individuals
- Interpret and analyze financial data to engage clients in meaningful conversations
- Identify necessary book-to-tax adjustments and assist with complex accounting matters
- Develop a working understanding of financial concepts like income normalization and EBITDA
- Mentor staff and seniors on accounting adjustments and related technical topics
- Collaborate with partners to build and expand client relationships
- Serve as a trusted advisor by proactively identifying tax-saving opportunities
- Manage engagement economics, including budgets, timelines, billing, and profitability
- Provide ongoing training, supervision, and mentorship to staff at various levels
- Stay current on changes in federal and state tax laws affecting clients
Requirements
- Bachelor’s Degree in Accounting or equivalent field is required
- 8+ years of progressive tax experience, including compliance and consulting for closely held businesses and their owners
- Significant recent experience in Public Accounting
- Active CPA or IRS Enrolled Agent Certification required
- Master’s Degree in Taxation or relevant field (preferred)
- Demonstrated ability to acquire and expand client relationships and grow a book of business
- Experience using GoSystems or CCH Axcess tax software (preferred)
Benefits
- flexibility to manage your days in support of work/life balance
- culture recognized with multiple top "Places to Work" awards
- numerous Employee Resource Groups (ERGs) to support Diversity, Equity, & Inclusion (DE&I) efforts
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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