Family Office Advisor dedicated to high - net - worth clients providing tailored insurance and risk management solutions. Collaborating with internal teams and external advisors for personalized strategies.
About the role
- Tax Manager overseeing private client services at EisnerAmper. Responsible for training, supervising, and developing associates while managing client tax returns and relationships.
Responsibilities
- training, supervising and ongoing development of associates and seniors
- prepare and review tax returns for individuals, partnerships, corporations, and other entities, ensuring accuracy and compliance with applicable tax laws and regulations
- build impactful relationships with clients and maintain relationships with firm leadership
- cultivate expertise in and impart specialized knowledge congruent with firm niches, initiatives and needs
- take responsibility for accurate time and billing for self and team
- develop a working knowledge of the client's business
- actively solicit new client relationships and participate in client/potential client seminars
- stay updated on changes in tax laws, regulations, and accounting standards
- collaborate with other tax professionals within the firm to coordinate efforts, share knowledge, and ensure efficient and effective delivery of tax services
- mentor and coach junior team members
Requirements
- Bachelor’s Degree in Accounting or equivalent field is required
- 4+ years of tax compliance and/or tax consulting experience in public accounting or public/Corporate mix
- 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
- participate in training programs and professional development activities to enhance technical knowledge and develop industry-specific expertise
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