Base: $150,000 to $220,000; bonus/equity: not spec...
Hybrid
8+ years family office tax experience
Cpa or enrolled agent credential required
Review complex trust and estate returns
The role involves managing and growing client relationships within the Private Client Services Multi Family Office group for ultra-high-net-worth individuals
Job Summary
The role involves managing and growing client relationships within the Private Client Services Multi Family Office group for ultra-high-net-worth individuals.
Candidates must demonstrate proficiency in reviewing complex tax returns for individuals, partnerships, trusts, and estates while ensuring compliance.
EisnerAmper offers a culture of innovation, work/life balance, and opportunities for professional development within one of the industry's fastest-growing firms.
Matching Summary
The role involves managing and growing client relationships within the Private Client Services Multi Family Office group for ultra-high-net-worth individuals.
Salary
Base: $150,000 to $220,000; Bonus/Equity: Not specified; Benefits: Work/life balance flexibility
Skills & Requirements
Must-have
8+ years Family Office tax experience
CPA or Enrolled Agent credential required
Review complex trust and estate returns
Manage ultra-high-net-worth client relationships
Weekly in-office client meetings required
Nice-to-have
Master's Degree in Taxation preferred
Experience with CCH Axcess or Pro Systems software
Proven track record of acquiring new clients
Strong leadership and mentorship skills
Ability to foster professional growth among staff
Key Requirements
Bachelor's Degree in Accounting required
8+ years public accounting tax compliance experience