Tax Senior Manager - Private Client Services

EisnerAmper

La Jolla, California, USA
Hybrid
Oversee multiple client engagements
Business development and marketing
Recruitment efforts
EisnerAmper is seeking a Tax Senior Manager for its Private Client Services team in La Jolla, California. The ideal candidate should have extensive experience in tax compliance and consulting for high-net-worth individuals, as well as strong leadership skills and a commitment to business development

Job Summary

  • Supervise a team, foster strong client relationships, prospect and contribute to the establishment of a sustainable business.
  • Responsible for overseeing tax planning and compliance functions for ultra-high net worth individuals and their families, with a particular emphasis on clients in the financial services sector.
  • This position offers flexibility in terms of office location, as EisnerAmper follows a hybrid working model and has offices available in the listed locations below.

Matching Summary

Match Score: 85

EisnerAmper is seeking a Tax Senior Manager for its Private Client Services team in La Jolla, California. The ideal candidate should have extensive experience in tax compliance and consulting for high-net-worth individuals, as well as strong leadership skills and a commitment to business development.

Skills & Requirements

Must-have

  • Oversee multiple client engagements
  • Business development and marketing
  • Recruitment efforts
  • Hedge fund K-1 treatment
  • Trusts, estates, gifts, and charitable entities
  • Deliver innovative tax planning solutions

Nice-to-have

  • Welcome new ideas and encourage innovation
  • Foster professional growth within staff
  • Entrepreneurial environment
  • Embracing differences and diversity
  • Authentic self-expression

Key Requirements

  • Bachelor’s Degree in Accounting or equivalent
  • 10+ years progressive tax experience
  • 8+ years tax compliance specialization
  • Recent Public Accounting experience
  • CPA or IRS Enrolled Agent Certification, or JD

Work Rights

Not specified

Tailored Resume

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