Tax Senior Manager - Private Client Services
EisnerAmper, Pasadena, CA, United States
Job Description
We are seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. This dynamic role requires overseeing multiple client engagements while driving business development, marketing, and recruitment efforts. The position offers flexibility in terms of office location within our hybrid working model.
Responsibilities
Supervise a team, foster strong client relationships, prospect and contribute to the establishment of a sustainable business. Collaborate closely with Partners in an entrepreneurial environment that values exceptional client service and tax expertise.
Oversee tax planning and compliance functions for ultra‑high net‑worth individuals and their families, particularly clients in the financial services sector such as hedge funds, private equity, and other investment‑related individuals.
Possess comprehensive knowledge of hedge fund K‑1 treatment, as well as a working understanding of trusts, estates, gifts, and charitable entities.
Directly engage with clients to deliver innovative tax planning, consulting, and compliance solutions.
Lead the primary review of complex tax returns and maintain regular communication with clients.
Cultivate and nurture relationships with clients, staff members, and external third‑party client vendors.
Provide training and supervision to staff members, reviewing and evaluating their work.
Occasional local travel to clients’ locations may be required.
Actively solicit new client relationships and participate in client/potential client seminars to expand networking opportunities.
Stay updated on changes in tax laws, regulations, and accounting standards, and proactively apply new knowledge to client engagements.
Collaborate with other tax professionals within the firm to coordinate efforts, share knowledge, and ensure efficient and effective delivery of tax services.
Hold self and direct reports responsible for achieving developmental goals.
Basic Qualifications
Bachelor’s Degree in Accounting or an equivalent field is required.
10+ years of progressive tax experience providing tax compliance and consulting services to high‑net‑worth individuals.
8+ years of tax compliance, specialization in complex technical individual and business.
Recent Public Accounting experience.
CPA or IRS Enrolled Agent Certification, or JD required.
Preferred Qualifications
Master’s Degree in Taxation or a relevant field.
Experience acquiring new clients and growing a book of business.
Experience using GoSystems or CCH Axcess tax software.
Benefits
Part of one of the largest and fastest‑growing accounting and advisory firms in the industry.
Flexibility to manage your days to support work/life balance.
Culture that has received multiple top “Places to Work” awards.
Collaborative environment that brings diverse ideas and experiences to create new solutions.
Commitment to embracing differences to strengthen the foundation.
Authentic workplace culture inspires professionals to do their best work.
Numerous Employee Resource Groups (ERGs) to support Diversity, Equity, & Inclusion efforts.
Preferred Location La Jolla
We strongly believe in the value of diversity and creating supportive, inclusive environments where our colleagues can succeed. As such, EisnerAmper is proud to be an Equal Opportunity Employer. We do not discriminate on the basis of race, color, ancestry, national origin, religion, religious creed, mental or physical disability, medical condition, genetic information, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, gender expression, age, marital status, military or protected veteran status, citizenship, or other protected characteristics under federal, state, or local law.
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Responsibilities
Supervise a team, foster strong client relationships, prospect and contribute to the establishment of a sustainable business. Collaborate closely with Partners in an entrepreneurial environment that values exceptional client service and tax expertise.
Oversee tax planning and compliance functions for ultra‑high net‑worth individuals and their families, particularly clients in the financial services sector such as hedge funds, private equity, and other investment‑related individuals.
Possess comprehensive knowledge of hedge fund K‑1 treatment, as well as a working understanding of trusts, estates, gifts, and charitable entities.
Directly engage with clients to deliver innovative tax planning, consulting, and compliance solutions.
Lead the primary review of complex tax returns and maintain regular communication with clients.
Cultivate and nurture relationships with clients, staff members, and external third‑party client vendors.
Provide training and supervision to staff members, reviewing and evaluating their work.
Occasional local travel to clients’ locations may be required.
Actively solicit new client relationships and participate in client/potential client seminars to expand networking opportunities.
Stay updated on changes in tax laws, regulations, and accounting standards, and proactively apply new knowledge to client engagements.
Collaborate with other tax professionals within the firm to coordinate efforts, share knowledge, and ensure efficient and effective delivery of tax services.
Hold self and direct reports responsible for achieving developmental goals.
Basic Qualifications
Bachelor’s Degree in Accounting or an equivalent field is required.
10+ years of progressive tax experience providing tax compliance and consulting services to high‑net‑worth individuals.
8+ years of tax compliance, specialization in complex technical individual and business.
Recent Public Accounting experience.
CPA or IRS Enrolled Agent Certification, or JD required.
Preferred Qualifications
Master’s Degree in Taxation or a relevant field.
Experience acquiring new clients and growing a book of business.
Experience using GoSystems or CCH Axcess tax software.
Benefits
Part of one of the largest and fastest‑growing accounting and advisory firms in the industry.
Flexibility to manage your days to support work/life balance.
Culture that has received multiple top “Places to Work” awards.
Collaborative environment that brings diverse ideas and experiences to create new solutions.
Commitment to embracing differences to strengthen the foundation.
Authentic workplace culture inspires professionals to do their best work.
Numerous Employee Resource Groups (ERGs) to support Diversity, Equity, & Inclusion efforts.
Preferred Location La Jolla
We strongly believe in the value of diversity and creating supportive, inclusive environments where our colleagues can succeed. As such, EisnerAmper is proud to be an Equal Opportunity Employer. We do not discriminate on the basis of race, color, ancestry, national origin, religion, religious creed, mental or physical disability, medical condition, genetic information, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, gender expression, age, marital status, military or protected veteran status, citizenship, or other protected characteristics under federal, state, or local law.
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