Tax Senior Manager - Private Client Services Family Office
Company: EisnerAmper
Location: San Francisco
Posted on: May 28, 2025
Job Description:
Job DescriptionAt EisnerAmper, we look for individuals who
welcome new ideas, encourage innovation, and are eager to make an
impact. Whether you are starting out in your career or taking your
next step as a seasoned professional, the EisnerAmper experience is
one-of-a-kind. You can design a career you'll love from top to
bottom - we give you the tools you need to succeed and the autonomy
to reach your goals.EisnerAmper is seeking a Tax Senior Manager to
join the Private Client Services (PCS) practice for Multi Family
Office. We are looking for a dynamic individual with the capacity
to efficiently oversee multiple client engagements while
demonstrating proficiency in reviewing complex returns, managing
staff and conducting research. Furthermore, the ideal candidate
will possess strong leadership skills and the aptitude to foster
professional growth among our staff.What it Means to Work for
EisnerAmper:
- You will get to be part of one of the largest and fastest
growing accounting and advisory firms in the industry
- You will have the flexibility to manage your days in support of
our commitment to work/life balance
- You will join a culture that has received multiple top "Places
to Work" awards
- We believe that great work is accomplished when cultures, ideas
and experiences come together to create innovative solutions
- We understand that embracing our differences is what unites us
as a team and strengthens our foundation
- Showing up authentically is how we, both as professionals and a
Firm, find inspiration to do our best workWhat Work You Will be
Responsible For:
- Responsible for training, supervising and ongoing development
of associates and seniors.
- Review tax returns for individuals, closely held partnerships,
simple and complex trusts and estates, 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, take
responsibility for completing assigned tasks, and meet client
deadlines.
- 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
- Mentor and coach junior team members.
- Professional Development: Participate in training programs and
professional development activities to enhance technical knowledge
and develop industry-specific expertise.Basic Qualifications:
- Bachelor's Degree in Accounting or equivalent field is
required
- 10+ years of Family Office, tax compliance and/or tax
consulting experience in public accounting or public/Corporate
mix
- 8+ years of client facing experience in public accounting
- CPA or JD Certification requiredPreferred/Desired
Qualifications:
- Master's Degree in Taxation or relevant field
- Experience using CCH Axcess or Pro Systems tax software
- Experience acquiring new clients and growing a book of
businessEisnerAmper is proud to be a merit-based employer. We do
not discriminate on the basis of veteran or disability status or
any protected characteristics under federal, state, or local
law.About our Private Client Services (PCS) Team:The EisnerAmper
Private Client Services Team connects family owned, closely held
businesses and high net worth individuals with the solutions they
need to reach their short- and long-term financial goals. Operating
within a culture where we hold each other accountable to our
standards of teamwork, creativity, and a genuine care for each
other, we not only solve our clients' problems, but offer proactive
solutions for the future.As one of the largest and fastest-growing
service lines at our firm, we try to make a big group feel smaller.
We're known for presenting options and pathways for our employees
to grow as professionals. Here, you can not only discover what
you're passionate about but pursue it.Working with businesses of
all sizes and across every industry, our typical client is
atypical. Because of this, it's important that we can think like
entrepreneurs ourselves to gain a true awareness of our clients and
their businesses, along with their unique operational and personal
dynamics.About EisnerAmper:EisnerAmper is one of the largest
accounting, tax, and business advisory firms, with nearly 4,500
employees including 450 partners across the world. We combine
responsiveness with a long-range perspective; to help clients meet
the pressing issues they face today and position them for success
tomorrow.Our clients are enterprises as diverse as sophisticated
financial institutions and start-ups, global public firms, and
middle-market companies, as well as high net worth individuals,
family offices, not-for-profit organizations, and entrepreneurial
ventures across a variety of industries. We are also engaged by the
attorneys, financial professionals, bankers, and investors who
serve these clients.For California, the expected salary range for
this position is between $120,000 and $150,000. The range for the
position in other geographies may vary based on market differences.
The actual compensation will be determined based on experience and
other factors permitted by law.Should you need any accommodations
to complete this application please email: Preferred Location:San
FranciscoFor NYC and California, the expected salary range for this
position is between120000and200000The range for the position in
other geographies may vary based on market differences.The actual
compensation will be determined based on experience and other
factors permitted by law.
Keywords: EisnerAmper, Gilroy , Tax Senior Manager - Private Client Services Family Office, Executive , San Francisco, California
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