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Tax Manager, Trust & Estate - Private Client Services (PCS)

Description

At 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 will 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 Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with the capacity to efficiently oversee multiple client engagements while also demonstrating proficiency in business development, marketing, and recruitment efforts. Furthermore, the ideal candidate will possess strong leadership skills and the aptitude to foster professional growth among our staff. This position offers flexibility in terms of office location, as EisnerAmper follows a hybrid working model and has offices available in the locations listed on this application.

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 work 

    • Numerous Employee Resource Groups (ERGs) to support our Diversity, Equity, & Inclusion (DE&I) efforts

What Work You Will be Responsible For: 

  • Review and prepare complex gift, estate, and fiduciary income tax returns.

  • Provide tax planning and consulting to high-net-worth clients for estate and individual income taxes.

  • Research and consult on various estate, gift, and trust related issues, such as trustee and beneficiary issues, generation skipping tax issues and wealth transfer planning.

  • Build impactful relationships with new and existing clients and maintain relationships with firm leadership.

  • Take responsibility for accurate time and billing for self and team.

  • Responsible for training, supervising and ongoing development of associates and seniors.

  • 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

  • Minimum 4+ years of experience with Trust and Estates as well as High Net Worth clients

  • CPA or IRS Enrolled Agent Certification required

Preferred/Desired Qualifications:

  • Master's degree in taxation or relevant field 

  • Experience using GoSystems or CCH Axcess tax software

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, or 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.

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 large group feel smaller. We are known for presenting options and pathways for our employees to grow as professionals. Here, you can not only discover what you are passionate about but pursue it.  

Working with businesses of all sizes and across every industry, our typical client is atypical. Because of this, it is 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 4,000 employees including 400 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. 

Should you need any accommodations to complete this application please email: talentacquisition@eisneramper.com

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For NYC and California, the expected salary range for this position is between $85,000.00 and $150,000.00. 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.

Our full-time positions also offer a competitive benefits package that includes:

  • Medical, dental, vision, life, and disability insurance
  • 401(k) Retirement Plan
  • Flexible Spending & Health Savings Account
  • Paid holidays, vacation, and sick time
  • Employee assistance program and other firm benefits.
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About the Location

Working in New York

Our newly designed headquarters office is situated in the heart of Midtown Manhattan, offering convenient access to multiple train stations. Our location is conveniently situated in close proximity to the iconic Grand Central station, with easy access to some of the city’s most popular attractions just minutes away. The firm also has smaller offices in both Syosset and Melville, New York. 

 

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Working at EisnerAmper

Accommodations

Should you need any accommodations to complete an application please email: talentacquisition@eisneramper.com.

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