Tax senior manager - family office

Job 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’ll love from top to bottom – we give you the tools you need to succeed and the autonomy to reach your goals.

We are currently seeking a Tax Senior Manager to manage and grow Client Relationships with our Private Client Services (PCS) Multi Family Office group in San Francisco. We are looking for a dynamic individual with the capacity to efficiently oversee multiple client relationships while demonstrating proficiency in reviewing complex returns, conducting research, and ensuring the overall successful management of our ultra-high-net-worth clients with white-glove service.

Furthermore, the ideal candidate will possess strong leadership skills and the aptitude to foster professional growth among our staff.

We are looking for someone who is in the San Francisco area, or within a reasonable commuting distance, who can meet with clients in person.

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
    
    

What Work You Will be Responsible For:

• 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.
• Assist with the training, supervising and ongoing development of associates and seniors.
• Assist with the review of 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.
  
  

Basic Qualifications:

• Bachelor’s Degree in Accounting or equivalent field is required
• 8+ 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 Enrolled Agent credentialling required
  
  

Preferred/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 business
  
  

EisnerAmper 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 $150,000 and $220,000. 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: [email protected]

Preferred Location:

San Francisco

For NYC and California, the expected salary range for this position is between

120000

and

200000

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.